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Asset Manager ← All Institutions

COZAD ASSET MANAGEMENT INC

Q1 2026 · Filed 2026-02-13
Market Value
$0
-100.0%
Holdings
257
-9
New Purchases
0
Added To
0
Closed
257
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 50 $0 0%
Large Cap 156 $0 0%
Mid Cap 41 $0 0%
Small Cap 9 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$176.3B
Median Market Cap
$57.0B
Avg P/E
31.0
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
167
# ETFs / Funds
90

Top Holdings (257 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AA —% -$7M -131,150 -100.0% SOLD
2 ABT —% -$2M -14,031 -100.0% SOLD
3 T —% -$592K -23,819 -100.0% SOLD
4 YUM —% -$488K -3,228 -100.0% SOLD
5 BDX —% -$358K -1,843 -100.0% SOLD
6 NFG —% -$4M -51,136 -100.0% SOLD
7 GLW —% -$5M -54,398 -100.0% SOLD
8 ARW —% -$865K -7,855 -100.0% SOLD
9 BRK-A —% -$755K -1 -100.0% SOLD
10 DIS —% -$590K -5,185 -100.0% SOLD
11 CVX —% -$818K -5,367 -100.0% SOLD
12 OC —% -$322K -2,879 -100.0% SOLD
13 GPC —% -$1M -11,423 -100.0% SOLD
14 DHR —% -$257K -1,122 -100.0% SOLD
15 BKH —% -$3M -47,225 -100.0% SOLD
16 BMY —% -$343K -6,363 -100.0% SOLD
17 XOM —% -$2M -14,145 -100.0% SOLD
18 NEE —% -$1M -16,333 -100.0% SOLD
19 CMG —% -$4M -115,109 -100.0% SOLD
20 HWM —% -$292K -1,424 -100.0% SOLD
21 PSX —% -$478K -3,703 -100.0% SOLD
22 DLR —% -$3M -20,008 -100.0% SOLD
23 HP —% -$1M -49,596 -100.0% SOLD
24 APD —% -$249K -1,006 -100.0% SOLD
25 AWR —% -$225K -3,110 -100.0% SOLD
26 AJG —% -$475K -1,837 -100.0% SOLD
27 ANET —% -$885K -6,757 -100.0% SOLD
28 GE —% -$481K -1,560 -100.0% SOLD
29 AFL —% -$1M -10,774 -100.0% SOLD
30 ALK —% -$2M -34,435 -100.0% SOLD
31 MS —% -$268K -1,508 -100.0% SOLD
32 AES —% -$3M -181,998 -100.0% SOLD
33 GS —% -$20M -23,233 -100.0% SOLD
34 HD —% -$7M -19,250 -100.0% SOLD
35 AXP —% -$2M -5,966 -100.0% SOLD
36 DVN —% -$2M -61,945 -100.0% SOLD
37 BMO —% -$368K -2,837 -100.0% SOLD
38 PAC —% -$324K -1,228 -100.0% SOLD
39 CVS —% -$741K -9,340 -100.0% SOLD
40 CL —% -$768K -9,714 -100.0% SOLD
41 BBY —% -$1M -22,090 -100.0% SOLD
42 AEE —% -$501K -5,017 -100.0% SOLD
43 MO —% -$866K -15,016 -100.0% SOLD
44 KEY —% -$3M -131,970 -100.0% SOLD
45 WMB —% -$3M -44,439 -100.0% SOLD
46 KO —% -$4M -50,883 -100.0% SOLD
47 VZ —% -$281K -6,899 -100.0% SOLD
48 LOW —% -$634K -2,630 -100.0% SOLD
49 SHEL —% -$630K -8,574 -100.0% SOLD
50 MSI —% -$356K -928 -100.0% SOLD
51 PM —% -$2M -13,109 -100.0% SOLD
52 IP —% -$1M -32,898 -100.0% SOLD
53 RIO —% -$853K -10,657 -100.0% SOLD
54 PFE —% -$877K -35,202 -100.0% SOLD
55 IBM —% -$3M -10,564 -100.0% SOLD
56 WM —% -$715K -3,253 -100.0% SOLD
57 INFY —% -$251K -14,065 -100.0% SOLD
58 SHW —% -$2M -7,708 -100.0% SOLD
59 MTG —% -$2M -82,598 -100.0% SOLD
60 KD —% -$2M -59,823 -100.0% SOLD
61 FRO —% -$277K -12,707 -100.0% SOLD
62 DE —% -$920K -1,977 -100.0% SOLD
63 SCHW —% -$692K -6,926 -100.0% SOLD
64 SLF —% -$279K -4,468 -100.0% SOLD
65 LMT —% -$286K -591 -100.0% SOLD
66 BHP —% -$201K -3,330 -100.0% SOLD
67 SYK —% -$312K -888 -100.0% SOLD
68 DKS —% -$2M -11,824 -100.0% SOLD
69 CAT —% -$5M -8,276 -100.0% SOLD
70 APLE —% -$960K -80,975 -100.0% SOLD
71 JPM —% -$4M -12,187 -100.0% SOLD
72 ITW —% -$989K -4,017 -100.0% SOLD
73 BAC —% -$607K -11,029 -100.0% SOLD
74 SO —% -$440K -5,050 -100.0% SOLD
75 TRV —% -$466K -1,606 -100.0% SOLD
76 MUFG —% -$289K -18,247 -100.0% SOLD
77 MCO —% -$393K -770 -100.0% SOLD
78 CM —% -$255K -2,814 -100.0% SOLD
79 PG —% -$2M -14,737 -100.0% SOLD
80 NSC —% -$336K -1,165 -100.0% SOLD
81 CMI —% -$1M -2,643 -100.0% SOLD
82 EW —% -$209K -2,448 -100.0% SOLD
83 TMO —% -$5M -8,028 -100.0% SOLD
84 UNP —% -$590K -2,549 -100.0% SOLD
85 DAL —% -$11M -164,138 -100.0% SOLD
86 ESS —% -$2M -6,944 -100.0% SOLD
87 COP —% -$532K -5,679 -100.0% SOLD
88 LDOS —% -$968K -5,368 -100.0% SOLD
89 ADM —% -$6M -98,339 -100.0% SOLD
90 LLY —% -$23M -21,579 -100.0% SOLD
91 OMC —% -$2M -28,201 -100.0% SOLD
92 NVO —% -$306K -6,019 -100.0% SOLD
93 RPM —% -$3M -25,886 -100.0% SOLD
94 BP —% -$1M -33,032 -100.0% SOLD
95 O —% -$794K -14,079 -100.0% SOLD
96 MCD —% -$2M -7,822 -100.0% SOLD
97 JBL —% -$5M -20,040 -100.0% SOLD
98 ORI —% -$2M -52,938 -100.0% SOLD
99 NUE —% -$3M -19,063 -100.0% SOLD
100 UGI —% -$2M -63,210 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
PAC —%
ABT —%
T —%
YUM —%
BDX —%
NFG —%
GLW —%
ARW —%
BRK-A —%
DIS —%
CVX —%
OC —%
CVS —%
AA —%
BKH —%
View SEC EDGAR Filings for COZAD ASSET MANAGEMENT INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms