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Kozak & Associates

Latest statistics and disclosures from Kozak & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are RWL, IETC, SPY, QQQ, IYG, and represent 50.19% of Kozak & Associates's stock portfolio.
Added to shares of these 10 stocks: RWL, IETC, DIA, ORCL, IYG, IYJ, MSFT, IBIT, PYLD, AMZN.
Started 34 new stock positions in VNQI, FNDC, TTE, MDLN, SCHR, SCHP, SCHC, AZN, SCHE, VOT.
Reduced shares in these 10 stocks: NVDA, SMH, COST, SCHW, PG, SPY, META, AVGO, SHOP, JNJ.
Sold out of its positions in NLY, AstraZeneca, DKNG, KBWB, KWEB, OXY, OXY.WS, XLK, VT, VTWO. VONG, VONV, FLUT, JCI.
Kozak & Associates was a net buyer of stock by $4.5M.
Kozak & Associates has $513M in assets under management (AUM), dropping by -0.91%.
Central Index Key (CIK): 0001764970

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Portfolio Holdings for Kozak & Associates

Kozak & Associates holds 452 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco S&p 500 Revenue Etf Etf (RWL)	13.6	$70M	+2%	587k	119.25	View chart
Ishares U.s. Tech Independence Focused Etf Etf (IETC)	12.1	$62M		654k	94.64	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	8.8	$45M		66k	686.10	View chart
Invesco Qqq Trust Series I Etf (QQQ)	8.4	$43M		70k	617.39	View chart
Ishares Us Financial Services Etf Etf (IYG)	7.3	$37M	+2%	430k	87.00	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	6.7	$34M	+2%	219k	157.13	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	6.3	$32M		306k	105.75	View chart
Vaneck Semiconductor Etf Etf (SMH)	5.6	$29M		65k	443.34	View chart
Nvidia Corporation Stock (NVDA)	4.8	$25M	-3%	130k	189.31	View chart
Apple Stock (AAPL)	4.4	$22M		86k	259.20	View chart
Microsoft Corp Stock (MSFT)	3.7	$19M		50k	384.37	View chart
Amazon Stock (AMZN)	3.7	$19M		79k	239.89	View chart
Costco Wholesale Corporation Stock (COST)	2.8	$14M		15k	980.86	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	1.6	$8.2M	+14%	17k	482.12	View chart
Schwab Charles Corp Stock (SCHW)	0.5	$2.7M	-6%	28k	96.79	View chart
Broadcom Stock (AVGO)	0.5	$2.6M	-2%	6.9k	379.75	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$2.3M		7.4k	313.67	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$2.0M		6.4k	319.20	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.6M		2.6k	619.75	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.3	$1.5M		14k	106.78	View chart
Visa Inc Com Cl A Stock (V)	0.3	$1.4M		4.7k	309.38	View chart
Caterpillar Stock (CAT)	0.3	$1.4M		1.8k	791.63	View chart
Netflix Stock (NFLX)	0.3	$1.4M		13k	103.16	View chart
Oracle Corp Stock (ORCL)	0.2	$1.2M	+349%	7.7k	155.61	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$1.1M		3.5k	321.28	View chart
Abbvie Stock (ABBV)	0.2	$982k	-4%	4.8k	206.46	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$936k		4.1k	231.00	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.2	$925k	-4%	11k	82.68	View chart
Chevron Corporation Stock (CVX)	0.2	$863k		4.5k	191.79	View chart
Deere & Co Stock (DE)	0.2	$831k		1.4k	603.09	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$756k	-4%	7.0k	107.56	View chart
Ge Vernova Stock (GEV)	0.1	$734k	-5%	740.00	991.20	View chart
American Express Stock (AXP)	0.1	$722k		2.2k	323.89	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$722k		4.7k	152.62	View chart
Blackstone Stock (BX)	0.1	$685k	+2%	5.6k	121.81	View chart
Csx Corp Stock (CSX)	0.1	$683k	-3%	16k	42.35	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$681k		1.9k	359.47	View chart
Mcdonalds Corp Stock (MCD)	0.1	$614k		2.0k	304.46	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$573k	-15%	903.00	634.38	View chart
Ge Aerospace Stock (GE)	0.1	$560k	-2%	1.8k	311.87	View chart
First Solar Stock (FSLR)	0.1	$531k		2.7k	200.35	View chart
Nextera Energy Stock (NEE)	0.1	$498k		5.4k	92.30	View chart
Darden Restaurants Stock (DRI)	0.1	$496k		2.6k	191.90	View chart
Home Depot Stock (HD)	0.1	$447k		1.3k	341.22	View chart
Goldman Sachs Group Stock (GS)	0.1	$418k		470.00	890.20	View chart
Procter & Gamble Stock (PG)	0.1	$418k	-24%	2.9k	143.60	View chart
Gilead Sciences Stock (GILD)	0.1	$417k		3.0k	139.03	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$407k		590.00	689.80	View chart
Valero Energy Corp Stock (VLO)	0.1	$406k		1.7k	242.07	View chart
Servicenow Stock (NOW)	0.1	$401k		4.5k	89.06	View chart
Cisco Sys Stock (CSCO)	0.1	$401k		4.9k	82.35	View chart
Capital One Finl Corp Stock (COF)	0.1	$373k		1.9k	197.58	View chart
Duke Energy Corp Stock (DUK)	0.1	$343k		2.6k	130.42	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$333k		3.6k	92.61	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$325k	+43%	12k	26.50	View chart
Coca Cola Stock (KO)	0.1	$296k	-12%	3.9k	76.40	View chart
Blackrock Stock (BLK)	0.1	$295k		289.00	1022.00	View chart
Johnson & Johnson Stock (JNJ)	0.1	$291k	-17%	1.2k	237.97	View chart
Williams Cos Stock (WMB)	0.1	$287k	-4%	4.0k	71.54	View chart
Xcel Energy Stock (XEL)	0.1	$281k		3.5k	80.44	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$276k	-6%	5.2k	53.35	View chart
Qualcomm Stock (QCOM)	0.1	$266k		2.0k	131.23	View chart
International Business Machs Stock (IBM)	0.1	$266k		1.1k	237.84	View chart
Lam Research Corp Stock (LRCX)	0.0	$249k		930.00	267.37	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$244k	-20%	2.1k	114.97	View chart
Altria Group Stock (MO)	0.0	$244k		3.6k	66.81	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$225k		1.9k	119.92	View chart
Madrigal Pharmaceuticals Stock (MDGL)	0.0	$223k		424.00	525.67	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$217k		1.0k	217.38	View chart
Montrose Environmental Group I Stock (MEG)	0.0	$215k		10k	21.48	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$210k		2.0k	102.81	View chart
Pepsico Stock (PEP)	0.0	$199k		1.3k	155.83	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$182k	-3%	378.00	480.19	View chart
Roper Technologies Stock (ROP)	0.0	$181k		508.00	356.32	View chart
Delta Air Lines Stock (DAL)	0.0	$175k		2.6k	67.04	View chart
Salesforce Stock (CRM)	0.0	$167k		966.00	172.90	View chart
Rtx Corporation Stock (RTX)	0.0	$163k		810.00	201.32	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$159k	-3%	234.00	679.86	View chart
Morgan Stanley Stock (MS)	0.0	$149k		821.00	181.21	View chart
Tesla Stock (TSLA)	0.0	$147k		416.00	352.42	View chart
Lowes Cos Stock (LOW)	0.0	$146k		592.00	247.12	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$146k		2.7k	53.94	View chart
At&t Stock (T)	0.0	$145k	-2%	5.7k	25.61	View chart
Electronic Arts Stock (EA)	0.0	$138k		679.00	202.66	View chart
Amgen Stock (AMGN)	0.0	$134k		383.00	350.23	View chart
Eaton Corp Stock (ETN)	0.0	$133k		330.00	403.36	View chart
Uber Technologies Stock (UBER)	0.0	$133k	+22%	1.8k	72.34	View chart
Disney Walt Stock (DIS)	0.0	$129k	-4%	1.3k	101.22	View chart
Cummins Stock (CMI)	0.0	$127k		205.00	617.41	View chart
Honeywell Intl Stock (HON)	0.0	$125k		533.00	233.54	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.0	$124k	-32%	5.8k	21.60	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$122k	+3%	261.00	467.85	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$121k	NEW	2.9k	41.59	View chart
Merck & Co Stock (MRK)	0.0	$120k		998.00	120.19	View chart
Citigroup Stock (C)	0.0	$119k		941.00	126.29	View chart
Walmart Stock (WMT)	0.0	$118k		951.00	124.52	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$117k	-21%	527.00	222.50	View chart
Ameriprise Finl Stock (AMP)	0.0	$117k		257.00	455.02	View chart
Royal Bk Cda Stock (RY)	0.0	$117k		671.00	173.67	View chart
Aflac Stock (AFL)	0.0	$117k		1.0k	112.09	View chart
Entergy Corp Stock (ETR)	0.0	$115k		1.0k	115.33	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$112k		1.0k	111.88	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$111k		3.2k	34.59	View chart
Genuine Parts Stock (GPC)	0.0	$110k		1.0k	109.77	View chart
Unitedhealth Group Stock (UNH)	0.0	$109k	-10%	347.00	313.14	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$107k		285.00	376.07	View chart
Abbott Laboratories Stock (ABT)	0.0	$106k		1.1k	100.67	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$104k		2.8k	37.42	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$97k	+10%	3.1k	31.21	View chart
Adobe Stock (ADBE)	0.0	$96k		400.00	240.11	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$95k		360.00	264.94	View chart
Advanced Micro Devices Stock (AMD)	0.0	$93k	-6%	375.00	246.83	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$92k		2.9k	31.71	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$89k	NEW	5.2k	17.08	View chart
Fedex Corp Stock (FDX)	0.0	$85k		228.00	371.73	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$83k		909.00	91.24	View chart
Southern Stock (SO)	0.0	$82k		858.00	95.96	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$82k		272.00	299.90	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$78k		788.00	99.46	View chart
Manulife Finl Corp Stock (MFC)	0.0	$75k		2.0k	37.28	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$74k		429.00	173.45	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$74k	+15%	2.6k	28.05	View chart
Texas Instrs Stock (TXN)	0.0	$73k		339.00	216.63	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$71k		2.3k	30.95	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$70k		476.00	148.00	View chart
Kroger Stock (KR)	0.0	$70k		1.0k	68.04	View chart
Boston Scientific Corp Stock (BSX)	0.0	$68k		1.1k	63.18	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$67k		213.00	315.40	View chart
Vanguard Value Etf Etf (VTV)	0.0	$66k	+8%	328.00	202.47	View chart
Simon Ppty Group Reit (SPG)	0.0	$65k		325.00	200.72	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$64k		485.00	131.78	View chart
Universal Display Corp Stock (OLED)	0.0	$64k		636.00	100.44	View chart
Paccar Stock (PCAR)	0.0	$62k		487.00	127.31	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$62k		507.00	122.22	View chart
L3harris Technologies Stock (LHX)	0.0	$61k		171.00	357.10	View chart
Zions Bancorporation Natl Assn Stock (ZION)	0.0	$60k	+6%	982.00	61.51	View chart
Tractor Supply Stock (TSCO)	0.0	$60k	-5%	1.3k	45.44	View chart
Lululemon Athletica Stock (LULU)	0.0	$60k	-14%	367.00	162.56	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$59k		3.1k	18.85	View chart
Lumentum Hldgs Stock (LITE)	0.0	$58k		66.00	871.18	View chart
United Airls Hldgs Stock (UAL)	0.0	$56k	+37%	590.00	95.20	View chart
Hercules Capital Cef (HTGC)	0.0	$55k	+2%	3.6k	15.28	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$54k	+2%	793.00	68.22	View chart
American Healthcare Reit Reit (AHR)	0.0	$52k		1.1k	48.14	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$52k		141.00	369.57	View chart
Southwest Airls Stock (LUV)	0.0	$52k		1.3k	39.45	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$52k		101.00	510.88	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$51k	+56%	152.00	337.68	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$51k	NEW	253.00	202.19	View chart
Arrow Electrs Stock (ARW)	0.0	$51k		289.00	174.90	View chart
Eastman Kodak Stock (KODK)	0.0	$50k	NEW	4.2k	11.95	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$49k	+36%	78.00	630.14	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$47k		391.00	119.97	View chart
Eli Lilly & Co Stock (LLY)	0.0	$47k	-16%	50.00	935.36	View chart
Keycorp Stock (KEY)	0.0	$45k		2.1k	21.72	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$44k		230.00	191.95	View chart
Ennis Stock (EBF)	0.0	$44k		2.0k	22.03	View chart
Autodesk Stock (ADSK)	0.0	$43k		191.00	227.14	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$43k	+20%	1.6k	26.33	View chart
Newmont Corp Stock (NEM)	0.0	$42k		362.00	116.55	View chart
Intel Corp Stock (INTC)	0.0	$42k		640.00	65.15	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$41k	+3%	150.00	276.27	View chart
Boeing Stock (BA)	0.0	$40k	-10%	181.00	222.34	View chart
Micron Technology Stock (MU)	0.0	$40k		93.00	425.77	View chart
Williams Sonoma Stock (WSM)	0.0	$39k		202.00	193.10	View chart
Phillips Edison & Co Reit (PECO)	0.0	$38k		1.0k	38.24	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$38k		285.00	132.37	View chart
Corning Stock (GLW)	0.0	$37k		213.00	175.17	View chart
Spotify Technology S A Stock (SPOT)	0.0	$36k		72.00	504.10	View chart
Linde Stock (LIN)	0.0	$36k		70.00	508.87	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$35k	+184%	617.00	57.21	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$33k		254.00	130.50	View chart
Chubb Ltd Switz Stock (CB)	0.0	$33k		100.00	329.98	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$33k		684.00	48.04	View chart
Starbucks Corp Stock (SBUX)	0.0	$32k	+234%	328.00	97.61	View chart
Paycom Software Stock (PAYC)	0.0	$31k		256.00	119.53	View chart
Automatic Data Processing Stock (ADP)	0.0	$30k		154.00	195.98	View chart
Union Pac Corp Stock (UNP)	0.0	$29k		116.00	250.84	View chart
Verizon Communications Stock (VZ)	0.0	$27k	+35%	603.00	45.43	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$27k	+2%	706.00	38.65	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$27k		396.00	68.03	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$27k		66.00	402.24	View chart
BP Adr (BP)	0.0	$26k		560.00	46.42	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$26k		229.00	113.49	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$26k		1.6k	15.90	View chart
Canary Xrp Etf Etf (XRPC)	0.0	$25k	NEW	1.8k	14.39	View chart
Pfizer Stock (PFE)	0.0	$25k	+30%	910.00	27.33	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.0	$25k	+2%	902.00	27.21	View chart
Sap Se Adr (SAP)	0.0	$24k		140.00	169.57	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$23k		244.00	95.75	View chart
Novo-nordisk A S Adr (NVO)	0.0	$23k		593.00	37.98	View chart
Emerson Elec Stock (EMR)	0.0	$22k		154.00	144.15	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$22k		3.2k	6.84	View chart
Target Corp Stock (TGT)	0.0	$22k		187.00	118.18	View chart
Nike Inc Cl B Stock (NKE)	0.0	$22k	+13%	509.00	42.92	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$21k		140.00	153.19	View chart
Insulet Corp Stock (PODD)	0.0	$21k		108.00	197.81	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$21k		223.00	93.51	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$20k	NEW	433.00	47.12	View chart
Wells Fargo & Co Stock (WFC)	0.0	$20k		229.00	86.50	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$20k	+44%	13.00	1500.23	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.0	$19k	+200%	450.00	43.07	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$19k		423.00	45.37	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$19k	NEW	645.00	28.89	View chart
Pacer Us Export Leaders Etf Etf (PEXL)	0.0	$19k		291.00	63.95	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$19k		83.00	222.71	View chart
Toll Brothers Stock (TOL)	0.0	$18k		130.00	141.45	View chart
Prudential Finl Stock (PRU)	0.0	$18k		187.00	98.28	View chart
Block Inc Cl A Stock (XYZ)	0.0	$18k	+54%	285.00	64.22	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$18k		256.00	71.10	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$18k	NEW	793.00	22.80	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$18k		430.00	41.63	View chart
Brightspire Capital Inc Com Cl A Reit (BRSP)	0.0	$18k	+2%	3.0k	5.88	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$18k	+4%	1.7k	10.37	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$18k		709.00	24.80	View chart
Oreilly Automotive Stock (ORLY)	0.0	$17k		180.00	94.01	View chart
Conocophillips Stock (COP)	0.0	$17k		135.00	123.60	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$17k		287.00	58.11	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$17k	NEW	203.00	82.05	View chart
Danaher Corp Del Stock (DHR)	0.0	$16k		82.00	196.22	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$16k		211.00	74.94	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$16k	NEW	579.00	27.04	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$16k		98.00	159.24	View chart
Eaton Vance Mortgage Opportunities Etf Etf (EVMO)	0.0	$15k		305.00	50.58	View chart
Unilever Adr (UL)	0.0	$15k		258.00	58.33	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$15k		146.00	102.00	View chart
Guggenheim Strategic Opportun Com Sbi Cef (GOF)	0.0	$15k	+4%	1.3k	11.42	View chart
Companhia De Saneamento Basico Adr (SBS)	0.0	$15k		439.00	33.68	View chart
Cencora Stock (COR)	0.0	$15k		46.00	319.13	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.0	$15k		276.00	53.11	View chart
Paypal Hldgs Stock (PYPL)	0.0	$15k		308.00	47.46	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$14k		113.00	127.63	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$14k		111.00	127.23	View chart
Zscaler Stock (ZS)	0.0	$14k		112.00	122.62	View chart
Howmet Aerospace Stock (HWM)	0.0	$14k		53.00	256.58	View chart
Snowflake Stock (SNOW)	0.0	$14k		101.00	134.24	View chart
Cheniere Energy Partners L P Com Unit Stock (CQP)	0.0	$14k		217.00	62.35	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$13k	NEW	260.00	51.44	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$13k	+3%	169.00	77.97	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$13k	NEW	328.00	40.07	View chart
Medline Inc Com Cl A Stock (MDLN)	0.0	$13k	NEW	275.00	47.22	View chart
Victorias Secret And Stock (VSCO)	0.0	$13k		259.00	49.94	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$13k		95.00	134.00	View chart
Jacobs Solutions Stock (J)	0.0	$13k		101.00	125.54	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$12k		100.00	124.24	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$12k	NEW	360.00	34.37	View chart
Totalenergies Se Act Stock (TTE)	0.0	$12k	NEW	131.00	93.44	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$12k		21.00	577.62	View chart
Ionq Stock (IONQ)	0.0	$12k	+33%	400.00	29.76	View chart
Axcelis Technologies Stock (ACLS)	0.0	$12k		107.00	110.74	View chart
Akre Focus Etf Etf (AKRE)	0.0	$12k		221.00	53.34	View chart
Hershey Stock (HSY)	0.0	$12k		60.00	196.15	View chart
Boston Beer Inc Cl A Stock (SAM)	0.0	$12k		48.00	243.12	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$12k		117.00	98.99	View chart
Ishares Gold Trust Etf (IAU)	0.0	$12k	+41%	129.00	89.21	View chart
Skyx Platforms Corp Stock (SKYX)	0.0	$11k		10k	1.14	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$11k		219.00	51.66	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$11k		469.00	23.89	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$11k		63.00	174.29	View chart
Synchrony Financial Stock (SYF)	0.0	$11k		148.00	74.03	View chart
Unum Group Stock (UNM)	0.0	$11k		142.00	77.13	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$11k		105.00	102.22	View chart
Halliburton Stock (HAL)	0.0	$11k		272.00	38.63	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$11k		237.00	44.23	View chart
American Elec Pwr Stock (AEP)	0.0	$11k		78.00	134.19	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$10k		50.00	208.00	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$10k		182.00	57.09	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$10k	NEW	409.00	24.92	View chart
Hca Healthcare Stock (HCA)	0.0	$10k		20.00	508.15	View chart
Intuit Stock (INTU)	0.0	$10k		27.00	372.11	View chart
Intuitive Surgical Stock (ISRG)	0.0	$9.6k		21.00	458.95	View chart
GSK Adr (GSK)	0.0	$9.1k		155.00	58.94	View chart
Barclays Adr (BCS)	0.0	$9.1k		381.00	23.83	View chart
Royal Caribbean Group Stock (RCL)	0.0	$9.1k		32.00	283.53	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$8.8k	+3%	1.8k	5.05	View chart
General Mtrs Stock (GM)	0.0	$8.8k	+22%	114.00	76.96	View chart
Carrier Global Corporation Stock (CARR)	0.0	$8.5k		132.00	64.32	View chart
Carnival Corp Stock (CCL)	0.0	$8.4k		302.00	27.71	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$8.3k		63.00	131.81	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$8.2k		60.00	137.38	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$8.0k		55.00	145.73	View chart
Applied Matls Stock (AMAT)	0.0	$7.9k		20.00	395.75	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B Adr (SQM)	0.0	$7.9k		90.00	87.63	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$7.9k	NEW	226.00	34.84	View chart
Fortinet Stock (FTNT)	0.0	$7.9k		100.00	78.74	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$7.7k		79.00	97.10	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$7.4k	-14%	269.00	27.39	View chart
Victory Cap Hldgs Inc Del Com Cl A Stock (VCTR)	0.0	$7.2k		105.00	68.91	View chart
HSBC HLDGS Adr (HSBC)	0.0	$7.2k		79.00	90.97	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$7.1k	NEW	144.00	49.02	View chart
Mckesson Corp Stock (MCK)	0.0	$6.9k		8.00	864.62	View chart
3M Stock (MMM)	0.0	$6.9k		45.00	153.27	View chart
Rigetti Computing Stock (RGTI)	0.0	$6.8k		450.00	15.13	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$6.8k		65.00	104.06	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.0	$6.4k		1.0k	6.44	View chart
V F Corp Stock (VFC)	0.0	$6.2k		337.00	18.46	View chart
HP Stock (HPQ)	0.0	$5.9k	-34%	308.00	19.21	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$5.7k		13.00	440.08	View chart
Rio Tinto Adr (RIO)	0.0	$5.7k		57.00	99.19	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$5.6k		4.00	1392.50	View chart
Zim Integrated Shipping Serv Stock (ZIM)	0.0	$5.4k		205.00	26.53	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$5.4k	+2%	96.00	55.80	View chart
Snap On Stock (SNA)	0.0	$5.3k		14.00	375.93	View chart
Lloyds Banking Group Adr (LYG)	0.0	$5.3k		951.00	5.53	View chart
Lucid Group Stock (LCID)	0.0	$5.2k		567.00	9.24	View chart
Bath & Body Works Stock (BBWI)	0.0	$5.2k		281.00	18.37	View chart
Marvell Technology Stock (MRVL)	0.0	$5.2k		39.00	132.13	View chart
Colgate Palmolive Stock (CL)	0.0	$5.1k		61.00	83.61	View chart
Cvs Health Corp Stock (CVS)	0.0	$5.1k		65.00	78.45	View chart
Bhp Billiton Adr (BHP)	0.0	$5.1k		65.00	78.11	View chart
Parker-hannifin Corp Stock (PH)	0.0	$5.0k		5.00	995.80	View chart
Pulte Group Stock (PHM)	0.0	$5.0k		41.00	120.85	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$4.8k		155.00	30.74	View chart
Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG)	0.0	$4.7k		69.00	67.91	View chart
Ebay Stock (EBAY)	0.0	$4.7k		48.00	97.58	View chart
Td Synnex Corporation Stock (SNX)	0.0	$4.7k		23.00	202.78	View chart
Cion Invt Corp Stock (CION)	0.0	$4.7k	+3%	658.00	7.07	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$4.6k	NEW	112.00	40.83	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.0	$4.4k	NEW	209.00	21.28	View chart
Ing Groep Adr (ING)	0.0	$4.4k		152.00	29.18	View chart
RH Stock (RH)	0.0	$4.4k		35.00	126.23	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$4.4k		137.00	32.01	View chart
Dominion Energy Stock (D)	0.0	$4.4k		69.00	63.22	View chart
General Mills Stock (GIS)	0.0	$4.4k	+12500%	126.00	34.56	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$4.3k	-23%	59.00	73.42	View chart
Sanofi Sa Adr (SNY)	0.0	$4.3k		92.00	46.96	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$4.3k	NEW	87.00	49.61	View chart
Solventum Corp Stock (SOLV)	0.0	$4.3k		64.00	67.41	View chart
Proshares Short S&p500 Etf (SH)	0.0	$4.3k		118.00	36.05	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$4.2k		52.00	81.42	View chart
Electrocore Stock (ECOR)	0.0	$4.2k		666.00	6.29	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$4.2k		21.00	198.10	View chart
Ubs Group Stock (UBS)	0.0	$4.1k		96.00	42.62	View chart
Ingersoll Rand Stock (IR)	0.0	$4.0k		46.00	87.70	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$3.9k		68.00	57.10	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$3.8k		5.00	751.80	View chart
First Horizon Corporation Stock (FHN)	0.0	$3.6k		147.00	24.34	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$3.5k		36.00	97.36	View chart
Builders Firstsource Stock (BLDR)	0.0	$3.5k		40.00	87.53	View chart
Transforce Stock (TFII)	0.0	$3.5k		28.00	124.29	View chart
Msc Income Fund Cef (MSIF)	0.0	$3.5k	+50%	280.00	12.34	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.0	$3.4k		100.00	34.00	View chart
Realty Income Corp Reit (O)	0.0	$3.3k		52.00	63.02	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$3.3k		25.00	131.04	View chart
Novartis Adr (NVS)	0.0	$3.2k		21.00	154.48	View chart
Hawaiian Elec Inds Inc Mtn Be Stock (HE)	0.0	$3.2k		208.00	15.26	View chart
Marriott Vacations Worldwide C Stock (VAC)	0.0	$3.1k	+2%	46.00	68.24	View chart
Landstar Sys Stock (LSTR)	0.0	$3.1k		18.00	171.56	View chart
The Cigna Group Stock (CI)	0.0	$3.1k		11.00	279.73	View chart
Paychex Stock (PAYX)	0.0	$3.1k		34.00	90.29	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$3.0k		21.00	142.10	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$3.0k		350.00	8.47	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$3.0k	NEW	110.00	26.82	View chart
D-wave Quantum Stock (QBTS)	0.0	$2.9k		200.00	14.65	View chart
Invesco Value Mun Income Tr Cef (IIM)	0.0	$2.8k		226.00	12.58	View chart
Dow Hldgs Stock (DOW)	0.0	$2.8k		70.00	39.86	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$2.6k		5.00	514.20	View chart
Templeton Emerging Mkts Cef (EMF)	0.0	$2.5k	-11%	129.00	19.24	View chart
Four Corners Ppty Tr Reit (FCPT)	0.0	$2.2k		89.00	25.04	View chart
Ford Mtr Stock (F)	0.0	$2.2k	-59%	183.00	12.17	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$2.2k		37.00	58.35	View chart
Udr Reit (UDR)	0.0	$2.1k		62.00	34.48	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$2.1k		60.00	34.18	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.0	$2.0k		39.00	51.64	View chart
T-mobile Us Stock (TMUS)	0.0	$2.0k		10.00	200.20	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$1.9k		46.00	41.54	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$1.8k		17.00	107.35	View chart
Fortive Corp Stock (FTV)	0.0	$1.8k		30.00	60.40	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$1.8k		79.00	22.77	View chart
Archer Daniels Midland Stock (ADM)	0.0	$1.8k	+4%	26.00	68.62	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$1.8k		22.00	80.73	View chart
Kyndryl Hldgs Stock (KD)	0.0	$1.7k		133.00	13.07	View chart
Mackenzie Rlty Cap Stock (MKZR)	0.0	$1.7k		529.00	3.26	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$1.7k		13.00	129.15	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$1.6k	NEW	72.00	22.67	View chart
Kraft Heinz Stock (KHC)	0.0	$1.6k	+2%	73.00	22.29	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$1.5k		41.00	37.73	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$1.5k	+4%	24.00	63.50	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$1.4k		26.00	54.85	View chart
Corteva Stock (CTVA)	0.0	$1.4k		16.00	85.31	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$1.4k	-76%	13.00	104.92	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$1.4k		25.00	54.48	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$1.4k	NEW	38.00	35.66	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.0	$1.3k	NEW	36.00	36.86	View chart
Dynatrace Stock (DT)	0.0	$1.3k		39.00	33.74	View chart
Clearway Energy Inc Cl A Stock (CWEN.A)	0.0	$1.3k		32.00	39.94	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$1.3k	NEW	27.00	46.78	View chart
Alcoa Corp Stock (AA)	0.0	$1.3k		17.00	73.88	View chart
Amentum Holdings Stock (AMTM)	0.0	$1.2k		44.00	27.57	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$1.2k		250.00	4.73	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$1.2k		36.00	32.44	View chart
Fidelity International Value Factor Etf Etf (FIVA)	0.0	$1.1k		30.00	36.87	View chart
Lumen Technologies Stock (LUMN)	0.0	$1.1k		142.00	7.76	View chart
Qnity Electronics Stock (Q)	0.0	$1.1k	NEW	8.00	135.25	View chart
Innoviz Technologies Stock (INVZ)	0.0	$1.0k		1.5k	0.69	View chart
Ses Ai Corporation Cl A Stock (SES)	0.0	$1.0k		1.0k	1.01	View chart
Metlife Stock (MET)	0.0	$957.000200		13.00	73.62	View chart
Ready Capital Corp Reit (RC)	0.0	$850.024800		531.00	1.60	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$816.000600	NEW	57.00	14.32	View chart
Bunge Global Sa Stock (BG)	0.0	$772.000200		6.00	128.67	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$770.000000		4.00	192.50	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$767.000000		4.00	191.75	View chart
Agilent Technologies Stock (A)	0.0	$715.999800		6.00	119.33	View chart
Global X Copper Miners Etf Etf (COPX)	0.0	$710.000000		8.00	88.75	View chart
Tc Energy Corp Stock (TRP)	0.0	$686.999500		11.00	62.45	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$654.000000		3.00	218.00	View chart
Wrap Technologies Stock (WRAP)	0.0	$625.991100		399.00	1.57	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$609.000600		13.00	46.85	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$551.000000	NEW	5.00	110.20	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$548.000000	NEW	2.00	274.00	View chart
Air Products And Chemicals Stock (APD)	0.0	$487.000000		2.00	243.50	View chart
Viatris Stock (VTRS)	0.0	$484.998500		35.00	13.86	View chart
Ralliant Corp Stock (RAL)	0.0	$468.000000		10.00	46.80	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$357.999900	NEW	3.00	119.33	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$320.000000		4.00	80.00	View chart
Organon & Co Stock (OGN)	0.0	$303.001200	+2%	36.00	8.42	View chart
Solid Power Inc Class A Stock (SLDP)	0.0	$298.000000		100.00	2.98	View chart
Ishares Top 20 U.s. Stocks Etf Etf (TOPT)	0.0	$271.999800	NEW	9.00	30.22	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$256.000000		2.00	128.00	View chart
Lyondellbasell Industries Nv Shs - A - Stock (LYB)	0.0	$252.000000	-25%	3.00	84.00	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$182.000000		7.00	26.00	View chart
Medtronic Stock (MDT)	0.0	$176.000000		2.00	88.00	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$147.999900		3.00	49.33	View chart
American Tower Corp Reit (AMT)	0.0	$129.000000		1.00	129.00	View chart
Lifevantage Corp Stock (LFVN)	0.0	$104.000000		25.00	4.16	View chart
Enlightify Stock (ENFY)	0.0	$102.995200		121.00	0.85	View chart
South Bow Corp Stock (SOBO)	0.0	$66.000000		2.00	33.00	View chart
Goldmining Stock (GLDG)	0.0	$65.000000		50.00	1.30	View chart
Vivos Therapeutics Stock (VVOS)	0.0	$60.000500		49.00	1.22	View chart
Avanos Med Stock (AVNS)	0.0	$58.000000		4.00	14.50	View chart
Global Wtr Res Stock (GWRS)	0.0	$57.000300		7.00	8.14	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$56.000000	-99%	1.00	56.00	View chart
Invesco Rafi Emerging Markets Etf Etf (PXH)	0.0	$56.000000	NEW	2.00	28.00	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$54.000000	-99%	1.00	54.00	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$48.000000		1.00	48.00	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$43.000000	-99%	1.00	43.00	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$34.000000	-98%	1.00	34.00	View chart
Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ)	0.0	$24.000000	NEW	1.00	24.00	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.0	$15.000000		1.00	15.00	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$14.000000	-99%	1.00	14.00	View chart
Icl Group Stock (ICL)	0.0	$9.000000		2.00	4.50	View chart
Stryker Corporation Stock (SYK)	0.0	$0		0	0.00	View chart
Clorox Co Del Stock (CLX)	0.0	$0		0	0.00	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$0		0	0.00	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$0		0	0.00	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$0		0	0.00	View chart
Prologis Reit (PLD)	0.0	$0		0	0.00	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$0		0	0.00	View chart
Global Self Storage Reit (SELF)	0.0	$0		0	0.00	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$0		0	0.00	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$0		0	0.00	View chart
Healthpeak Properties Reit (DOC)	0.0	$0		0	0.00	View chart

Past Filings by Kozak & Associates

SEC 13F filings are viewable for Kozak & Associates going back to 2020

Kozak & Associates 2026 Q1 filed April 14, 2026
Kozak & Associates 2025 Q4 filed Jan. 12, 2026
Kozak & Associates 2025 Q3 filed Nov. 18, 2025
Kozak & Associates 2025 Q2 filed July 10, 2025
Kozak & Associates 2025 Q1 filed April 15, 2025
Kozak & Associates 2024 Q4 filed Jan. 6, 2025
Kozak & Associates 2024 Q3 filed Oct. 17, 2024
Kozak & Associates 2024 Q2 filed July 5, 2024
Kozak & Associates 2024 Q1 filed May 17, 2024
Kozak & Associates 2023 Q4 filed Jan. 17, 2024
Kozak & Associates 2023 Q3 filed Oct. 17, 2023
Kozak & Associates 2023 Q2 filed July 5, 2023
Kozak & Associates 2023 Q1 filed April 3, 2023
Kozak & Associates 2022 Q4 filed Jan. 3, 2023
Kozak & Associates 2022 Q3 filed Oct. 12, 2022
Kozak & Associates 2022 Q2 filed Oct. 12, 2022

View all past filings

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