COZAD ASSET MANAGEMENT INC Q2 2022 Filing

Filed August 9, 2022

Portfolio Value

$641.8B

Holdings

350

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (350 positions)

#StockSharesValue% PortfolioType
201
VVVanguard Large Cap ETF
3,325$573.0M0.09%
202
CLColgate Palmolive Co.
7,127$571.0M0.09%
203
SCHWCharles Schwab Corp.
9,009$569.0M0.09%
204
STZConstellation Brands, Inc.
2,421$564.0M0.09%
205
FAIFirst Trust Senior Loan Fund ETF
12,535$553.0M0.09%
206
REZIShares Residential Real Estate Capped ETF
6,862$549.0M0.09%
207
DHRDanaher Corp.
2,118$537.0M0.08%
208
EFAIShares MSCI EAFE ETF
8,567$535.0M0.08%
209
IShares TR Edge MSCI USA Value Factor ETF
5,875$532.0M0.08%
210
XLFIEnergy Select Sector SPDR ETF
7,426$531.0M0.08%
211
INTCIntel Corp.
13,806$516.0M0.08%
212
XFEBFirst Tr Large Cap Core AlphaDex Fd ETF
6,770$515.0M0.08%
213
RWLInvesco S&P 500 Revenue ETF
7,350$514.0M0.08%
214
STTState Street Corp.
8,300$512.0M0.08%
215
VBRVanguard Small Cap Value ETF
3,335$500.0M0.08%
216
IVVIShares S&P 500 Index ETF
1,312$497.0M0.08%
217
AZNAstraZeneca PLC ADR
7,528$497.0M0.08%
218
FNDBSchwab Fundamental US Broad Market ETF
9,844$494.0M0.08%
219
BSVVanguard Short-Term Bond ETF
6,437$494.0M0.08%
220
GSKGlaxoSmithKline PLC
11,295$492.0M0.08%
221
VEAVanguard Tax-Mgd Int'l Dev. Markets ETF
12,045$491.0M0.08%
222
SOSouthern Company
6,862$489.0M0.08%
223
TRVTravelers Companies Inc.
2,790$472.0M0.07%
224
CMICummins Engine Inc.
2,432$471.0M0.07%
225
MNSTMonster Beverage Corp.
5,020$465.0M0.07%
226
KNXKnight-Swift Transportation Holdings, Inc.
9,920$459.0M0.07%
227
DBEFXTrackers MSCI EAFE Hedged Equity ETF
13,076$455.0M0.07%
228
TFCTruist Financial Corp.
9,590$455.0M0.07%
229
ULUnilever PLC ADR
9,887$453.0M0.07%
230
Cisco Systems
10,581$451.0M0.07%
231
UPSUnited Parcel Service, Inc.
2,467$450.0M0.07%
232
EPSWisdomTree U.S. LargeCap Dividend ETF
7,520$444.0M0.07%
233
HONHoneywell Internat'l.
2,552$444.0M0.07%
234
TROWT. Rowe Price Dividend Growth ETF
14,862$443.0M0.07%
235
BSMYInvesco BulletShares 2025 Corp Bond ETF
21,633$442.0M0.07%
236
IBMI.B.M.
3,035$429.0M0.07%
237
WQTMWisdomTree US Quality Dividend Gr ETF
7,470$428.0M0.07%
238
XLFIMaterials Select Sector SPDR ETF
5,806$427.0M0.07%
239
DUKDuke Energy Corp
3,973$426.0M0.07%
240
ARWArrow Electronics
3,790$425.0M0.07%
241
CSTKInvesco Actively Mgd ETF
8,795$423.0M0.07%
242
VTHRVanguard Russell 3000 ETF
2,485$420.0M0.07%
243
SHELShell PLC ADR
7,951$416.0M0.06%
244
COPConocoPhillips
4,532$407.0M0.06%
245
VBKVanguard Small Cap Growth ETF
2,060$406.0M0.06%
246
LEALear Corp.
3,220$405.0M0.06%
247
MPCMarathon Petroleum Corp.
4,903$403.0M0.06%
248
WBAWalgreen Boots Alliance Inc.
10,386$394.0M0.06%
249
RTXRaytheon Technologies Corp.
4,073$391.0M0.06%
250
LOGILogitech Internat'l. SA
7,480$389.0M0.06%
251
SBUXStarbucks Corp.
5,094$389.0M0.06%
252
AMATApplied Materials
4,244$386.0M0.06%
253
MMM3M Company
2,960$383.0M0.06%
254
AJGGallagher, Arthur J & Co.
2,350$383.0M0.06%
255
Industrial Select Sector SPDR ETF
4,343$379.0M0.06%
256
ETNEaton Corp., PLC
3,008$379.0M0.06%
257
STTHealth Care Select Sector SPDR ETF
2,872$368.0M0.06%
258
FDDFirst Trust Managed Municipal ETF
7,281$368.0M0.06%
259
INFYInfosys Technologies, Ltd.
19,662$364.0M0.06%
260
ADBEAdobe Systems, Inc.
987$361.0M0.06%
261
EQNREquinor ASA
10,181$354.0M0.06%
262
LMTLockheed Martin Corp.
824$354.0M0.06%
263
CMCSAComcast Corp., Cl. A
8,867$348.0M0.05%
264
ESGVVanguard ESG US Stock - ETF
5,246$348.0M0.05%
265
LHLaboratory Corp. Am. Hldgs.
1,485$348.0M0.05%
266
LHXL3Harris Technologies
1,431$346.0M0.05%
267
NSCNorfolk Southern Corp.
1,511$343.0M0.05%
268
APDAir Products & Chem
1,421$342.0M0.05%
269
MASMasco Corp.
6,538$331.0M0.05%
270
AMGNAmgen, Inc.
1,357$330.0M0.05%
271
FDDFirst Trust NYSE Arca Biotech ETF
2,395$325.0M0.05%
272
IYRIShares US Real Estate ETF
3,531$325.0M0.05%
273
EMREmerson Electric Co.
4,071$324.0M0.05%
274
BMOBank of Montreal
3,364$324.0M0.05%
275
XLFITechnology Select Sector SPDR ETF
2,536$322.0M0.05%
276
WMWaste Management, Inc.
2,098$321.0M0.05%
277
VOOVVanguard S&P 500 Value ETF
2,353$313.0M0.05%
278
STXSeagate Technology Holdings PLC
4,313$308.0M0.05%
279
DEODiageo PLC ADR
1,749$305.0M0.05%
280
ODFLOld Dominion Freight Line, Inc.
1,180$302.0M0.05%
281
WDFCW D 40 Co.
1,489$300.0M0.05%
282
NVSNovartis AG ADR
3,498$296.0M0.05%
283
CUCAAvis Budget Group, Inc.
2,010$296.0M0.05%
284
IWYiShares Russell Top 200 Growth ETF
2,335$292.0M0.05%
285
MGKVanguard Mega Cap Growth ETF
1,603$291.0M0.05%
286
ESEversource Energy Com.
3,431$290.0M0.05%
287
AEPAmerican Electric Power
3,021$290.0M0.05%
288
AEEAmeren Corp.
3,196$289.0M0.05%
289
BALLBall Corp.
4,184$288.0M0.04%
290
NOCNorthrop Grumman
599$287.0M0.04%
291
ICFIShares Cohen & Steers REIT ETF
4,727$287.0M0.04%
292
NGGNational Grid PLC ADR
4,369$283.0M0.04%
293
MCOMoody's Corp.
1,030$280.0M0.04%
294
OSKOshkosh Corp.
3,375$277.0M0.04%
295
BHPBHP Billiton, Ltd. ADR
4,926$277.0M0.04%
296
EWEdwards Lifesciences Corp.
2,916$277.0M0.04%
297
MHGVYMowi ASA ADR
12,142$276.0M0.04%
298
BACBank of America
8,865$276.0M0.04%
299
KOCoca Cola European Partners PLC
5,132$265.0M0.04%
300
YUMYum Brands, Inc.
2,321$263.0M0.04%
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