Fund HoldingsCOZAD ASSET MANAGEMENT INC

Total Portfolio Value
$1.14B
Total Bought
$164.23M
Total Sold
$59.12M
Net Transaction
+$105.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft Corporation(MSFT)046,200+46,200022,9802.01%+22,980
US Foods Hldg Corp.(USFD)0128,137+128,13709,8680.86%+9,868
Nvidia Corp.(NVDA)0181,581+181,581028,6882.51%+28,688
Broadcom Inc.(AVGO)088,178+88,178024,3062.12%+24,306
Flextronics Internat'l. Ltd.(FLEX)0358,520+358,520017,8971.56%+17,897
Goldman Sachs Group(GS)20,82623,845+3,01911,37716,8761.48%+5,499
LAM Research Corp.(LRCX)161,140171,090+9,95011,71516,6541.46%+4,939
Delta Airlines Inc.(DAL)24,508119,075+94,5671,0695,8560.51%+4,788
Meta Platforms, Inc.(META)024,218+24,218017,8751.56%+17,875
Vanguard Total Stock Market ETF0120,505+120,505036,6253.20%+36,625
Taiwan Semiconductor Mfg. Co. Ltd.(TSM)45,55353,070+7,5177,56212,0201.05%+4,458
AppLovin Corporation(APP)043,459+43,459015,2141.33%+15,214
First Mid Ill Bankshares, Inc.(FMBH)0102,470+102,47003,8420.34%+3,842
National Fuel Gas Co.(NFG)29,90572,137+42,2322,3686,1110.53%+3,743
United Rentals, Inc.(URI)021,807+21,807016,4291.44%+16,429
Amazon.com, Inc.(AMZN)097,880+97,880021,4741.88%+21,474
Interactive Brokers Group, Inc.(IBKR)0216,342+216,342011,9881.05%+11,988
Alphabet Inc., Cl. A0104,849+104,849018,4781.62%+18,478
Cencora, Inc.23,46429,744+6,2806,5258,9190.78%+2,394
Vanguard S&P 500 ETF22,76924,616+1,84711,70113,9831.22%+2,282
HCA Healthcare Co.(HCA)29,63932,260+2,62110,24212,3591.08%+2,117
Gen Digital Inc.(GEN)274,400314,900+40,5007,2839,2580.81%+1,975
AES Corp.(AES)0178,988+178,98801,8830.16%+1,883
Jabil Circuit, Inc.(JBL)022,240+22,24004,8510.42%+4,851
Alaska Air Group, Inc.036,795+36,79501,8210.16%+1,821
Invesco QQQ Tr Unit Ser. 1 ETF014,367+14,36707,9250.69%+7,925
Invesco S&P 500 Quality ETF A244,453251,522+7,06916,21717,9231.57%+1,706
iShares MSCI Multifactor USA Small-Cap ETF080,780+80,78005,4890.48%+5,489
iShares Russell Top 200 Growth ETF23,06126,476+3,4154,8656,5260.57%+1,662
Vanguard Mega Cap ETF072,287+72,287016,2591.42%+16,259
Quanta Services, Inc.013,955+13,95505,2760.46%+5,276
Devon Energy Corp.(DVN)049,335+49,33501,5690.14%+1,569
Capital Group Growth - ETF0152,868+152,86806,2140.54%+6,214
Hewlett Packard Enterprise Co.(HPE)0169,408+169,40803,4640.30%+3,464
Goldman Sachs ActiveBeta US LargeCp Eq ETF096,856+96,856011,7561.03%+11,756
Caterpillar Inc.(CAT)08,421+8,42103,2690.29%+3,269
Vanguard S&P 500 Growth ETF019,713+19,71307,8170.68%+7,817
Hilton Worldwide Holdings, Inc.(HLT)013,090+13,09003,4860.30%+3,486
Vanguard Russell 1000 ETF036,523+36,523010,2580.90%+10,258
Sprouts Farmers Market, Inc.06,250+6,25001,0290.09%+1,029
Vanguard Mid Cap ETF038,619+38,619010,8070.94%+10,807
JPMorgan Equity Focus - ETF
EQUITY FOCUS ETF
0137,753+137,75309,6620.84%+9,662
Civitas Resources, Inc.056,373+56,37301,5510.14%+1,551
MasterCard, Inc.(MA)025,205+25,205014,1631.24%+14,163
First Trust Rising Dividend Achievers ETF89,60098,944+9,3445,2456,2080.54%+963
Blackstone Group Inc. Cl. A093,278+93,278013,9531.22%+13,953
Capital Group Dividend Value - ETF65,23882,745+17,5072,3253,2680.29%+943
American Century U.S. Quality Growth - ETF4,73712,315+7,5784441,3440.12%+900
IShares MSCI USA Momentum Factor ETF023,747+23,74705,7070.50%+5,707
Vanguard Russell 1000 Growth ETF048,467+48,46705,2930.46%+5,293
Synchrony Financial(SYF)011,968+11,96807990.07%+799
Vanguard Growth ETF09,725+9,72504,2630.37%+4,263
Vanguard Dividend Appreciation ETF072,750+72,750014,8901.30%+14,890
Microchip Technology, Inc.(MCHP)039,176+39,17602,7570.24%+2,757
SPDR S&P 500 ETF(SPY)013,371+13,37108,2610.72%+8,261
Oracle Corp(ORCL)08,710+8,71001,9040.17%+1,904
Vanguard Information Technology ETF05,147+5,14703,4140.30%+3,414
Pacer U.S. Cash Cows 100 - ETF0221,377+221,377012,1981.07%+12,198
Digital Realty Trust Inc.(DLR)020,194+20,19403,5200.31%+3,520
J.P. Morgan Chase & Co.(JPM)012,441+12,44103,6070.32%+3,607
Vanguard Whitehall Int'l Div. Apprec. ETF06,478+6,47805840.05%+584
I.B.M.(IBM)10,18810,562+3742,5333,1130.27%+580
Goldman Sachs ActiveBeta Int'l Eq ETF78,67185,235+6,5642,8053,3800.30%+576
AGNC Investment Corp(AGNC)114,104181,459+67,3551,0931,6680.15%+574
Robinhood Markets, Inc.(HOOD)05,971+5,97105590.05%+559
Wal-Mart Stores(WMT)046,386+46,38604,5360.40%+4,536
Cardinal Health(CAH)27,96326,081-1,8823,8524,3820.38%+529
IShares Core MSCI Total Int'l Stk ETF22,78627,186+4,4001,5912,1020.18%+511
Fidelity Covington TR Enhanced Int'l ETF015,353+15,35305110.04%+511
IShares Russell 3000 Index ETF014,559+14,55905,1100.45%+5,110
Vanguard Index Small Cap ETF029,572+29,57207,0080.61%+7,008
Capital One Financial(COF)02,170+2,17004620.04%+462
First Trust NASDAQ-100 Equal Wtd ETF025,554+25,55403,4880.30%+3,488
Eaton Corp., PLC(ETN)05,355+5,35501,9120.17%+1,912
Alphabet Inc., Cl. C018,274+18,27403,2420.28%+3,242
IShares S&P MidCap 400/Barra Value ETF021,706+21,70602,6820.23%+2,682
First Trust SMID Cap Rising Div Achv ETF092,943+92,94303,2790.29%+3,279
Costco Wholesale Corp.(COST)016,749+16,749016,5801.45%+16,580
Schwab US Broad Market ETF0184,089+184,08904,3870.38%+4,387
Palantir Technologies, Inc.(PLTR)14,40011,999-2,4011,2151,6360.14%+420
American Express(AXP)4,9895,433+4441,3421,7330.15%+391
Cal-Maine Foods, Inc.(CALM)031,573+31,57303,1460.27%+3,146
Netflix Inc.(NFLX)1,3031,187-1161,2151,5900.14%+374
Vistra Corp.01,844+1,84403570.03%+357
IShares S&P Global 100 Index ETF03,160+3,16003410.03%+341
Lilly (Eli)(LLY)20,06621,695+1,62916,57316,9121.48%+339
Power Solutions International, Inc.05,131+5,13103320.03%+332
Intuitive Surgical, Inc.71,48174,137+2,6566,1556,4780.57%+323
Putnam Focased Large Cap Value ETF9,34316,874+7,5313566790.06%+323
GE Vernova Inc.(GEV)0609+60903220.03%+322
Avantis International Equity - ETF08,176+8,17606050.05%+605
Philip Morris Internat'l.(PM)13,05213,109+572,0722,3880.21%+316
Corning Inc.(GLW)054,155+54,15502,8480.25%+2,848
Franklin Templeton Mid Cap MultiFact Index05,368+5,36802920.03%+292
First Busey Corp.(BUSE)0346,737+346,73707,9350.69%+7,935
Visa Inc.(V)7,9408,608+6682,7833,0560.27%+274
Capital Group Core Equity - ETF28,35933,013+4,6549471,2190.11%+272
T. Rowe Price US Equity Research ETF015,119+15,11905880.05%+588
American Centy ETF TR Avantis US Equity017,016+17,01601,7160.15%+1,716
Booking Holdings, Inc.(BKNG)218217-11,0041,2560.11%+252
Page 1 of 1