COZAD ASSET MANAGEMENT INC Q2 2021 Filing

Filed July 29, 2021

Portfolio Value

$637.0B

Holdings

348

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (348 positions)

#StockSharesValue% PortfolioType
101
KOCoca Cola
31,037$1.7B0.26%
102
TSLATesla Motors Inc., Com
2,469$1.7B0.26%
103
XFEBFirst Tr TCW Opportunistic Fixed Inc ETF
31,078$1.7B0.26%
104
ENBEnbridge Inc.
41,102$1.6B0.26%
105
ORealty Income Corp.
24,604$1.6B0.26%
106
DTEDTE Energy
12,621$1.6B0.26%
107
ORIOld Republic Nat'l. Corp.
65,345$1.6B0.26%
108
NOWServiceNow, Inc.
2,899$1.6B0.25%
109
KMBKimberly Clark Corp
11,605$1.6B0.24%
110
CFGCitizens Financial Group
33,667$1.5B0.24%
111
CAHCardinal Health
26,504$1.5B0.24%
112
PGProcter and Gamble
11,126$1.5B0.24%
113
KHCKraft Heinz Co.
36,463$1.5B0.23%
114
VUGVanguard Growth ETF
5,157$1.5B0.23%
115
MCDMcDonalds Corp.
6,326$1.5B0.23%
116
ITWOProShares S&P 500 Dividend Aristocrats ETF
16,031$1.5B0.23%
117
CLXClorox Co.
8,011$1.4B0.23%
118
GISGeneral Mills
23,228$1.4B0.22%
119
PACWUSDPacWest Bancorp
34,185$1.4B0.22%
120
VOTVanguard Mid-Cap Growth ETF
5,895$1.4B0.22%
121
HPEHewlett Packard Enterprise Co.
95,410$1.4B0.22%
122
OMFSInvesco Russell 1000 Dynamic Multi ETF
29,140$1.4B0.21%
123
PKGPackaging Corp. of America
10,010$1.4B0.21%
124
UMPQUSDUmpqua Holdings Corp.
72,478$1.3B0.21%
125
NLYEURAnnaly Capital Mgmt Inc.
149,771$1.3B0.21%
126
KROKronos Worldwide, Inc.
92,546$1.3B0.21%
127
XFEBFirst Trust Dow Jones Internet ETF
5,396$1.3B0.21%
128
WisdomTree International Hdgd Div Gr ETF
29,688$1.3B0.21%
129
Apartment Income REIT Corp.
27,596$1.3B0.21%
130
QCOMQualcomm Inc.
8,832$1.3B0.20%
131
4I1Philip Morris Internat'l.
12,184$1.2B0.19%
132
FITBFifth Third Bancorp
31,445$1.2B0.19%
133
AQLTIShares Select Dividend ETF
10,275$1.2B0.19%
134
BKHBlack Hills Corp.
18,127$1.2B0.19%
135
FDDFirst Trust Mid Cap Core AlphaDEX ETF
11,884$1.2B0.19%
136
AGNC Investment Corp
70,342$1.2B0.19%
137
IShares Edge MSCI USA Quality Factor ETF
8,879$1.2B0.19%
138
VTWGVanguard Russell 1000 Value ETF
16,602$1.2B0.18%
139
GEMGoldman Sachs ActiveBeta Emerging Mkts ETF
28,070$1.1B0.18%
140
VIRTVirtu Financial Inc
41,256$1.1B0.18%
141
VWOVanguard Emerging Mkts. ETF
20,887$1.1B0.18%
142
SCHXSchwab US Large-Cap ETF
10,770$1.1B0.18%
143
FDDFirst Trust Preferred Secs & Inc ETF
53,059$1.1B0.17%
144
SCHASchwab Strategic US Small-Cap ETF
10,330$1.1B0.17%
145
TSMTaiwan Semiconductor Mfg. Co.
8,875$1.1B0.17%
146
MDYSPDR S&P MidCap 400 ETF
2,112$1.0B0.16%
147
JPMJ.P. Morgan Chase & Co.
6,535$1.0B0.16%
148
VVisa Inc.
4,337$1.0B0.16%
149
WTRGEssentials Utilities Inc.
21,895$1.0B0.16%
150
LOWLowe's Cos
5,111$991.0M0.16%
151
LOGILogitech Internat'l. SA
8,030$971.0M0.15%
152
IEMGIShares TR Core 1-5yr Bond ETF
18,930$971.0M0.15%
153
NEENextEra Energy
13,201$967.0M0.15%
154
AFLAFLAC, Inc.
17,956$964.0M0.15%
155
UNPUnion Pacific Corp.
4,257$936.0M0.15%
156
WMTWal-Mart Stores
6,597$930.0M0.15%
157
IWPIShares Russell Midcap Growth Index ETF
8,114$919.0M0.14%
158
LEALear Corp.
5,120$897.0M0.14%
159
SCHMSchwab US Mid-Cap ETF
11,458$897.0M0.14%
160
LMTLockheed Martin Corp.
2,338$885.0M0.14%
161
ADPAutomatic Data Processing
4,446$883.0M0.14%
162
ORCLOracle Corp
11,301$880.0M0.14%
163
JPMorgan Ultra-Short Income ETF
17,320$879.0M0.14%
164
IWBIShares Russell 1000 Index Fund ETF
3,415$827.0M0.13%
165
SCHWCharles Schwab Corp.
11,145$811.0M0.13%
166
ODFLOld Dominion Freight Line, Inc
3,190$810.0M0.13%
167
CMCSAComcast Corp., Cl. A
14,150$807.0M0.13%
168
BACVerizon Communications
13,320$746.0M0.12%
169
SPDR Dow Jones Industrial Average ETF
2,142$739.0M0.12%
170
BDXBecton Dickinson & Co.
2,994$728.0M0.11%
171
VBKVanguard Small Cap Growth ETF
2,471$716.0M0.11%
172
SCHGSchwab US Large-Cap Growth ETF
4,795$700.0M0.11%
173
EFAIShares MSCI EAFE ETF
8,631$681.0M0.11%
174
VVVanguard Large Cap ETF
3,385$680.0M0.11%
175
STZConstellation Brands, Inc.
2,906$680.0M0.11%
176
HOLXHologic, Inc.
9,830$656.0M0.10%
177
PYPLPaypal Hldgs Inc.
2,237$652.0M0.10%
178
VTVVanguard Value ETF
4,661$641.0M0.10%
179
Cisco Systems
12,014$637.0M0.10%
180
TAT&T Inc.
21,655$623.0M0.10%
181
CATCaterpillar Inc.
2,816$613.0M0.10%
182
DISWalt Disney Co
3,455$607.0M0.10%
183
CNCCentene Corp.
8,202$598.0M0.09%
184
Zynga Inc., Cl. A
56,100$596.0M0.09%
185
ELVAnthem, Inc.
1,559$595.0M0.09%
186
KNXKnight-Swift Transportation Ho
13,070$594.0M0.09%
187
IYHIShares US Healthcare ETF
2,150$587.0M0.09%
188
IWFIShares Russell 1000 Growth Index ETF
2,144$582.0M0.09%
189
INTCIntel Corp.
10,368$582.0M0.09%
190
FAIFirst Trust Senior Loan Fund ETF
12,098$581.0M0.09%
191
ULUnilever PLC ADR
9,897$579.0M0.09%
192
CLColgate Palmolive Co.
7,001$570.0M0.09%
193
CMICummins Engine Inc.
2,334$569.0M0.09%
194
IVVIShares S&P 500 Index ETF
1,317$566.0M0.09%
195
AMTAmerican Tower Corp.
2,080$562.0M0.09%
196
BYDBOYD Gaming Corp
9,060$557.0M0.09%
197
MOAltria Group, Inc.
11,681$557.0M0.09%
198
BURLBurlington Stores, Inc.
1,725$555.0M0.09%
199
REZIShares Residential Real Estat
6,612$551.0M0.09%
200
FNDBSchwab Fundamental US Broad Market ETF
10,133$551.0M0.09%
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