Fund HoldingsCOZAD ASSET MANAGEMENT INC

Total Portfolio Value
$1.29B
Total Bought
$76.75M
Total Sold
$85.52M
Net Transaction
-$8.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ASML Hldg N V07,635+7,63508,1680.63%+8,168
Alcoa Upstream Corp.(AA)0131,150+131,15006,9690.54%+6,969
Lilly (Eli)(LLY)021,579+21,579023,1901.80%+23,190
Alphabet Inc., Cl. A103,69498,048-5,64625,20830,6892.38%+5,481
Delta Airlines Inc.(DAL)145,050164,138+19,0888,23211,3910.88%+3,160
Capital Group Dividend Value - ETF179,357239,446+60,0897,53810,4490.81%+2,911
T-Mobile US Inc.(TMUS)22,15737,829+15,6725,3047,6810.60%+2,377
UGI Corp.(UGI)063,210+63,21002,3660.18%+2,366
Expedia Group Inc.(EXPE)31,74032,009+2696,7849,0680.70%+2,284
Apple Inc.(AAPL)150,732149,193-1,53938,38140,5603.14%+2,179
Black Hills Corp.047,225+47,22503,2780.25%+3,278
Taiwan Semiconductor Mfg. Co. Ltd.(TSM)73,57173,976+40520,54822,4811.74%+1,933
Quest Diagnostics(DGX)010,507+10,50701,8230.14%+1,823
LAM Research Corp.(LRCX)172,005145,177-26,82823,03124,8511.93%+1,820
Goldman Sachs Group(GS)23,41923,233-18618,65020,4221.58%+1,772
Meta Platforms, Inc.(META)029,102+29,102019,2101.49%+19,210
Amazon.com, Inc.(AMZN)099,246+99,246022,9081.78%+22,908
Vanguard S&P 500 ETF25,72427,618+1,89415,75317,3201.34%+1,567
Cardinal Health(CAH)32,26631,490-7765,0646,4710.50%+1,407
Vanguard Total Stock Market ETF120,576122,059+1,48339,56940,9233.17%+1,353
Blackrock iShares US Eq Facto Rotation ETF022,003+22,00301,3380.10%+1,338
iShares MSCI Multifactor USA Small-Cap ETF84,850101,749+16,8996,3097,6190.59%+1,310
Alphabet Inc., Cl. C17,20717,218+114,1915,4030.42%+1,212
AstraZeneca PLC(AZN)012,953+12,95301,1910.09%+1,191
Costco Wholesale Corp.(COST)017,698+17,698015,2611.18%+15,261
iShares Russell Top 200 Growth ETF26,62330,355+3,7327,2858,4060.65%+1,121
HCA Healthcare, Inc.(HCA)33,05832,485-57314,08915,1661.18%+1,077
SPDR Portfolio S&P 500 Growth ETF012,976+12,97601,3850.11%+1,385
Thermo Fisher Scientific, Inc.(TMO)7,6588,028+3703,7144,6520.36%+938
Fidelity Covington TR Enhanced Int'l ETF70,75492,425+21,6712,4963,3810.26%+885
Flextronics Internat'l. Ltd.(FLEX)364,710364,450-26021,14222,0201.71%+878
Targa Resources Corp.(TRGP)026,555+26,55504,8990.38%+4,899
Vanguard Whitehall Intl Hi Div Yld Idx ETF4,31613,052+8,7363651,1750.09%+809
Caterpillar Inc.(CAT)8,2758,276+13,9484,7410.37%+793
Avantis International Equity - ETF18,68727,454+8,7671,4742,2600.18%+786
Putnam Focased Large Cap Value ETF033,904+33,90401,5450.12%+1,545
First Trust Rising Dividend Achievers ETF108,125113,698+5,5737,2727,8990.61%+626
Unilever PLC ADR(UL)09,531+9,53106230.05%+623
Nucor Corp.(NUE)019,063+19,06303,1090.24%+3,109
Vanguard Index Small Cap ETF29,78031,290+1,5107,5728,0710.63%+499
US Foods Hldg Corp.(USFD)0107,822+107,82208,1210.63%+8,121
Merck & Co Inc.(MRK)021,248+21,24802,2370.17%+2,237
Capital Group Growth - ETF169,183177,267+8,0847,4317,8830.61%+453
T. Rowe Price Capital Apprec Equity ETF35,05346,148+11,0951,3211,7640.14%+442
Salesforce.com014,245+14,24503,7740.29%+3,774
PIMCO MultiSector Bond Active - ETF51,04166,824+15,7831,3701,7830.14%+413
Synchrony Financial(SYF)20,86022,441+1,5811,4821,8720.15%+390
American Express(AXP)05,966+5,96602,2070.17%+2,207
Vanguard S&P 500 Growth ETF19,89520,335+4408,6639,0410.70%+377
Johnson & Johnson(JNJ)17,85117,815-363,3103,6870.29%+377
Omnicom Group(OMC)028,201+28,20102,2770.18%+2,277
Avantis U.S. Small Cap Value - ETF28,11331,067+2,9542,7983,1680.25%+370
Vanguard Mid Cap ETF39,30941,055+1,74611,54711,9150.92%+368
Hilton Worldwide Holdings, Inc.(HLT)010,313+10,31302,9620.23%+2,962
Great American Bancorp Inc.05,200+5,20003480.03%+348
Micron Technology, Inc.(MU)03,002+3,00208570.07%+857
IShares Core MSCI Total Int'l Stk ETF031,100+31,10002,6320.20%+2,632
Goldman Sachs ActiveBeta Int'l Eq ETF89,79593,612+3,8173,6914,0200.31%+328
SPDR S&P Value ETF106,724109,544+2,8205,9056,2230.48%+318
Helmerich & Payne Inc.(HP)50,01349,596-4171,1051,4220.11%+318
Range Resources Corporation08,630+8,63003040.02%+304
Vanguard Mega Cap ETF70,65669,845-81117,24617,5431.36%+297
Invesco S&P 500 Quality ETF A253,622251,552-2,07018,58818,8791.46%+291
Fidelity Covington TR Enhanced LC Grow ETF06,942+6,94202890.02%+289
Wal-Mart Stores(WMT)040,372+40,37204,4980.35%+4,498
Invesco PLC(IVZ)81,39682,038+6421,8672,1550.17%+288
Devon Energy Corp.(DVN)56,66561,945+5,2801,9872,2690.18%+282
AES Corp.(AES)178,398181,998+3,6002,3482,6100.20%+262
Intuitive Surgical, Inc.078,329+78,32906,8840.53%+6,884
Capital Group International Focus - ETF08,420+8,42002490.02%+249
First Mid Ill Bankshares, Inc.(FMBH)0105,870+105,87004,1290.32%+4,129
First Solar, Inc.(FSLR)5,8225,82201,2841,5210.12%+237
Cummins Engine Inc.(CMI)02,643+2,64301,3490.10%+1,349
KeyCorp(KEY)0131,970+131,97002,7240.21%+2,724
Timken Co.(TKR)028,960+28,96002,4360.19%+2,436
Jabil Circuit, Inc.(JBL)020,040+20,04004,5700.35%+4,570
NetApp Inc.(NTAP)02,030+2,03002170.02%+217
Applied Materials04,157+4,15701,0680.08%+1,068
AGNC Investment Corp(AGNC)0178,680+178,68001,9150.15%+1,915
Corning Inc.(GLW)55,44154,398-1,0434,5484,7630.37%+215
JPMorgan Nasdaq Equity Premium Inc ETF13,58017,119+3,5397819950.08%+214
Edwards Lifesciences Corp.02,448+2,44802090.02%+209
Monster Beverage Corp.02,700+2,70002070.02%+207
Vanguard World Health Care ETF08,234+8,23402,3700.18%+2,370
First Trust RBA Amern Indl Renaissance ETF02,093+2,09302060.02%+206
Sprott Physical Gold Trust(PHYS)37,34739,733+2,3861,1061,3120.10%+206
IShares - MSCI ACWI ex US ETF03,040+3,04002040.02%+204
BHP Billiton, Ltd. ADR03,330+3,33002010.02%+201
IDEXX Laboratories, Inc.0297+29702010.02%+201
United Therapeutics Corp.(UTHR)2,9902,970-201,2531,4470.11%+194
Vanguard Dividend Appreciation ETF72,27171,813-45815,59515,7831.22%+188
Invesco QQQ Tr Unit Ser. 1 ETF14,58014,550-308,7538,9380.69%+185
Coca Cola(KO)050,883+50,88303,5570.28%+3,557
CVS Health Corp.(CVS)09,340+9,34007410.06%+741
Tesla Motors Inc.4,8605,207+3472,1612,3420.18%+180
First Busey Corp.(BUSE)0247,940+247,94005,8980.46%+5,898
Arista Networks, Inc.(ANET)06,757+6,75708850.07%+885
Cisco Systems(CSCO)026,116+26,11602,0120.16%+2,012
IShares - Russell 200 Index ETF07,673+7,67301,3090.10%+1,309
Avantis Emerging Markets Equity - ETF017,833+17,83301,3740.11%+1,374
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