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Portfolio (Quarterly) Guide ↗

COZAD ASSET MANAGEMENT INC

· CIK 0000709428
13F Portfolio $1.3B AUM 421 positions Filed May 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 421 New
Page 4 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IShares MSCI USA Momentum Factor ETF 22,929.0 $5.5M 0.43% NEW $239.99
62 IWV IShares Russell 3000 Index ETF 14,686.0 $5.4M 0.43% NEW $370.67 +13.8%
63 JBL Jabil Circuit, Inc. Technology 19,732.0 $5.2M 0.41% NEW $265.63 +44.9%
64 WMT Wal-Mart Stores Consumer Defensive 40,612.0 $5.0M 0.40% NEW $124.28 -3.0%
65 Alphabet Inc., Cl. C 17,411.0 $5.0M 0.39% NEW $286.86
66 Invesco S&P 500 Low Volatility ETF 64,730.0 $4.7M 0.37% NEW $73.14
67 IJH iShares S&P Midcap 400 Index ETF 67,817.0 $4.6M 0.36% NEW $67.53 +12.6%
68 SCHB Schwab US Broad Market ETF 179,109.0 $4.5M 0.35% NEW $25.10 +14.3%
69 Intercontinental Exchange Group 28,359.0 $4.5M 0.35% NEW $157.28
70 VUG Vanguard Growth ETF 10,077.0 $4.4M 0.35% NEW $436.80 -80.5%
71 JNJ Johnson & Johnson Healthcare 17,785.0 $4.3M 0.34% NEW $244.44 -1.5%
72 First Trust SMID Cap Rising Div Achv ETF 108,781.0 $4.3M 0.34% NEW $39.43
73 FMBH First Mid Ill Bankshares, Inc. Financial Services 102,470.0 $4.2M 0.33% NEW $41.19 +13.3%
74 Garmin Ltd. 17,777.0 $4.1M 0.32% NEW $232.01
75 ProShares S&P 500 Dividend Aristocrats ETF 38,499.0 $4.1M 0.32% NEW $106.01
76 GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 93,556.0 $4.0M 0.32% NEW $43.13 +6.8%
77 IShares MSCI USA Minimum Volatility ETF 43,070.0 $4.0M 0.31% NEW $92.74
78 Fidelity Covington TR Enhanced Int'l ETF 106,821.0 $4.0M 0.31% NEW $37.20
79 Hewlett Packard Enterprise Co. 164,122.0 $3.9M 0.31% NEW $23.81
80 KO Coca Cola Consumer Defensive 50,983.0 $3.9M 0.30% NEW $76.05 +8.6%
Page 4 of 22  ·  421 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 12.2%
Industrials 10.9%
Consumer Defensive 10.8%
Healthcare 8.2%
Consumer Cyclical 8.1%
Energy 4.4%
Basic Materials 3.9%
Communication Services 3.2%
Utilities 2.7%