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Portfolio (Quarterly) Guide ↗

Kozak & Associates, Inc.

· CIK 0001764970
13F Portfolio $576M AUM 451 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 92 Added 73 Reduced 25 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 1 $24.0 SOLD
22 CLX CLOROX CO DEL COM Consumer Defensive $6.0 SOLD
23 SELF GLOBAL SELF STORAGE INC COM Real Estate SOLD
24 DOC HEALTHPEAK PROPERTIES INC COM Real Estate SOLD
25 PLD PROLOGIS INC. COM Real Estate SOLD
Page 2 of 2  ·  25 positions
Sector Allocation
Financial Services 47.1%
Technology 30.5%
Consumer Cyclical 8.7%
Consumer Defensive 5.5%
Industrials 3.4%
Communication Services 1.3%
Energy 1.3%
Healthcare 1.2%
Utilities 0.9%
Basic Materials 0.1%