COZAD ASSET MANAGEMENT INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 709428
Institutional-grade research for retail investors
Sector Allocation
- Other33.5%$519.3M
- Technology28.9%$448.2M
- Financials10.5%$162.3M
- Industrials5.5%$85.2M
- Healthcare5.2%$80.3M
- Consumer Discretionary4.3%$66.5M
- Consumer Staples4.1%$63.9M
- Energy2.5%$39.3M
- Materials2.3%$35.3M
- Utilities1.1%$16.3M
AUM History
13fpro.ai/research/fund/cozad-asset-management-inc-709428
Conviction and streaks
Concentrating · top 10 = 24.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MU
$49.0M- Vanguard$45.6M
AAPL
$43.0MFLEX
$42.9MLRCX
$42.6MTSM
$33.8MNVDA
$32.2MGOOGL
$31.9MAVGO
$28.6MLLY
$28.5MURI
$25.9MAMZN
$24.4MASML
$23.3MGS
$23.2MIVZ
$22.4MMETA
$21.1M- Vanguard$20.3M
APP
$20.2M- Vanguard$18.4M
IBKR
$18.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cozad-asset-management-inc-709428
COZAD ASSET MANAGEMENT INC 13F holdings — Q2 2026
$1.5B portfolio (+21.6% QoQ) · 453 holdings · Q2 2026 13F · top 10 are 24% of the stock portfolio
$49.0M
3.2% of stocks
+2%This quarter—Since Q-end—HeldAIQuality89.7#1Est. buy—- 2
Vanguard Total Stock Market ETF - COM
$45.6M
3.0% of stocks
-0.8%This quarter—Since Q-end—HeldAIQuality—Est. buy— $43.0M
2.8% of stocks
-0.7%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—$42.9M
2.8% of stocks
-25%This quarter—Since Q-end—HeldAIQuality—Est. buy—$42.6M
2.8% of stocks
-12%This quarter—Since Q-end—HeldAIQuality81.7#17Est. buy—$33.8M
2.2% of stocks
-2%This quarter—Since Q-end—HeldAIQuality—Est. buy—$32.2M
2.1% of stocks
-1%This quarter—Since Q-end—Held$31.9M
2.1% of stocks
-3%This quarter—Since Q-end—Held$28.6M
1.9% of stocks
-2%This quarter—Since Q-end—Held$28.5M
1.8% of stocks
+8%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $49.0M | 3.2% | +2% | — | — | 89.7#1 | — | ||
| 2 | Vanguard Total Stock Market ETF - COM | $45.6M | 3.0% | -0.8% | — | — | — | — | |
| 3 | $43.0M | 2.8% | -0.7% | — | — | 75.7#88 | — | ||
| 4 | $42.9M | 2.8% | -25% | — | — | — | — | ||
| 5 | $42.6M | 2.8% | -12% | — | — | 81.7#17 | — | ||
| 6 | $33.8M | 2.2% | -2% | — | — | — | — | ||
| 7 | $32.2M | 2.1% | -1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $31.9M | 2.1% | -3% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $28.6M | 1.9% | -2% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $28.5M | 1.8% | +8% | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — COZAD ASSET MANAGEMENT INC (Q2 2026)
453 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | UNITED RENTALS, INC. | Industrials | $25.9M | 1.7% | 23K | +0.5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $24.4M | 1.6% | 102K | -0.1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ASML HOLDING NV | Technology | $23.3M | 1.5% | 12K | +9% | — | — | 13F | |
| 14 | GOLDMAN SACHS GROUP INC | Financials | $23.2M | 1.5% | 23K | +0.3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Invesco Ltd.etf/fund | Financials | $22.4M | 1.4% | 249K | -0.5% | — | — | 13F | |
| 16 | Meta Platforms, Inc. | Technology | $21.1M | 1.4% | 37K | +15% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | Vanguard S&P 500 ETF - COMetf/fund | — | $20.3M | 1.3% | 29K | +4% | — | — | 13F |
| 18 | AppLovin Corp | Technology | $20.2M | 1.3% | 39K | +5% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | Vanguard Mega Cap ETF - COMetf/fund | — | $18.4M | 1.2% | 67K | -3% | — | — | 13F |
| 20 | Interactive Brokers Group, Inc. | Financials | $18.2M | 1.2% | 209K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $17.8M | 1.1% | 19K | +6% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | Vanguard Dividend Appreciation ETF - COMetf/fund | — | $17.3M | 1.1% | 73K | +2% | — | — | 13F |
| 23 | MICROSOFT CORP | Technology | $16.2M | 1.1% | 44K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | DELTA AIR LINES, INC. | Industrials | $15.6M | 1.0% | 166K | +0.8% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | Capital Group Dividend Value - ETF - COMetf/fund | — | $14.2M | 0.9% | 288K | +7% | — | — | 13F |
| 26 | — | Vanguard Mid Cap ETF - COM | — | $13.3M | 0.9% | 165K | +299% | |||
| 27 | $HCA | HCA Healthcare, Inc. | Healthcare | $12.9M | 0.8% | 33K | +3% | |||
| 28 | — | Pacer U.S. Cash Cows 100 - ETF - COM | — | $12.7M | 0.8% | 203K | -0.6% | |||
| 29 | — | Goldman Sachs ActiveBeta US LargeCp Eq ETF - COM | — | $12.5M | 0.8% | 88K | -2% | |||
| 30 | $AA | Alcoa Corp | Materials | $12.1M | 0.8% | 232K | +70% | |||
| 31 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $12.0M | 0.8% | 47K | +25% | |||
| 32 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $11.1M | 0.7% | 15K | +3% | |||
| 33 | $TMUS | T-Mobile US, Inc. | Communication Services | $11.0M | 0.7% | 66K | +33% | |||
| 34 | — | Vanguard Russell 1000 ETF - COM | — | $10.8M | 0.7% | 32K | -7% | |||
| 35 | — | Schwab US Div Equity ETF - COM | — | $10.8M | 0.7% | 339K | -2% | |||
| 36 | — | JPMorgan Equity Focus - ETF - COM | — | $10.7M | 0.7% | 134K | -4% | |||
| 37 | — | iShares MSCI Multifactor USA Small-Cap ETF - COM | — | $10.4M | 0.7% | 117K | +1% | |||
| 38 | — | iShares Russell Top 200 Growth ETF - COM | — | $10.2M | 0.7% | 35K | +4% | |||
| 39 | $SPY | SPDR S&P 500 ETF TRUST | — | $9.9M | 0.6% | 13K | -2% | |||
| 40 | — | First Trust Rising Dividend Achievers ETF - COM | — | $9.6M | 0.6% | 119K | +2% | |||
| 41 | — | Vanguard Index Small Cap ETF - COM | — | $9.6M | 0.6% | 32K | +0.9% | |||
| 42 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $9.5M | 0.6% | 40K | +15% | |||
| 43 | — | Vanguard S&P 500 Growth ETF - COM | — | $9.4M | 0.6% | 113K | +457% | |||
| 44 | — | Capital Group Growth - ETF - COM | — | $9.3M | 0.6% | 197K | +0.2% | |||
| 45 | $MA | Mastercard Inc | Financials | $9.2M | 0.6% | 18K | -24% | |||
| 46 | $GLW | CORNING INC /NY | Materials | $8.9M | 0.6% | 35K | -17% | |||
| 47 | $BX | Blackstone Inc. | Financials | $8.7M | 0.6% | 74K | -11% | |||
| 48 | $CAT | CATERPILLAR INC | Industrials | $8.5M | 0.6% | 8,008 | +0.0% | |||
| 49 | $LNG | Cheniere Energy, Inc. | Energy | $8.4M | 0.5% | 35K | +1.0% | |||
| 50 | — | First Trust Morningstar Div Leaders ETF - COM | — | $8.3M | 0.5% | 172K | +6% | |||
| 51 | $PWR | QUANTA SERVICES, INC. | Industrials | $8.2M | 0.5% | 11K | -6% | |||
| 52 | $CVS | CVS HEALTH Corp | Healthcare | $8.0M | 0.5% | 77K | +122% | |||
| 53 | — | IShares MSCI USA Momentum Factor ETF - COM | — | $7.9M | 0.5% | 23K | +0.3% | |||
| 54 | $HPE | Hewlett Packard Enterprise Co | Technology | $7.5M | 0.5% | 167K | +1% | |||
| 55 | — | iShares S&P SmallCap 600 Index ETF - COM | — | $7.3M | 0.5% | 49K | -2% | |||
| 56 | $JBL | JABIL INC | Technology | $7.3M | 0.5% | 19K | -4% | |||
| 57 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $7.3M | 0.5% | 95K | -0.7% | |||
| 58 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $7.1M | 0.5% | 69K | -9% | |||
| 59 | — | SPDR S&P Value ETF - COM | — | $6.9M | 0.4% | 113K | +4% | |||
| 60 | — | Vanguard Russell 1000 Growth ETF - COM | — | $6.5M | 0.4% | 51K | +0.3% | |||
| 61 | $TRGP | Targa Resources Corp. | Energy | $6.3M | 0.4% | 24K | -7% | |||
| 62 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.3M | 0.4% | 13K | -1% | |||
| 63 | $COR | Cencora, Inc. | Consumer Staples | $6.3M | 0.4% | 22K | -17% | |||
| 64 | — | IShares Russell 3000 Index ETF - COM | — | $6.2M | 0.4% | 15K | -0.7% | |||
| 65 | $GOOG | Alphabet Inc. | Technology | $6.2M | 0.4% | 18K | +1% | |||
| 66 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.6M | 0.4% | 16K | -7% | |||
| 67 | — | Avantis International Equity - ETF - COM | — | $5.4M | 0.3% | 60K | +61% | |||
| 68 | — | Vanguard Growth ETF - COM | — | $5.3M | 0.3% | 62K | +516% | |||
| 69 | — | ProShares S&P 500 Dividend Aristocrats ETF - COM | — | $5.3M | 0.3% | 94K | +145% | |||
| 70 | — | iShares S&P Midcap 400 Index ETF - COM | — | $5.2M | 0.3% | 68K | — | |||
| 71 | — | Fidelity Covington TR Enhanced Int'l ETF - COM | — | $5.1M | 0.3% | 128K | +20% | |||
| 72 | $FMBH | FIRST MID BANCSHARES, INC. | Financials | $4.9M | 0.3% | 102K | — | |||
| 73 | — | Schwab US Broad Market ETF - COM | — | $4.8M | 0.3% | 167K | -7% | |||
| 74 | — | Vanguard Information Technology ETF - COM | — | $4.8M | 0.3% | 40K | +698% | |||
| 75 | — | First Trust SMID Cap Rising Div Achv ETF - COM | — | $4.8M | 0.3% | 111K | +2% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $4.7M | 0.3% | 62K | -4% | |||
| 77 | — | Avantis U.S. Small Cap Value - ETF - COM | — | $4.6M | 0.3% | 37K | +16% | |||
| 78 | $WMT | Walmart Inc. | Consumer Staples | $4.6M | 0.3% | 41K | +0.5% | |||
| 79 | $GRMN | GARMIN LTD | Technology | $4.5M | 0.3% | 19K | +6% | |||
| 80 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.4M | 0.3% | 17K | -2% | |||
| 81 | $TKR | TIMKEN CO | Industrials | $4.4M | 0.3% | 31K | +8% | |||
| 82 | $NUE | NUCOR CORP | Materials | $4.4M | 0.3% | 20K | +4% | |||
| 83 | $GS | GOLDMAN SACHS GROUP INC | Financials | $4.3M | 0.3% | 93K | -0.2% | |||
| 84 | $KO | COCA COLA CO | Consumer Staples | $4.1M | 0.3% | 51K | -0.8% | |||
| 85 | — | IShares MSCI USA Minimum Volatility ETF - COM | — | $4.0M | 0.3% | 42K | -3% | |||
| 86 | $ABBV | AbbVie Inc. | Healthcare | $4.0M | 0.3% | 16K | -0.9% | |||
| 87 | — | IShares Russell 2000 Index ETF - COM | — | $3.9M | 0.3% | 13K | -7% | |||
| 88 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.9M | 0.3% | 5,364 | +30% | |||
| 89 | $BKH | BLACK HILLS CORP /SD/ | Utilities | $3.8M | 0.2% | 51K | +5% | |||
| 90 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.8M | 0.2% | 7,530 | -3% | |||
| 91 | — | First Trust NASDAQ-100 Equal Wtd ETF - COM | — | $3.7M | 0.2% | 23K | -3% | |||
| 92 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $3.6M | 0.2% | 20K | -0.3% | |||
| 93 | $JPM | JPMORGAN CHASE & CO | Financials | $3.6M | 0.2% | 11K | -0.6% | |||
| 94 | $IVZ | Invesco Ltd. | Financials | $3.4M | 0.2% | 28K | -18% | |||
| 95 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $3.4M | 0.2% | 45K | +10% | |||
| 96 | $SNA | Snap-on Inc | Industrials | $3.3M | 0.2% | 8,201 | +7% | |||
| 97 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $3.2M | 0.2% | 29K | +6% | |||
| 98 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $3.2M | 0.2% | 9,591 | -7% | |||
| 99 | — | Vanguard High Dividend Yield ETF - COM | — | $3.2M | 0.2% | 20K | -2% | |||
| 100 | — | First Trust Value Line Dividend ETF - COM | — | $3.2M | 0.2% | 66K | -2% | |||
| 101 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $3.1M | 0.2% | 34K | +3% | |||
| 102 | — | IShares Russell Midcap Index ETF - COM | — | $3.1M | 0.2% | 28K | -1% | |||
| 103 | $KEY | KEYCORP /NEW/ | Financials | $3.1M | 0.2% | 135K | +3% | |||
| 104 | $SYF | Synchrony Financial | Financials | $3.1M | 0.2% | 40K | -2% | |||
| 105 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.0M | 0.2% | 26K | -1% | |||
| 106 | $ENB | ENBRIDGE INC | Energy | $3.0M | 0.2% | 56K | +5% | |||
| 107 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $3.0M | 0.2% | 13K | +6% | |||
| 108 | — | Fidelity Blue Chip Growth, ETF - COM | — | $3.0M | 0.2% | 48K | New | |||
| 109 | — | IShares Core MSCI Total Int'l Stk ETF - COM | — | $3.0M | 0.2% | 31K | -0.0% | |||
| 110 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.0M | 0.2% | 11K | +2% | |||
| 111 | $BUSE | FIRST BUSEY CORP /NV/ | Financials | $3.0M | 0.2% | 100K | -27% | |||
| 112 | — | Fidelity Merrimack Str Total Bond Fund ETF - COM | — | $2.9M | 0.2% | 65K | +3% | |||
| 113 | $DVN | DEVON ENERGY CORP/DE | Energy | $2.9M | 0.2% | 71K | +3% | |||
| 114 | — | SPDR Portfolio S&P 500 Growth ETF - COM | — | $2.9M | 0.2% | 25K | +37% | |||
| 115 | $ICE | Intercontinental Exchange, Inc. | Financials | $2.9M | 0.2% | 24K | -16% | |||
| 116 | $CALM | CAL-MAINE FOODS INC | Consumer Staples | $2.9M | 0.2% | 36K | +10% | |||
| 117 | — | iShares S&P MidCap 400/Barra Value ETF - COM | — | $2.8M | 0.2% | 19K | +4% | |||
| 118 | $V | VISA INC. | Financials | $2.8M | 0.2% | 8,122 | -9% | |||
| 119 | $AES | AES CORP | Utilities | $2.8M | 0.2% | 190K | +6% | |||
| 120 | — | Capital Group Core Equity - ETF - COM | — | $2.8M | 0.2% | 62K | +11% | |||
| 121 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $2.8M | 0.2% | 13K | +13% | |||
| 122 | $MRK | Merck & Co., Inc. | Healthcare | $2.8M | 0.2% | 21K | +1% | |||
| 123 | — | Pacer FDS TR Developed Mrkts Int'l CC ETF - COM | — | $2.7M | 0.2% | 66K | +1% | |||
| 124 | $CTRE | CareTrust REIT, Inc. | Real Estate | $2.7M | 0.2% | 66K | +7% | |||
| 125 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $2.7M | 0.2% | 52K | +191% | |||
| 126 | — | Vanguard Mid-Cap Growth ETF - COM | — | $2.6M | 0.2% | 8,652 | +33% | |||
| 127 | $NFG | NATIONAL FUEL GAS CO | Energy | $2.6M | 0.2% | 34K | +3% | |||
| 128 | — | Vanguard World Health Care ETF - COM | — | $2.5M | 0.2% | 8,232 | -0.0% | |||
| 129 | $MTG | MGIC INVESTMENT CORP | Financials | $2.4M | 0.2% | 87K | +5% | |||
| 130 | $SHW | SHERWIN WILLIAMS CO | Materials | $2.4M | 0.2% | 7,055 | -5% | |||
| 131 | $PM | Philip Morris International Inc. | Consumer Staples | $2.4M | 0.2% | 13K | — | |||
| 132 | $UGI | UGI CORP /PA/ | Utilities | $2.4M | 0.2% | 70K | +9% | |||
| 133 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $2.3M | 0.1% | 20K | +27% | |||
| 134 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $2.3M | 0.1% | 8,012 | +8% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.1% | 34K | -13% | |||
| 136 | — | SPDR S&P Dividend ETF - COM | — | $2.3M | 0.1% | 15K | +0.0% | |||
| 137 | — | Pacer U.S. Small Cap Cash Cows 100 - ETF - COM | — | $2.3M | 0.1% | 46K | -17% | |||
| 138 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $2.3M | 0.1% | 56K | +10% | |||
| 139 | $SM | SM Energy Co | Energy | $2.3M | 0.1% | 88K | +5% | |||
| 140 | $MTB | M&T BANK CORP | Financials | $2.3M | 0.1% | 9,604 | +3% | |||
| 141 | $OMC | OMNICOM GROUP INC. | Communication Services | $2.3M | 0.1% | 31K | +8% | |||
| 142 | $ETN | Eaton Corp plc | Industrials | $2.3M | 0.1% | 5,349 | +0.3% | |||
| 143 | $IVZ | Invesco Ltd. | Financials | $2.3M | 0.1% | 86K | +9% | |||
| 144 | $LNT | ALLIANT ENERGY CORP | Utilities | $2.3M | 0.1% | 30K | +8% | |||
| 145 | $PANW | Palo Alto Networks Inc | Technology | $2.2M | 0.1% | 6,575 | -21% | |||
| 146 | — | IShares Select Dividend ETF - COM | — | $2.2M | 0.1% | 14K | -4% | |||
| 147 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.2M | 0.1% | 5,188 | +4% | |||
| 148 | — | Vanguard FTSE All-World (ex. US) ETF - COM | — | $2.2M | 0.1% | 26K | +6% | |||
| 149 | — | JPMorgan Ultra-Short Income ETF - COM | — | $2.2M | 0.1% | 43K | +15% | |||
| 150 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.1M | 0.1% | 15K | +0.7% |
What changed in Q2 2026
Against the previous quarter's 13F: 40 new, 205 added to, 131 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (40)
- Fidelity Blue Chip Growth, ETF - COM$3.0M
first bought this quarter
$CPAYCORPAY, INC.$1.7M
first bought this quarter
- FT Vest U.S. Equity Buffer ETF - May - COM$1.1M
first bought this quarter
- Pacer Fds Tr Data & Digital Revolution ETF - COM$1.1M
first bought this quarter
- BD - Vanguard Mega Cap ETF 529F - COM$407K
first bought this quarter
- Morgan Stanley Total Return Bond ETF - COM$396K
first bought this quarter
+34 more in the Excel export
Added to (205)
- Vanguard Mid Cap ETF - COM+299%
now $13.3M
- Vanguard S&P 500 Growth ETF - COM+457%
now $9.4M
$AAAlcoa Corp+70%
now $12.1M
- Vanguard Growth ETF - COM+516%
now $5.3M
$CVSCVS HEALTH Corp+122%
now $8.0M
- Vanguard Information Technology ETF - COM+698%
now $4.8M
+199 more in the Excel export
Holdings by quarter
Every 13F COZAD ASSET MANAGEMENT INC has filed, 32 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
Portfolio Overview
COZAD ASSET MANAGEMENT INC disclosed 453 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 3.2% of the equity portfolio. During the quarter the fund opened 40 new positions and exited 9 and a full exit from $GEN. The portfolio is most concentrated in Other (33.5% of disclosed assets). All figures are sourced directly from COZAD ASSET MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 709428.
Funds like this
managers whose biggest positions overlap COZAD ASSET MANAGEMENT'sWCM INVESTMENT MANAGEMENT, LLC$55.16B 13F book · 4 shared top holdingsASMLAPPCAHGLWCOOKSON PEIRCE & CO INC$3.04B 13F book · 7 shared top holdingsFLEXIBKRAACAHPacer Advisors, Inc.$39.29B 13F book · 6 shared top holdingsHCAEXPETMUSCAHLONE PINE CAPITAL LLC$16.36B 13F book · 5 shared top holdingsASMLAPPGLWUSFDLYRICAL ASSET MANAGEMENT LP$7.88B 13F book · 3 shared top holdingsFLEXHCAEXPEBellwether Advisors, LLC$675.04M 13F book · 7 shared top holdingsURIFLEXCAHEXPE
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: COZAD ASSET MANAGEMENT INC
13F Pro is an AI hedge fund tracker and stock research platform. For COZAD ASSET MANAGEMENT INC (SEC CIK: 709428), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in COZAD ASSET MANAGEMENT INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.