Fund HoldingsKagan Cocozza Asset Management

Total Portfolio Value
$142.12M
Total Bought
$22.24M
Total Sold
$19.45M
Net Transaction
+$2.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS
ST STR PO EX ETF
0262,191+262,191011,9698.42%+11,969
ISHARES TR46,23463,849+17,6154,6186,3384.46%+1,721
SPDR INDEX SHS FDS
ST PORT MARK ETF
028,446+28,44601,3340.94%+1,334
STATE STR SPDR S&P 500 ETF T(SPY)3,3225,487+2,1652,2653,5682.51%+1,303
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
09,565+9,56507920.56%+792
SPDR INDEX SHS FDS
ST STR ACWI ETF
021,103+21,10307720.54%+772
VANGUARD INTL EQUITY INDEX F85,25497,244+11,9904,5835,2563.70%+673
VANGUARD INDEX FDS47,60753,438+5,8314,2134,7403.34%+527
VANGUARD BD INDEX FDS06,795+6,79505000.35%+500
VANGUARD TAX-MANAGED FDS9,01415,703+6,6895631,0060.71%+443
SCHWAB STRATEGIC TR012,732+12,73203940.28%+394
ISHARES INC
CORE MSCI EMKT
04,436+4,43603090.22%+309
PIMCO DYNAMIC INCOME FD(PDI)012,376+12,37602120.15%+212
NEOS ETF TRUST
NEOS S&P 500 HI
04,204+4,20402080.15%+208
ISHARES TR29,61430,292+6783,5593,7662.65%+207
EXXON MOBIL CORP2,9612,893-683564910.35%+134
ISHARES TR10,25410,445+1915615930.42%+32
ISHARES TR17,38817,172-2169901,0160.72%+26
DUKE ENERGY CORP NEW(DUK)1,7811,775-62092320.16%+24
VANGUARD INTL EQUITY INDEX F8,6328,747+1156356570.46%+22
JOHNSON & JOHNSON(JNJ)1,7711,585-1863663870.27%+21
PFIZER INC(PFE)15,86114,739-1,1223954140.29%+19
KIMBERLY-CLARK CORP(KMB)6,0916,528+4376156300.44%+15
VANGUARD INDEX FDS25,43025,733+3037,3807,3905.20%+10
VERIZON COMMUNICATIONS INC(VZ)15,91313,103-2,8106486580.46%+10
SPDR SERIES TRUST
ST STR P400MID
59,05957,911-1,1483,4203,4292.41%+9
ISHARES TR9,0559,090+358508600.60%+9
CONSOLIDATED EDISON INC(ED)9,3198,256-1,0639269340.66%+9
T-MOBILE US INC(TMUS)1,1701,17002382460.17%+8
SPDR SERIES TRUST
ST STR NUVEE ETF
5,4215,42102482460.17%-2
VANGUARD WHITEHALL FDS3,0362,914-1224364320.30%-4
TARGET CORP(TGT)7,5005,996-1,5047337270.51%-6
COCA COLA CO(KO)10,8749,903-9717607530.53%-7
PROCTER & GAMBLE CO(PG)5,0364,884-1527227050.50%-16
SELECT SECTOR SPDR TR
ST STR CARE ETF
5,2395,421+1828117950.56%-16
SELECT SECTOR SPDR TR
ST STR UTIL ETF
7,0576,190-8673012840.20%-17
SPDR SERIES TRUST
ST STR SP600 SML
26,32225,163-1,1591,2331,2160.86%-18
ISHARES TR1,8081,80802232050.14%-18
ALPHABET INC(GOOG)74974902342150.15%-19
BERKSHIRE HATHAWAY INC DEL82082004123930.28%-19
GE AEROSPACE(GE)80380302472280.16%-19
SELECT SECTOR SPDR TR
ST STR FINL ETF
15,27216,539+1,2678368170.57%-20
VANGUARD INDEX FDS68568504304090.29%-20
AMAZON COM INC(AMZN)1,3851,395+103202910.20%-29
PAYCHEX INC(PAYX)2,1522,241+892412060.15%-35
AUTOMATIC DATA PROCESSING IN2,5923,098+5066676290.44%-37
CHEVRON CORPORATION(CVX)2,6781,786-8924083690.26%-39
JPMORGAN CHASE & CO(JPM)1,5321,515-174944460.31%-48
AFLAC INC(AFL)8,6678,261-4069569060.64%-49
SELECT SECTOR SPDR TR
ST STR INDL ETF
6,1935,611-5829619070.64%-53
BANK AMERICA CORP6,2745,933-3413452890.20%-56
ISHARES TR3,8853,390-4954163600.25%-56
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,8662,944-9223002410.17%-59
SYSCO CORP(SYY)8,5187,946-5726285670.40%-61
SELECT SECTOR SPDR TR
ST STR DISCR ETF
7,5967,763+1679078460.60%-61
ISHARES ETHEREUM TR(ETHA)10,33010,010-3202321580.11%-73
ALPHABET INC(GOOG)3,1003,108+89738920.63%-81
ISHARES BITCOIN TRUST ETF(IBIT)14,48616,411+1,9257196310.44%-89
APPLE INC(AAPL)5,9575,95701,6191,5121.06%-108
ISHARES TR3,1153,080-352,1342,0121.42%-122
WELLS FARGO & CO(WFC)8,2087,918-2907656300.44%-135
SPDR SERIES TRUST
ST INTER BD ETF
278,960276,437-2,5239,4329,2726.52%-160
META PLATFORMS INC(META)2,3762,384+81,5681,3640.96%-204
FIDELITY WISE ORIGIN BITCOIN(FBTC)2,7400-2,7402090-209
SELECT SECTOR SPDR TR
ST STR TECHN ETF
23,44023,775+3353,3753,1602.22%-215
SPDR SERIES TRUST
ST STR SP500DIV
34,67924,775-9,9041,5001,1280.79%-372
ELI LILLY & CO(LLY)2,5902,403-1872,7832,2101.56%-573
SPDR INDEX SHS FDS
ST STR ACWI ETF
21,4440-21,4447700-770
VANGUARD SPECIALIZED FUNDS40,36536,829-3,5368,8717,9215.57%-951
SPDR SERIES TRUST
ST STR AGGRE ETF
742,520700,150-42,37019,12017,93812.62%-1,182
SPDR SERIES TRUST
ST STR P500ETF
274,562270,512-4,05022,02520,70514.57%-1,320
SPDR INDEX SHS FDS
ST PORT MARK ETF
28,7340-28,7341,3450-1,345
SPDR INDEX SHS FDS
ST STR PO EX ETF
258,8980-258,89811,4980-11,498
Page 1 of 1