Kozak & Associates, Inc. - Portfolio overview

Kozak & Associates, Inc. has 493 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. RWL - INVESCO S&P 500 REVENUE ETF, 13.63%
2. IETC - ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF, 12.06%
3. SPY - STATE STREET SPDR S&P 500 ETF, 8.80%

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

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