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Portfolio (Quarterly) Guide ↗

Kozak & Associates, Inc.

· CIK 0001764970
13F Portfolio $512.8B AUM 452 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 108 Added 48 Reduced 14 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYK STRYKER CORPORATION COM Healthcare $67.0 -100.0%
42 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 1.0 $56.0 -152.0 -99.3% $56.00 +4.4%
43 MBB ISHARES MBS ETF 1.0 $54.0 -225.0 -99.6% $54.00 +72.4%
44 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF $48.0 -100.0%
45 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 1.0 $43.0 -237.0 -99.6% $43.00 +17.6%
46 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 1.0 $34.0 -81.0 -98.8% $34.00 +8.0%
47 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 1.0 $14.0 -230.0 -99.6% $14.00 +80.5%
48 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF $1.0 -100.0%
Page 3 of 3  ·  48 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
Financial Services 44.4%
Technology 30.4%
Consumer Cyclical 9.2%
Consumer Defensive 6.6%
Industrials 3.3%
Communication Services 2.4%
Energy 1.4%
Healthcare 1.2%
Utilities 0.9%
Basic Materials 0.2%