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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 8 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ORI Old Republic Nat'l. Corp. Financial Services 51,259.0 $2.0M 0.16% NEW $39.90 -2.0%
142 Cisco Systems 26,203.0 $2.0M 0.16% NEW $77.59
143 VYMI Vanguard Whitehall Intl Hi Div Yld Idx ETF 21,515.0 $2.0M 0.16% NEW $94.24 +7.7%
144 FTCS First Trust Capital Strength ETF 21,301.0 $2.0M 0.15% NEW $92.76 +2.1%
145 PIMCO MultiSector Bond Active - ETF 75,219.0 $2.0M 0.15% NEW $26.20
146 LNT Alliant Energy Corp. Utilities 27,317.0 $2.0M 0.15% NEW $71.76 +2.9%
147 M & T Bank Corp. 9,369.0 $1.9M 0.15% NEW $206.72
148 Invesco PLC 78,699.0 $1.9M 0.15% NEW $24.29
149 Eaton Corp., PLC 5,334.0 $1.9M 0.15% NEW $357.67
150 CMG Chipotle Mexican Grill, A Consumer Cyclical 58,969.0 $1.9M 0.15% NEW $32.01 +1.9%
151 JPMorgan Ultra-Short Income ETF 37,205.0 $1.9M 0.15% NEW $50.61
152 AXP American Express Financial Services 6,196.0 $1.9M 0.15% NEW $302.49 +12.7%
153 Tesla Motors Inc. 4,977.0 $1.9M 0.14% NEW $371.75
154 AVUS American Centy ETF TR Avantis US Equity 16,593.0 $1.8M 0.14% NEW $111.18 +14.9%
155 VEU Vanguard FTSE All-World (ex. US) ETF 24,511.0 $1.8M 0.14% NEW $75.10 +12.8%
156 ESS Essex Property Trust Real Estate 7,416.0 $1.8M 0.14% NEW $242.00 +15.9%
157 QGRO American Century U.S. Quality Growth - ETF 17,077.0 $1.8M 0.14% NEW $105.03 +11.6%
158 First Trust Water ETF 17,389.0 $1.8M 0.14% NEW $103.13
159 PVAL Putnam Focased Large Cap Value ETF 38,591.0 $1.8M 0.14% NEW $46.40 +11.8%
160 United Therapeutics Corp. 2,980.0 $1.8M 0.14% NEW $592.98
Page 8 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%