COZAD ASSET MANAGEMENT INC - Portfolio overview

COZAD ASSET MANAGEMENT INC has 276 reported holdings in this dataset, with the latest filing dated 2026-05-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - Vanguard Total Stock Market ETF, 4.98%
2. AAPL - Apple Inc., 4.75%
3. TSM - Taiwan Semiconductor Mfg. Co. Ltd., 3.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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