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Kozak & Associates

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

Top 5 stock holdings are IETC, SPYG, SPY, QQQ, RWL, and represent 40.56% of Kozak & Associates's stock portfolio.
Added to shares of these 10 stocks: PJFV (+$25M), IJK (+$25M), PYLD (+$18M), EMXC (+$14M), SPYG (+$12M), FNDE (+$8.2M), NLR (+$7.7M), GOOG (+$6.8M), DIA, MSFT.
Started 24 new stock positions in FDS, CMS, SPGI, NLR, FSSL, GSY, ADI, CCL, PPG, FVD. PULS, FTCS, PJFV, EL, ITW, ET.PI, AMLP, GD, VPLS, WEC, EMXC, MRP, SNDK, CWEN.
Reduced shares in these 10 stocks: RWL (-$33M), IETC (-$20M), SMH (-$16M), IYJ (-$13M), IYG (-$12M), QQQ, NVDA, SPY, AAPL, COST.
Sold out of its positions in AEM, Carnival Corporation, CWEN.A, CLX, CRWV, HAUZ, DFIS, FSK, FTNT, SELF.
Kozak & Associates was a net buyer of stock by $14M.
Kozak & Associates has $576M in assets under management (AUM), dropping by 12.34%.
Central Index Key (CIK): 0001764970

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Portfolio Holdings for Kozak & Associates

Kozak & Associates holds 451 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U.s. Tech Independence Focused Etf Etf (IETC)	8.5	$49M	-28%	465k	105.85	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	8.4	$49M	+33%	409k	118.44	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	8.2	$47M	-4%	63k	745.76	View chart
Invesco Qqq Trust Series I Etf (QQQ)	8.0	$46M	-8%	64k	725.17	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	7.4	$43M	-43%	334k	128.48	View chart
Ishares Us Financial Services Etf Etf (IYG)	4.9	$28M	-29%	305k	92.31	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	4.6	$27M	+1525%	231k	116.07	View chart
Pgim Jennison Focused Value Etf Etf (PJFV)	4.4	$25M	NEW	259k	97.98	View chart
Vaneck Semiconductor Etf Etf (SMH)	4.3	$25M	-39%	40k	620.47	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	4.1	$24M	-34%	144k	165.69	View chart
Apple Stock (AAPL)	4.1	$23M	-8%	79k	294.38	View chart
Nvidia Corporation Stock (NVDA)	4.0	$23M	-10%	116k	197.58	View chart
Microsoft Corp Stock (MSFT)	3.6	$21M	+7%	54k	384.28	View chart
Amazon Stock (AMZN)	3.2	$18M	-4%	76k	241.70	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	3.1	$18M	+5449%	681k	26.34	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.4	$14M	NEW	140k	98.53	View chart
Costco Wholesale Corporation Stock (COST)	2.1	$12M	-11%	13k	924.66	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	1.9	$11M	+25%	21k	522.40	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.6	$9.1M	+298%	25k	357.90	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	1.4	$8.2M	+63629%	209k	39.40	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	1.3	$7.7M	NEW	67k	114.87	View chart
Broadcom Stock (AVGO)	0.5	$2.6M	+3%	7.1k	369.32	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$2.5M		7.5k	334.08	View chart
Schwab Charles Corp Stock (SCHW)	0.4	$2.5M	-6%	26k	95.78	View chart
Caterpillar Stock (CAT)	0.3	$1.9M	+4%	1.9k	991.29	View chart
Visa Inc Com Cl A Stock (V)	0.3	$1.6M		4.7k	351.05	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$1.3M		2.6k	521.91	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$1.3M	-2%	3.5k	361.20	View chart
Abbvie Stock (ABBV)	0.2	$1.2M		4.8k	251.06	View chart
Oracle Corp Stock (ORCL)	0.2	$1.1M		7.7k	142.50	View chart
Netflix Stock (NFLX)	0.2	$976k		13k	74.19	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.2	$961k	-6%	11k	91.87	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$908k		4.1k	224.08	View chart
Deere & Co Stock (DE)	0.2	$867k		1.4k	627.55	View chart
Ge Vernova Stock (GEV)	0.1	$802k	-4%	707.00	1134.47	View chart
Csx Corp Stock (CSX)	0.1	$782k		16k	48.33	View chart
American Express Stock (AXP)	0.1	$778k		2.2k	348.02	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$758k	+90%	13k	56.63	View chart
Chevron Corporation Stock (CVX)	0.1	$753k		4.5k	165.69	View chart
Ge Aerospace Stock (GE)	0.1	$741k	+10%	2.0k	374.92	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$699k		1.9k	368.25	View chart
Blackstone Stock (BX)	0.1	$678k		5.7k	119.55	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$649k		4.8k	136.29	View chart
First Solar Stock (FSLR)	0.1	$615k		2.7k	232.08	View chart
Cisco Sys Stock (CSCO)	0.1	$573k		4.9k	117.00	View chart
Mcdonalds Corp Stock (MCD)	0.1	$548k		2.0k	269.49	View chart
Darden Restaurants Stock (DRI)	0.1	$526k		2.6k	201.92	View chart
Servicenow Stock (NOW)	0.1	$506k	+6%	4.8k	105.80	View chart
Goldman Sachs Group Stock (GS)	0.1	$469k	-2%	460.00	1019.83	View chart
Nextera Energy Stock (NEE)	0.1	$465k		5.4k	86.37	View chart
Valero Energy Corp Stock (VLO)	0.1	$454k		1.7k	269.48	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$451k	-18%	736.00	612.87	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$439k		585.00	749.55	View chart
Home Depot Stock (HD)	0.1	$427k	-7%	1.2k	350.97	View chart
Capital One Finl Corp Stock (COF)	0.1	$387k		1.9k	204.86	View chart
Gilead Sciences Stock (GILD)	0.1	$378k		3.0k	125.97	View chart
Qualcomm Stock (QCOM)	0.1	$373k		2.1k	181.89	View chart
Lam Research Corp Stock (LRCX)	0.1	$364k		930.00	391.34	View chart
Duke Energy Corp Stock (DUK)	0.1	$331k		2.6k	125.78	View chart
International Business Machs Stock (IBM)	0.1	$322k		1.1k	286.22	View chart
Coca Cola Stock (KO)	0.1	$317k		3.9k	81.29	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$315k	+28%	2.4k	130.27	View chart
Procter & Gamble Stock (PG)	0.1	$315k	-26%	2.1k	147.45	View chart
Johnson & Johnson Stock (JNJ)	0.1	$310k		1.2k	253.90	View chart
Williams Cos Stock (WMB)	0.1	$294k		4.0k	72.77	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$288k	-4%	4.9k	58.37	View chart
Blackrock Stock (BLK)	0.0	$285k		291.00	980.45	View chart
Xcel Energy Stock (XEL)	0.0	$281k		3.5k	79.70	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$276k		3.6k	76.58	View chart
Altria Group Stock (MO)	0.0	$263k		3.7k	71.54	View chart
Delta Air Lines Stock (DAL)	0.0	$243k		2.6k	93.05	View chart
Madrigal Pharmaceuticals Stock (MDGL)	0.0	$218k		424.00	514.39	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$213k		2.1k	103.01	View chart
Onterris Stock (ONT)	0.0	$206k		10k	20.62	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$202k	-21%	1.7k	121.63	View chart
Advanced Micro Devices Stock (AMD)	0.0	$192k	-5%	355.00	540.88	View chart
Tesla Stock (TSLA)	0.0	$190k	+7%	446.00	425.30	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$189k		378.00	499.74	View chart
Pepsico Stock (PEP)	0.0	$181k		1.3k	141.19	View chart
Roper Technologies Stock (ROP)	0.0	$181k		509.00	354.83	View chart
Morgan Stanley Stock (MS)	0.0	$175k		826.00	211.75	View chart
Salesforce Stock (CRM)	0.0	$158k		969.00	163.19	View chart
Rtx Corporation Stock (RTX)	0.0	$156k		813.00	191.72	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$142k		2.7k	52.45	View chart
Amgen Stock (AMGN)	0.0	$140k		389.00	361.02	View chart
Cummins Stock (CMI)	0.0	$140k		205.00	683.37	View chart
Royal Bk Cda Stock (RY)	0.0	$140k		671.00	208.31	View chart
Electronic Arts Stock (EA)	0.0	$140k		680.00	205.35	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.0	$137k		5.8k	23.47	View chart
Eaton Corp Stock (ETN)	0.0	$136k		330.00	412.31	View chart
Citigroup Stock (C)	0.0	$133k		945.00	140.16	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$127k		529.00	239.54	View chart
Aflac Stock (AFL)	0.0	$125k		1.1k	118.51	View chart
Ameriprise Finl Stock (AMP)	0.0	$124k		258.00	479.57	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$122k	+443%	1.4k	86.19	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$122k		1.0k	121.90	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$122k		234.00	520.87	View chart
Merck & Co Stock (MRK)	0.0	$119k	-4%	951.00	125.42	View chart
Genuine Parts Stock (GPC)	0.0	$118k		1.0k	117.38	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$117k		285.00	408.87	View chart
Millrose Pptys Inc Com Cl A Reit (MRP)	0.0	$114k	NEW	3.8k	29.66	View chart
Unitedhealth Group Stock (UNH)	0.0	$114k	-23%	267.00	427.08	View chart
Entergy Corp Stock (ETR)	0.0	$113k		1.0k	112.86	View chart
At&t Stock (T)	0.0	$112k	-3%	5.5k	20.48	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$111k		3.1k	35.62	View chart
Disney Walt Stock (DIS)	0.0	$110k	-10%	1.1k	95.71	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$108k		361.00	299.06	View chart
Walmart Stock (WMT)	0.0	$104k		960.00	108.78	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$102k		2.8k	36.52	View chart
Texas Instrs Stock (TXN)	0.0	$102k		341.00	297.97	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$100k		2.9k	34.42	View chart
Abbott Laboratories Stock (ABT)	0.0	$98k		1.1k	92.17	View chart
Micron Technology Stock (MU)	0.0	$96k		93.00	1030.71	View chart
Energy Transfer L P 9.250 Fxd Pfd I Preferred (ET.PI)	0.0	$94k	NEW	8.2k	11.42	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$93k		910.00	102.55	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$87k	+295%	1.1k	80.39	View chart
Lowes Cos Stock (LOW)	0.0	$84k	-35%	379.00	222.02	View chart
Southern Stock (SO)	0.0	$82k		865.00	95.15	View chart
Manulife Finl Corp Stock (MFC)	0.0	$81k		2.0k	40.72	View chart
Intel Corp Stock (INTC)	0.0	$81k		640.00	126.97	View chart
Adobe Stock (ADBE)	0.0	$81k	-3%	385.00	210.98	View chart
United Airls Hldgs Stock (UAL)	0.0	$80k		590.00	135.13	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$78k		2.3k	34.12	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$78k		787.00	98.53	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$76k		478.00	159.58	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$74k		431.00	172.19	View chart
Simon Ppty Group Reit (SPG)	0.0	$73k		328.00	223.18	View chart
Fedex Corp Stock (FDX)	0.0	$72k		228.00	313.76	View chart
Vanguard Value Etf Etf (VTV)	0.0	$71k		329.00	217.16	View chart
Zions Bancorporation Natl Assn Stock (ZION)	0.0	$70k		989.00	70.68	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$69k		485.00	141.85	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$66k	-4%	483.00	136.77	View chart
Southwest Airls Stock (LUV)	0.0	$66k		1.3k	50.46	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$63k		141.00	444.23	View chart
Arrow Electrs Stock (ARW)	0.0	$61k		289.00	209.61	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$60k		3.2k	19.05	View chart
Eli Lilly & Co Stock (LLY)	0.0	$60k		50.00	1198.44	View chart
Paccar Stock (PCAR)	0.0	$59k		488.00	121.26	View chart
Hercules Capital Cef (HTGC)	0.0	$59k	+2%	3.7k	15.92	View chart
Kroger Stock (KR)	0.0	$58k		1.0k	56.24	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$56k		152.00	368.86	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$56k		796.00	70.39	View chart
Universal Display Corp Stock (OLED)	0.0	$53k		639.00	83.07	View chart
Lumentum Hldgs Stock (LITE)	0.0	$53k		66.00	801.17	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$53k	-53%	1.5k	35.00	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$51k		66.00	772.74	View chart
L3harris Technologies Stock (LHX)	0.0	$51k		174.00	292.80	View chart
Keycorp Stock (KEY)	0.0	$48k		2.1k	23.25	View chart
Corning Stock (GLW)	0.0	$47k		213.00	220.63	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$47k		253.00	183.81	View chart
Boston Scientific Corp Stock (BSX)	0.0	$46k		1.1k	43.06	View chart
Williams Sonoma Stock (WSM)	0.0	$46k		202.00	227.65	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$46k	-26%	1.9k	23.73	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$45k		1.6k	27.30	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$44k	-3%	145.00	301.55	View chart
Ennis Stock (EBF)	0.0	$43k		2.0k	21.71	View chart
Lululemon Athletica Stock (LULU)	0.0	$43k		367.00	116.40	View chart
Phillips Edison & Co Reit (PECO)	0.0	$42k		1.0k	41.54	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$41k		254.00	161.01	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$41k	-22%	78.00	519.65	View chart
Boeing Stock (BA)	0.0	$40k		181.00	218.78	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$39k	-26%	57.00	684.42	View chart
Eastman Kodak Stock (KODK)	0.0	$39k		4.2k	9.30	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$39k	+5%	653.00	59.19	View chart
Linde Stock (LIN)	0.0	$38k	+2%	72.00	533.60	View chart
Autodesk Stock (ADSK)	0.0	$38k		191.00	199.76	View chart
Chubb Stock (CB)	0.0	$36k	+3%	103.00	351.73	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$36k		285.00	125.73	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$36k	-64%	1.0k	34.00	View chart
Starbucks Corp Stock (SBUX)	0.0	$35k	+3%	341.00	103.25	View chart
Uber Technologies Stock (UBER)	0.0	$35k	-74%	477.00	72.66	View chart
Paycom Software Stock (PAYC)	0.0	$34k		257.00	133.72	View chart
Newmont Corp Stock (NEM)	0.0	$34k		363.00	93.32	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$33k		684.00	48.27	View chart
Union Pac Corp Stock (UNP)	0.0	$32k		116.00	277.74	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$31k		711.00	43.93	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$30k	NEW	365.00	82.47	View chart
Novo-nordisk A S Adr (NVO)	0.0	$29k		593.00	48.77	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$29k		397.00	72.52	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$28k		229.00	123.49	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$28k		1.6k	17.18	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.0	$27k	+2%	921.00	29.21	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$27k	-69%	64.00	413.66	View chart
Snowflake Stock (SNOW)	0.0	$26k		101.00	261.19	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$26k	+2%	721.00	35.96	View chart
Verizon Communications Stock (VZ)	0.0	$26k		612.00	41.99	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$26k	-59%	2.1k	12.19	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$24k		396.00	60.53	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$24k		13.00	1843.08	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$24k		248.00	95.90	View chart
Nike Inc Cl B Stock (NKE)	0.0	$23k	+2%	524.00	43.03	View chart
Skyx Platforms Corp Stock (SKYX)	0.0	$22k	+100%	20k	1.12	View chart
Emerson Elec Stock (EMR)	0.0	$22k	+3%	160.00	139.77	View chart
Sap Se Adr (SAP)	0.0	$22k		140.00	159.15	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$22k		140.00	158.24	View chart
Block Inc Cl A Stock (XYZ)	0.0	$22k		285.00	77.13	View chart
Pacer Us Export Leaders Etf Etf (PEXL)	0.0	$22k		292.00	74.47	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$22k		3.2k	6.68	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$22k		223.00	96.89	View chart
Prudential Finl Stock (PRU)	0.0	$21k		189.00	111.12	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$21k		100.00	209.28	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$21k		428.00	48.22	View chart
Ionq Stock (IONQ)	0.0	$21k		400.00	51.40	View chart
Toll Brothers Stock (TOL)	0.0	$21k		130.00	157.81	View chart
Tractor Supply Stock (TSCO)	0.0	$20k	-52%	632.00	32.26	View chart
BP Adr (BP)	0.0	$20k		563.00	36.16	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$20k		647.00	31.13	View chart
Victorias Secret And Stock (VSXY)	0.0	$20k		259.00	77.71	View chart
Wells Fargo & Co Stock (WFC)	0.0	$20k		230.00	85.92	View chart
Canary Xrp Etf Etf (XRPC)	0.0	$20k		1.8k	11.26	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$20k		83.00	236.87	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$20k		256.00	76.34	View chart
Iren Limited Ordinary Shares Stock (IREN)	0.0	$20k		450.00	43.32	View chart
Axcelis Technologies Stock (ACLS)	0.0	$19k		107.00	178.33	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$19k		98.00	191.07	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$19k		431.00	43.12	View chart
Insulet Corp Stock (PODD)	0.0	$17k		108.00	159.79	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$17k		213.00	80.49	View chart
Brightspire Capital Inc Com Cl A Reit (BRSP)	0.0	$17k	+2%	3.1k	5.47	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$17k		580.00	29.41	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$17k		203.00	83.05	View chart
Oreilly Automotive Stock (ORLY)	0.0	$17k		180.00	92.69	View chart
Zscaler Stock (ZS)	0.0	$16k		112.00	146.45	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$16k		146.00	111.08	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.0	$16k		112.00	143.02	View chart
Danaher Corp Del Stock (DHR)	0.0	$16k		82.00	194.15	View chart
Unilever Adr (UL)	0.0	$16k		261.00	60.84	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$16k		113.00	138.58	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.0	$16k		276.00	56.66	View chart
Eaton Vance Mortgage Opportunities Etf Etf (EVMO)	0.0	$15k		305.00	49.94	View chart
Pfizer Stock (PFE)	0.0	$15k	-30%	637.00	23.89	View chart
Howmet Aerospace Stock (HWM)	0.0	$14k		53.00	268.00	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$14k		473.00	29.96	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$14k	-53%	108.00	131.13	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$14k		50.00	279.18	View chart
Conocophillips Stock (COP)	0.0	$14k		135.00	103.18	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$14k		95.00	144.57	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$14k		361.00	37.91	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$14k		261.00	52.25	View chart
Paypal Hldgs Stock (PYPL)	0.0	$14k		309.00	44.02	View chart
Cheniere Energy Partners L P Com Unit Stock (CQP)	0.0	$13k		220.00	60.63	View chart
Cencora Stock (COR)	0.0	$13k		46.00	288.41	View chart
Unum Group Stock (UNM)	0.0	$13k		143.00	91.19	View chart
Applied Matls Stock (AMAT)	0.0	$13k		20.00	650.90	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$13k		167.00	76.37	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$13k		117.00	109.00	View chart
Jacobs Solutions Stock (J)	0.0	$13k		101.00	125.24	View chart
Companhia De Saneamento Basico Adr (SBS)	0.0	$13k	+400%	2.2k	5.75	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.0	$13k		62.00	201.71	View chart
Sandisk Corp Stock (SNDK)	0.0	$12k	NEW	6.00	2032.17	View chart
Akre Focus Etf Etf (AKRE)	0.0	$12k		221.00	54.14	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$12k		218.00	54.78	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$12k		106.00	109.73	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$12k		21.00	547.14	View chart
Medline Inc Com Cl A Stock (MDLN)	0.0	$12k		275.00	41.73	View chart
Synchrony Financial Stock (SYF)	0.0	$11k		148.00	76.80	View chart
Hershey Stock (HSY)	0.0	$11k		60.00	178.78	View chart
Marvell Technology Stock (MRVL)	0.0	$11k		39.00	273.87	View chart
American Elec Pwr Stock (AEP)	0.0	$11k		78.00	135.78	View chart
Barclays Adr (BCS)	0.0	$10k		381.00	27.27	View chart
Royal Caribbean Group Stock (RCL)	0.0	$9.8k		32.00	307.53	View chart
Totalenergies Se Act Stock (TTE)	0.0	$9.8k		131.00	74.80	View chart
Ishares Gold Trust Etf (IAU)	0.0	$9.8k		129.00	75.96	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$9.7k		237.00	41.14	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$9.5k		55.00	173.05	View chart
Carrier Global Corporation Stock (CARR)	0.0	$9.5k		132.00	72.07	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$9.3k		63.00	147.54	View chart
Halliburton Stock (HAL)	0.0	$9.0k		273.00	33.07	View chart
Victory Cap Hldgs Inc Del Com Cl A Stock (VCTR)	0.0	$9.0k		105.00	85.90	View chart
General Mtrs Stock (GM)	0.0	$8.6k		114.00	75.82	View chart
Target Corp Stock (TGT)	0.0	$8.6k	-64%	66.00	130.38	View chart
Carnival Corp Ltd Common Shares Stock (CCL)	0.0	$8.6k	NEW	302.00	28.48	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$8.6k		60.00	142.60	View chart
Boston Beer Inc Cl A Stock (SAM)	0.0	$8.5k		48.00	177.62	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$8.5k		182.00	46.50	View chart
Intuitive Surgical Stock (ISRG)	0.0	$8.5k		21.00	402.38	View chart
Rigetti Computing Stock (RGTI)	0.0	$8.4k		450.00	18.68	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$8.1k		226.00	36.04	View chart
Hca Healthcare Stock (HCA)	0.0	$8.1k		20.00	402.55	View chart
GSK Adr (GSK)	0.0	$8.0k		155.00	51.30	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$7.8k		79.00	98.54	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$7.7k		65.00	119.09	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.0	$7.6k		1.0k	7.61	View chart
HSBC HLDGS Adr (HSBC)	0.0	$7.6k		79.00	95.81	View chart
Fs Specialty Lending Fd Com Sh Ben Int Cef (FSSL)	0.0	$7.4k	NEW	657.00	11.21	View chart
3M Stock (MMM)	0.0	$7.3k		45.00	161.27	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$7.1k	-56%	125.00	56.58	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$7.0k		145.00	48.55	View chart
Cvs Health Corp Stock (CVS)	0.0	$6.9k		66.00	104.52	View chart
HP Stock (HPQ)	0.0	$6.8k		310.00	21.99	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B Adr (SQM)	0.0	$6.7k		90.00	74.22	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$6.5k		13.00	498.00	View chart
Bath & Body Works Stock (BBWI)	0.0	$6.4k		284.00	22.38	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$6.4k	-11%	237.00	26.81	View chart
Mckesson Corp Stock (MCK)	0.0	$6.1k		8.00	768.00	View chart
Td Synnex Corporation Stock (SNX)	0.0	$5.9k		23.00	257.09	View chart
RH Stock (RH)	0.0	$5.7k		35.00	164.06	View chart
V F Corp Stock (VFC)	0.0	$5.7k		339.00	16.83	View chart
Lloyds Banking Group Adr (LYG)	0.0	$5.6k		951.00	5.90	View chart
Snap On Stock (SNA)	0.0	$5.6k		14.00	399.71	View chart
Electrocore Stock (ECOR)	0.0	$5.5k		666.00	8.30	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$5.4k		97.00	56.15	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$5.4k		4.00	1353.50	View chart
Pulte Group Stock (PHM)	0.0	$5.4k		41.00	131.61	View chart
Bhp Billiton Adr (BHP)	0.0	$5.3k		65.00	82.22	View chart
Ebay Stock (EBAY)	0.0	$5.3k		48.00	110.96	View chart
Rio Tinto Adr (RIO)	0.0	$5.3k		57.00	93.35	View chart
Solventum Corp Stock (SOLV)	0.0	$5.0k		64.00	78.34	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$4.9k		155.00	31.85	View chart
Parker-hannifin Corp Stock (PH)	0.0	$4.9k		5.00	972.00	View chart
Ing Groep Adr (ING)	0.0	$4.8k		152.00	31.48	View chart
Ubs Group Stock (UBS)	0.0	$4.8k		96.00	49.72	View chart
General Mills Stock (GIS)	0.0	$4.7k		125.00	37.77	View chart
D-wave Quantum Stock (QBTS)	0.0	$4.7k		200.00	23.50	View chart
Marriott Vacations Worldwide C Stock (VAC)	0.0	$4.6k		46.00	100.65	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$4.5k		21.00	213.43	View chart
Cion Invt Corp Stock (CION)	0.0	$4.5k	+4%	687.00	6.51	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$4.5k		52.00	85.92	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$4.4k		138.00	31.72	View chart
Shinhan Financial Group Co Ltd Spn Adr Restrd Adr (SHG)	0.0	$4.3k		69.00	62.52	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$4.2k		87.00	48.33	View chart
Paychex Stock (PAYX)	0.0	$4.2k	+20%	41.00	102.20	View chart
Tfi International Stock (TFII)	0.0	$4.0k		28.00	141.64	View chart
Proshares Short S&p500 Etf (SH)	0.0	$3.9k		119.00	33.15	View chart
Dominion Energy Stock (D)	0.0	$3.9k	-15%	58.00	67.59	View chart
Automatic Data Processing Stock (ADP)	0.0	$3.9k	-88%	17.00	230.06	View chart
First Horizon Corporation Stock (FHN)	0.0	$3.9k		148.00	26.08	View chart
Sanofi Sa Adr (SNY)	0.0	$3.8k		92.00	41.63	View chart
Landstar Sys Stock (LSTR)	0.0	$3.8k		18.00	211.78	View chart
Lucid Group Stock (LCID)	0.0	$3.8k		567.00	6.63	View chart
Ingersoll Rand Stock (IR)	0.0	$3.7k		46.00	80.87	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$3.7k		25.00	148.72	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$3.7k	-3%	57.00	64.47	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$3.6k		68.00	52.81	View chart
Builders Firstsource Stock (BLDR)	0.0	$3.4k		40.00	84.78	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$3.3k		350.00	9.43	View chart
Msc Income Fund Cef (MSIF)	0.0	$3.3k		280.00	11.76	View chart
Intuit Stock (INTU)	0.0	$3.3k	-55%	12.00	273.33	View chart
Novartis Adr (NVS)	0.0	$3.2k		21.00	154.14	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$3.2k	-22%	87.00	36.28	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$3.2k		5.00	630.00	View chart
Realty Income Corp Reit (O)	0.0	$3.1k	-3%	50.00	61.82	View chart
Templeton Emerging Mkts Cef (EMF)	0.0	$3.0k		131.00	22.68	View chart
Invesco Value Mun Income Tr Cef (IIM)	0.0	$3.0k		230.00	12.86	View chart
Smith & Nephew Plc Spdn Adr (SNN)	0.0	$2.9k		100.00	28.73	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$2.8k		21.00	134.29	View chart
Hawaiian Elec Inds Inc Mtn Be Stock (HE)	0.0	$2.8k		208.00	13.41	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$2.6k		5.00	513.40	View chart
Udr Reit (UDR)	0.0	$2.5k		62.00	40.79	View chart
Analog Devices Stock (ADI)	0.0	$2.3k	NEW	6.00	390.00	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$2.2k	+2%	38.00	58.97	View chart
Four Corners Ppty Tr Reit (FCPT)	0.0	$2.2k		90.00	24.67	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.0	$2.1k		60.00	35.57	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.0	$2.1k		39.00	53.13	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$2.0k		17.00	119.76	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$1.9k		46.00	42.17	View chart
Ford Mtr Stock (F)	0.0	$1.9k	-23%	140.00	13.64	View chart
Dow Hldgs Stock (DOW)	0.0	$1.9k		70.00	27.13	View chart
Fortive Corp Stock (FTV)	0.0	$1.9k		30.00	62.40	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$1.9k	+7%	14.00	132.14	View chart
Kraft Heinz Stock (KHC)	0.0	$1.8k		74.00	24.95	View chart
T-mobile Us Stock (TMUS)	0.0	$1.8k		10.00	181.10	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$1.8k		79.00	22.66	View chart
Dynatrace Stock (DT)	0.0	$1.8k		39.00	45.38	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$1.7k		41.00	40.63	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$1.5k		250.00	5.90	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$1.4k		26.00	55.62	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$1.4k		25.00	56.48	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$1.4k		13.00	107.31	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$1.4k		24.00	58.08	View chart
Corteva Stock (CTVA)	0.0	$1.4k		16.00	85.50	View chart
Archer Daniels Midland Stock (ADM)	0.0	$1.4k	-30%	18.00	75.39	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$1.3k		22.00	59.77	View chart
Qnity Electronics Stock (Q)	0.0	$1.2k		8.00	153.62	View chart
Fidelity International Value Factor Etf Etf (FIVA)	0.0	$1.2k		30.00	38.80	View chart
Innoviz Technologies Stock (INVZ)	0.0	$1.1k		1.5k	0.76	View chart
Clearway Energy Inc Cl C Stock (CWEN)	0.0	$1.1k	NEW	33.00	33.15	View chart
General Dynamics Corp Stock (GD)	0.0	$1.1k	NEW	3.00	363.00	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.1k	NEW	4.00	269.00	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$1.0k		57.00	18.09	View chart
Lumen Technologies Stock (LUMN)	0.0	$1.0k		142.00	7.13	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$981.000400	NEW	19.00	51.63	View chart
Ses Ai Corporation Cl A Stock (SES)	0.0	$956.000000		1.0k	0.96	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$954.000000		36.00	26.50	View chart
Ready Capital Corp Reit (RC)	0.0	$945.020700		531.00	1.78	View chart
Metlife Stock (MET)	0.0	$939.999500	-15%	11.00	85.45	View chart
Mackenzie Rlty Cap Stock (MKZR)	0.0	$898.982600		529.00	1.70	View chart
Amentum Holdings Stock (AMTM)	0.0	$888.998000		44.00	20.20	View chart
Agilent Technologies Stock (A)	0.0	$814.000200		6.00	135.67	View chart
Alcoa Corp Stock (AA)	0.0	$814.000800		17.00	47.88	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$735.000000		3.00	245.00	View chart
Ralliant Corp Stock (RAL)	0.0	$718.000000		10.00	71.80	View chart
Global X Copper Miners Etf Etf (COPX)	0.0	$629.000000		8.00	78.62	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$619.000000		4.00	154.75	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$609.000600		13.00	46.85	View chart
Cms Energy Corp Stock (CMS)	0.0	$607.000000	NEW	8.00	75.88	View chart
Wrap Technologies Stock (WRAP)	0.0	$590.998800		399.00	1.48	View chart
Wec Energy Group Stock (WEC)	0.0	$586.000000	NEW	5.00	117.20	View chart
Viatris Stock (VTRS)	0.0	$572.001500		35.00	16.34	View chart
Air Products And Chemicals Stock (APD)	0.0	$503.000000		2.00	251.50	View chart
Organon & Co Stock (OGN)	0.0	$482.000400		36.00	13.39	View chart
Colgate Palmolive Stock (CL)	0.0	$472.000000	-91%	5.00	94.40	View chart
American Tower Corp Reit (AMT)	0.0	$452.000100	+200%	3.00	150.67	View chart
S&p Global Stock (SPGI)	0.0	$416.000000	NEW	1.00	416.00	View chart
Kyndryl Hldgs Stock (KD)	0.0	$384.000000	-75%	32.00	12.00	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$342.000000		4.00	85.50	View chart
Ishares Top 20 U.s. Stocks Etf Etf (TOPT)	0.0	$296.000100		9.00	32.89	View chart
Solid Power Inc Class A Stock (SLDP)	0.0	$259.000000		100.00	2.59	View chart
Factset Resh Sys Stock (FDS)	0.0	$247.000000	NEW	1.00	247.00	View chart
Ppg Inds Stock (PPG)	0.0	$245.000000	NEW	2.00	122.50	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$234.999800		7.00	33.57	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$196.000000		2.00	98.00	View chart
Medtronic Stock (MDT)	0.0	$158.000000		2.00	79.00	View chart
Lifevantage Corp Stock (LFVN)	0.0	$156.000000		25.00	6.24	View chart
Avanos Med Stock (AVNS)	0.0	$99.000000		4.00	24.75	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$62.000000		1.00	62.00	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$55.000000		1.00	55.00	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$54.000000		1.00	54.00	View chart
Global Wtr Res Stock (GWRS)	0.0	$54.000100		7.00	7.71	View chart
Goldmining Stock (GLDG)	0.0	$44.000000		50.00	0.88	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$43.000000		1.00	43.00	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$38.000000	-66%	1.00	38.00	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$35.000000		1.00	35.00	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$33.000000	NEW	1.00	33.00	View chart
Invesco Ultra Short Duration Etf Etf (GSY)	0.0	$29.000000	NEW	1.00	29.00	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$28.000000	NEW	1.00	28.00	View chart
Vivos Therapeutics Stock (VVOS)	0.0	$24.000200		49.00	0.49	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.0	$20.000000		1.00	20.00	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.0	$14.000000		1.00	14.00	View chart
Guggenheim Strategic Opportun Com Sbi Cef (GOF)	0.0	$10.000000	-99%	1.00	10.00	View chart
Icl Group Stock (ICL)	0.0	$9.000000		2.00	4.50	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.0	$4.000000	-99%	1.00	4.00	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$0		0	0.00	View chart
Stryker Corporation Stock (SYK)	0.0	$0		0	0.00	View chart
Lyondellbasell Industries Nv Shs - A - Stock (LYB)	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
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$0		0	0.00	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$0	NEW	0	0.00	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$0		0	0.00	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$0		0	0.00	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$0		0	0.00	View chart
State Street Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	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
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	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
The Cigna Group Stock (CI)	0.0	$0		0	0.00	View chart
Enlightify Stock (ENFY)	0.0	$0		121.00	0.00	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$0		0	0.00	View chart
Bunge Global Sa Stock (BG)	0.0	$0		0	0.00	View chart
Vanguard Core Plus Bond Etf Etf (VPLS)	0.0	$0	NEW	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 Q2 filed July 2, 2026
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

View all past filings

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