COZAD ASSET MANAGEMENT INC Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$1.0T

Holdings

397

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (397 positions)

#StockSharesValue% PortfolioType
101
WMBWilliams Companies
62,208$2.6B0.26%
102
ORIOld Republic Nat'l. Corp.
85,144$2.6B0.26%
103
IWMIShares Russell 2000 Index ETF
12,848$2.6B0.26%
104
JPMJ.P. Morgan Chase & Co.
12,320$2.5B0.25%
105
SNASnap-on Incorporated
9,360$2.4B0.24%
106
IWRIShares Russell Midcap Index ETF
30,150$2.4B0.24%
107
VHTVanguard World Health Care ETF
9,181$2.4B0.24%
108
BBYBest Buy Company, Inc.
28,837$2.4B0.24%
109
CATCaterpillar Inc.
7,121$2.4B0.24%
110
VYMVanguard High Dividend Yield ETF
19,401$2.3B0.23%
111
FDDFirst Trust SMID Cap Rising Div Achv ETF
67,983$2.3B0.23%
112
MCDMcDonalds Corp.
8,863$2.3B0.23%
113
PGProcter and Gamble
13,509$2.2B0.22%
114
OMCOmnicom Group
24,409$2.2B0.22%
115
ESSEssex Property Trust
7,813$2.1B0.21%
116
SPDR S&P Dividend ETF
16,705$2.1B0.21%
117
JNJJohnson & Johnson
14,302$2.1B0.21%
118
SAIASaia, Inc.
4,360$2.1B0.21%
119
JPMorgan Ultra-Short Income ETF
40,485$2.0B0.20%
120
GENGen Digital Inc.
80,450$2.0B0.20%
121
GPKGraphic Packaging Holding Company
76,650$2.0B0.20%
122
PANWPalo Alto Networks, Inc.
5,902$2.0B0.20%
123
GISGeneral Mills
31,504$2.0B0.20%
124
GLWCorning Inc.
51,198$2.0B0.20%
125
AVUVAvantis U.S. Small Cap Value - ETF
21,888$2.0B0.20%
126
AWRAmerican States Water Co.
26,973$2.0B0.20%
127
KEYKeyCorp
136,866$1.9B0.19%
128
MTGMGIC Investment Corp.
90,195$1.9B0.19%
129
ITWIllinois Tool Works
8,100$1.9B0.19%
130
ENBEnbridge Inc.
53,761$1.9B0.19%
131
TSMTaiwan Semiconductor Mfg. Co. Ltd.
10,690$1.9B0.19%
132
SPGIS&P Global, Inc.
4,156$1.9B0.18%
133
DYHTarget Corp.
12,278$1.8B0.18%
134
HEESEURH&E Equipment Services, Inc.
41,031$1.8B0.18%
135
GPCGenuine Parts Co.
12,826$1.8B0.18%
136
TEXTerex Corp.
32,044$1.8B0.18%
137
ETNEaton Corp., PLC
5,533$1.7B0.17%
138
AQLTIShares Select Dividend ETF
14,322$1.7B0.17%
139
ABTAbbott Laboratories
16,637$1.7B0.17%
140
CALMCal-Maine Foods, Inc.
28,261$1.7B0.17%
141
IPInternational Paper
39,307$1.7B0.17%
142
CSWCCapital Southwest Corp.
64,778$1.7B0.17%
143
MCOWPacer FDS TR Developed Mrkts Int'l CC ETF
55,307$1.7B0.17%
144
XOMExxon Mobil Corp.
14,424$1.7B0.17%
145
IBMI.B.M.
9,419$1.6B0.16%
146
M & T Bank Corp.
10,743$1.6B0.16%
147
FDDFirst Trust Mid Cap Core AlphaDEX ETF
14,747$1.6B0.16%
148
DEDeere & Co.
4,282$1.6B0.16%
149
AEBAAllete, Inc.
25,439$1.6B0.16%
150
Civitas Resources, Inc.
22,702$1.6B0.16%
151
LNTAlliant Energy Corp.
30,595$1.6B0.16%
152
ESNTEssent Group Ltd.
27,569$1.5B0.15%
153
VEUVanguard FTSE All-World (ex. US) ETF
25,469$1.5B0.15%
154
FIWFirst Trust Water ETF
14,836$1.5B0.15%
155
MUMicron Technology, Inc.
11,130$1.5B0.15%
156
NFGNational Fuel Gas Co.
26,689$1.4B0.14%
157
SPDR Dow Jones Industrial Average ETF
3,680$1.4B0.14%
158
ORCLOracle Corp
10,020$1.4B0.14%
159
MOSMosaic Co.
48,676$1.4B0.14%
160
IShares Edge MSCI USA Quality Factor ETF
8,136$1.4B0.14%
161
4I1Philip Morris Internat'l.
13,699$1.4B0.14%
162
VVisa Inc.
5,272$1.4B0.14%
163
CGDVCapital Group Dividend Value - ETF
41,887$1.4B0.14%
164
AGNC Investment Corp
139,574$1.3B0.13%
165
ADPAutomatic Data Processing
5,555$1.3B0.13%
166
VanEck Morningstar Wide Moat - ETF
15,308$1.3B0.13%
167
MDYSPDR S&P MidCap 400 ETF
2,403$1.3B0.13%
168
VOEVanguard Mid-Cap Value ETF
8,485$1.3B0.13%
169
PFEPfizer, Inc.
44,417$1.2B0.12%
170
VOTVanguard Mid-Cap Growth ETF
5,340$1.2B0.12%
171
AFLAFLAC, Inc.
13,453$1.2B0.12%
172
IWNIShares Russell 2000 Value Index ETF
7,885$1.2B0.12%
173
SCHGSchwab US Large-Cap Growth ETF
11,810$1.2B0.12%
174
AVUSAmerican Centy ETF TR Avantis US Equity
12,912$1.2B0.12%
175
DALDelta Airlines Inc.
24,145$1.1B0.11%
176
WisdomTree International Hdgd Div Gr ETF
25,046$1.1B0.11%
177
NEENextEra Energy
15,939$1.1B0.11%
178
IVVIShares S&P 500 Index ETF
2,011$1.1B0.11%
179
Cisco Systems
23,148$1.1B0.11%
180
VTVVanguard Value ETF
6,849$1.1B0.11%
181
APOApollo Global Mgmt Inc. Cl. A
9,105$1.1B0.11%
182
SCHXSchwab US Large-Cap ETF
16,522$1.1B0.11%
183
IJJIShares S&P MidCap 400/Barra Value ETF
9,209$1.0B0.10%
184
TROWT. Rowe Price Dividend Growth ETF
26,937$1.0B0.10%
185
VTWGVanguard Russell 1000 Value ETF
13,257$1.0B0.10%
186
IWFIShares Russell 1000 Growth Index ETF
2,770$1.0B0.10%
187
CVXChevron Corp.
6,427$1.0B0.10%
188
BKHBlack Hills Corp.
18,199$989.7M0.10%
189
AMDAdvanced Micro Devices
6,058$982.7M0.10%
190
IUSVIShares Core US Value ETF
11,065$975.2M0.10%
191
IWBIShares Russell 1000 Index Fund ETF
3,253$967.8M0.10%
192
CMICummins Engine Inc.
3,393$939.6M0.09%
193
SPDR S&P Emerging Markets ETF
24,787$933.7M0.09%
194
BPBP Amoco PLC ADR
25,243$911.3M0.09%
195
SCHASchwab Strategic US Small-Cap ETF
19,004$901.7M0.09%
196
TSLATesla Motors Inc.
4,462$882.9M0.09%
197
Nuveen TR ESG Large Cap Growth ETF
10,795$876.1M0.09%
198
XFEBFirst Tr TCW Opportunistic Fixed Inc ETF
20,175$868.5M0.09%
199
JEPIJPMorgan Equity Premium Income ETF
15,255$864.6M0.09%
200
LDOSLeidos Holdings, Inc.
5,873$856.8M0.09%
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