Fund Holdings

COZAD ASSET MANAGEMENT INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Micron Technology, Inc.(MU)3,00241,600+38,598856,80114,054,1441.10%+13,197,343
ASML Hldg N V7,63510,757+3,1228,168,43914,208,2931.12%+6,039,854
Cheniere Energy, Inc(LNG)32,61034,923+2,3136,338,9939,909,6860.78%+3,570,693
Costco Wholesale Corp.(COST)17,69818,032+33415,261,26217,967,1281.41%+2,705,866
T-Mobile US Inc.(TMUS)37,82949,423+11,5947,680,69910,380,2080.82%+2,699,509
SM Energy Co.(SM)084,447+84,44702,633,0570.21%+2,633,057
Alcoa Upstream Corp.(AA)131,150136,075+4,9256,969,3119,025,8550.71%+2,056,544
Taiwan Semiconductor Mfg. Co. Ltd.(TSM)73,97672,099-1,87722,480,50924,365,8851.91%+1,885,376
CVS Health Corp.(CVS)9,34034,791+25,451741,2222,498,6900.20%+1,757,468
Targa Resources Corp.(TRGP)26,55525,440-1,1154,899,3986,378,5710.50%+1,479,173
First Trust Morningstar Div Leaders ETF155,698161,747+6,0496,903,6348,216,7310.65%+1,313,097
Archer Daniels Midland98,33995,788-2,5515,653,5026,962,8210.55%+1,309,319
Kennametal, Inc.(KMT)033,976+33,97601,227,5530.10%+1,227,553
Devon Energy Corp.(DVN)61,94568,945+7,0002,269,0453,469,3120.27%+1,200,267
iShares S&P SmallCap 600 Index ETF42,68750,261+7,5745,130,1086,247,8880.49%+1,117,780
Interactive Brokers Group, Inc.(IBKR)204,055212,091+8,03613,122,76314,224,9131.12%+1,102,150
iShares MSCI Multifactor USA Small-Cap ETF101,749114,953+13,2047,618,9528,677,8140.68%+1,058,862
Flextronics Internat'l. Ltd.(FLEX)364,450351,590-12,86022,020,06923,015,0811.81%+995,012
Capital Group Dividend Value - ETF239,446268,733+29,28710,449,43811,431,9160.90%+982,478
Corning Inc.(GLW)54,39842,220-12,1784,763,0895,740,6050.45%+977,516
Caterpillar Inc.(CAT)8,2768,006-2704,741,1195,672,0660.45%+930,947
Synchrony Financial(SYF)22,44140,944+18,5031,872,2882,785,0050.22%+912,717
Avantis International Equity - ETF27,45437,254+9,8002,260,0433,160,6580.25%+900,615
Quanta Services, Inc.13,67012,130-1,5405,769,5606,659,6130.52%+890,053
Cardinal Health(CAH)31,49034,703+3,2136,471,1957,333,1610.58%+861,966
Vanguard Whitehall Intl Hi Div Yld Idx ETF13,05221,515+8,4631,174,6732,027,5410.16%+852,868
Phillips 66(PSX)3,7037,143+3,440477,8911,301,3910.10%+823,500
Capital Group Core Equity - ETF35,19856,409+21,2111,416,0292,167,2240.17%+751,195
Pacer U.S. Cash Cows 100 - ETF200,712204,630+3,91812,076,83512,801,6691.01%+724,834
Helmerich & Payne Inc.(HP)49,59659,435+9,8391,422,4132,141,4430.17%+719,030
Exxon Mobil Corp.14,14514,018-1271,702,2442,378,3570.19%+676,113
Jabil Circuit, Inc.(JBL)20,04019,732-3084,569,5215,241,4110.41%+671,890
Southwest Airlines(LUV)017,805+17,8050668,9340.05%+668,934
Johnson & Johnson(JNJ)17,81517,785-303,686,8144,347,3190.34%+660,505
Fidelity Covington TR Enhanced Int'l ETF92,425106,821+14,3963,380,9023,973,7480.31%+592,846
Digital Realty Trust Inc.(DLR)20,00820,380+3723,095,4383,672,6800.29%+577,242
Schwab US Div Equity ETF367,440346,430-21,01010,078,87610,628,4610.83%+549,585
Wal-Mart Stores(WMT)40,37240,612+2404,497,8215,047,3140.40%+549,493
First Trust SMID Cap Rising Div Achv ETF99,901108,781+8,8803,828,2124,289,2420.34%+461,030
Quest Diagnostics(DGX)10,50711,529+1,0221,823,2802,259,4530.18%+436,173
Vanguard Tax-Mgd Int'l Dev. Markets ETF8,14014,409+6,269508,495923,3500.07%+414,855
Timken Co.(TKR)28,96028,301-6592,436,4052,846,2320.22%+409,827
Garmin Ltd.(GRMN)18,31317,777-5363,714,7924,124,4420.32%+409,650
T. Rowe Price US Equity Research ETF16,99627,608+10,612727,0801,129,1840.09%+402,104
PIMCO Intermediate Muni Bd Actv - ETF07,263+7,2630379,0360.03%+379,036
SPDR Portfolio S&P 500 Growth ETF12,97617,949+4,9731,384,5641,757,4120.14%+372,848
Avantis U.S. Small Cap Value - ETF31,06731,936+8693,168,2383,527,9910.28%+359,753
BP Amoco PLC ADR(BP)33,03232,037-9951,147,1871,505,7400.12%+358,553
Equinor ASA(EQNR)08,485+8,4850358,0670.03%+358,067
Seagate Technology Holdings PLC(STX)2,4952,661+166687,0981,042,4730.08%+355,375
Applied Materials4,1574,136-211,068,3071,413,6430.11%+345,336
AB Disruptors ETF03,106+3,1060337,2060.03%+337,206
SoFi Technologies, Ince021,057+21,0570334,3850.03%+334,385
Williams Companies(WMB)44,43941,181-3,2582,671,2282,997,1530.24%+325,925
Coca Cola(KO)50,88350,983+1003,557,2313,877,2570.30%+320,026
United Therapeutics Corp.(UTHR)2,9702,980+101,447,1331,767,0800.14%+319,947
Chevron Corp.(CVX)5,3675,463+96817,9841,130,2950.09%+312,311
Merck & Co Inc.(MRK)21,24821,181-672,236,5632,547,8450.20%+311,282
Principal U.S. Small-Cap ETF6,32911,751+5,422365,395673,6300.05%+308,235
Valero Energy(VLO)01,158+1,1580286,1190.02%+286,119
Netflix Inc.(NFLX)12,02114,697+2,6761,127,0891,413,1170.11%+286,028
Dow Inc.(DOW)06,576+6,5760273,8900.02%+273,890
Citizens Financial Group(CFG)04,502+4,5020269,9710.02%+269,971
Vanguard Scottsdale FDS Interm.-Term ETF03,201+3,2010264,8430.02%+264,843
Pacer FDS TR Developed Mrkts Int'l CC ETF64,57464,989+4152,497,7262,758,1310.22%+260,405
Energy Select Sector SPDR ETF12,79413,516+722572,020827,9710.07%+255,951
Genuine Parts Co.(GPC)11,42315,684+4,2611,404,5721,658,5830.13%+254,011
Enbridge Inc.(ENB)54,72753,190-1,5372,622,5502,874,4850.23%+251,935
Prudential Financial, Inc.(PFH)02,535+2,5350247,6440.02%+247,644
Putnam Focased Large Cap Value ETF33,90438,591+4,6871,544,9871,790,6270.14%+245,640
Arista Networks, Inc.(ANET)6,7579,146+2,389885,3701,122,9460.09%+237,576
TotalEnergies SE(TTE)02,538+2,5380236,5830.02%+236,583
Snap-on Incorporated(SNA)7,4117,675+2642,553,8312,787,7140.22%+233,883
Pacer Large Cap Cash Cows Growth - ETF18,41426,112+7,698648,358880,9840.07%+232,626
NextEra Energy(NEE)16,33316,520+1871,311,1991,534,3430.12%+223,144
Fastenal Company(FAST)04,719+4,7190218,9380.02%+218,938
Pacer Global Cash Cows Dividend ETF26,30828,173+1,8651,084,4241,302,7360.10%+218,312
Alliant Energy Corp.(LNT)26,83127,317+4861,744,2831,960,2680.15%+215,985
CareTrust REIT, Inc.(CTRE)56,73961,837+5,0982,051,6822,266,3260.18%+214,644
DaVita HealthCare Partners, Inc.01,378+1,3780211,7850.02%+211,785
Komatsu Ltd.05,269+5,2690206,8610.02%+206,861
ConocoPhillips(COP)5,6795,589-90531,643737,7930.06%+206,150
IShares Silver Trust ETF03,021+3,0210205,8510.02%+205,851
Marathon Petroleum Corp.(MPC)2,5232,5230410,315616,0660.05%+205,751
Onto Innovations, Inc.(ONTO)01,000+1,0000205,0700.02%+205,070
JPMorgan Equity Premium Income ETF18,87322,605+3,7321,080,2941,281,2590.10%+200,965
Eaton Corp., PLC(ETN)5,3675,334-331,709,4431,907,8120.15%+198,369
GE Vernova Inc.(GEV)636694+58415,671605,7930.05%+190,122
PIMCO MultiSector Bond Active - ETF66,82475,219+8,3951,782,8671,970,7300.15%+187,863
Frontline, LTD.(FRO)12,70713,152+445277,267458,4790.04%+181,212
JPMorgan Nasdaq Equity Premium Inc ETF17,11921,170+4,051994,9731,175,3850.09%+180,412
Isuzu Motors Ltd.012,452+12,4520177,9390.01%+177,939
PepsiCo Inc(PEP)15,89415,830-642,281,1472,458,2170.19%+177,070
Hilton Worldwide Holdings, Inc.(HLT)10,31310,323+102,962,4093,139,0180.25%+176,609
Gallagher, Arthur J & Co.(AJG)1,8373,003+1,166475,268650,2810.05%+175,013
Sprott Physical Gold Trust(PHYS)39,73341,878+2,1451,311,9921,484,1660.12%+172,174
Shell PLC ADR(SHEL)8,5748,622+48630,018801,8460.06%+171,828
Deere & Co.(DE)1,9771,937-40920,2541,090,8970.09%+170,643
iShares S&P Midcap 400 Index ETF66,81167,817+1,0064,409,5034,579,6720.36%+170,169
SPDR Gold Shares ETF4,7734,783+101,891,6552,058,1500.16%+166,495
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