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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 10 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 1,620.0 $28K 0.01% $17.18 -2.1%
182 RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 921.0 $27K 0.01% +19.0 +2.1% $29.21 +0.3%
183 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 64.0 $26K 0.01% -149.0 -70.0% $413.66 -3.1%
184 SNOW SNOWFLAKE INC COM SHS Technology 101.0 $26K 0.01% $261.19 +21.8%
185 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 721.0 $26K 0.00% +15.0 +2.1% $35.96 +0.8%
186 VZ VERIZON COMMUNICATIONS INC COM Communication Services 612.0 $26K 0.00% +9.0 +1.5% $41.99 +19.6%
187 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 2,100.0 $26K 0.00% -3K -59.6% $12.19 +53.4%
188 FCX FREEPORT MCMORAN INC CL B Basic Materials 396.0 $24K 0.00% $60.53 +29.6%
189 ASML ASML HLDG NV N Y REGISTRY SHS Technology 13.0 $24K 0.00% $1843.08 -5.2%
190 IEFA ISHARES CORE MSCI EAFE ETF 248.0 $24K 0.00% +4.0 +1.6% $95.90 +5.5%
191 NKE NIKE INC CL B Consumer Cyclical 524.0 $23K 0.00% +15.0 +3.0% $43.03 -7.9%
192 SKYX SKYX PLATFORMS CORP COM Industrials 20,000.0 $22K 0.00% +10K +100.0% $1.12 +4.9%
193 EMR EMERSON ELEC CO COM Industrials 160.0 $22K 0.00% +6.0 +3.9% $139.77 +12.3%
194 SAP SAP SE SPON ADR Technology 140.0 $22K 0.00% $159.15 +36.3%
195 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 140.0 $22K 0.00% $158.24 +4.1%
196 BLOCK INC CL A 285.0 $22K 0.00% $77.13
197 PEXL PACER US EXPORT LEADERS ETF 292.0 $22K 0.00% $74.47 -3.6%
198 SOUN SOUNDHOUND AI INC CLASS A COM Technology 3,237.0 $22K 0.00% $6.68 +5.6%
199 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 223.0 $22K 0.00% $96.89 +4.7%
200 PRU PRUDENTIAL FINL INC COM Financial Services 189.0 $21K 0.00% +2.0 +1.1% $111.12 +6.6%
Page 10 of 23  ·  451 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 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%