COZAD ASSET MANAGEMENT INC: 13F holdings
CIK 7094282026Q2
| Positions | 453 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 453 (+32 vs prior quarter) |
|---|
| Reported value | $1.5bn (+21.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU Micron Technology, Inc. | 42,474 | $49.0m | 3.2% |
| VTI Vanguard Total Stock Market ETF | 123,213 | $45.6m | 2.9% |
| AAPL Apple Inc. | 148,659 | $43.0m | 2.8% |
| Flextronics Internat'l. Ltd. | 264,623 | $42.9m | 2.8% |
| LRCX LAM Research Corp. | 98,204 | $42.6m | 2.7% |
| TSM Taiwan Semiconductor Mfg. Co. Ltd. | 70,786 | $33.8m | 2.2% |
| NVDA Nvidia Corp. | 160,987 | $32.2m | 2.1% |
| GOOGL Alphabet Inc., Cl. A | 89,364 | $31.9m | 2.1% |
| AVGO Broadcom Inc. | 75,692 | $28.6m | 1.8% |
| LLY Lilly (Eli) | 23,746 | $28.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="709428")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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