Kagan Cocozza Asset Management - Portfolio overview

Kagan Cocozza Asset Management has 71 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Communication Services.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 12.70%
2. SPYM - SPDR SERIES TRUST, 12.69%
3. SPAB - SPDR SERIES TRUST, 11.00%

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

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