Cozad Asset Management Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 392 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.4M, Vanguard Total Stock Market Et with a value of $33M, Broadcom Inc. with a value of $26.2M, Nvidia Corp with a value of $25.5M, and Microsoft Corp with a value of $23.7M.
Examining the 13F form we can see an increase of $21.6M in the current position value, from $1.02B to 1.04B.
Cozad Asset Management Inc is based out at Champaign, IL
Below you can find more details about Cozad Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
ETFs: $378 Million
Technology: $207 Million
Financial Services: $97.3 Million
Healthcare: $75.5 Million
Consumer Cyclical: $72 Million
Industrials: $59.6 Million
Communication Services: $47.4 Million
Consumer Defensive: $47.3 Million
Other: $56.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more