COZAD ASSET MANAGEMENT INC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.0B

Holdings

384

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (384 positions)

StockValue
MUBiShares National Muni Bond ETF
$354K
GEGeneral Electric
$353K
BACVerizon Communications
$351K
LMTLockheed Martin Corp.
$350K
DFSEURDiscover Financial Services, Inc.
$348K
ICFIShares Cohen & Steers REIT ETF
$343K
WDFCW D 40 Co.
$339K
CASYCaseys General Stores, Inc.
$339K
IVWIShares S&P 500 Barra Growth Index ETF
$335K
SYKStryker Corporation
$331K
NOCNorthrop Grumman
$329K
IUSVIShares Core US Value ETF
$328K
VXFVanguard Extended Market ETF
$327K
LOGILogitech Internat'l. SA
$326K
EFAIShares MSCI EAFE ETF
$321K
TROWT. Rowe Price US Equity Research ETF
$320K
Pacer Large Cap Cash Cows Growth - ETF
$320K
ADBEAdobe Systems, Inc.
$314K
AMTAmerican Tower Corp.
$310K
HEESEURH&E Equipment Services, Inc.
$303K
MCOWPacer FDS TR Cash Cows - ETF
$303K
XLFIMaterials Select Sector SPDR ETF
$302K
STZConstellation Brands, Inc.
$299K
IAU*IShares Gold Trust
$298K
WQTMWisdomTree US Quality Dividend Gr ETF
$297K
VEAVanguard Tax-Mgd Int'l Dev. Markets ETF
$296K
DUKDuke Energy Corp
$295K
ELVElevance Health
$294K
IJTIShares S&P SmallCap 600 Barra Growth ETF
$289K
AZOAutoZone, Inc.
$286K
Veolia Environment ADR
$284K
AVDEAvantis International Equity - ETF
$284K
SPDR Portfolio S&P 500 Growth ETF
$276K
NSCNorfolk Southern Corp.
$276K
ADIAnalog Devices Inc.
$276K
ORealty Income Corp.
$273K
FNDASchwab Fundamental US Small Company ETF
$273K
SIEBSiemens AG ADR
$271K
CTVACorteva Inc.
$270K
STTHealth Care Select Sector SPDR ETF
$269K
DOWDow Inc.
$269K
QCOMQualcomm Inc.
$268K
BMOBank of Montreal
$267K
CMECME Group, Inc.
$263K
IYRIShares US Real Estate ETF
$261K
MUNIPIMCO Intermediate Muni Bd Actv - ETF
$255K
ADSKAutodesk
$254K
LIESun Life Financial, Inc.
$251K
INFYInfosys Technologies, Ltd.
$251K
KMBKimberly Clark Corp
$247K
ITOTIShares Tr. S&P 1500 Index ETF
$247K
AEPAmerican Electric Power
$246K
IWPIShares Russell Midcap Growth Index ETF
$245K
MUFGMitsubishi UFJ Fin'l. Grp. ADR
$245K
NVSNovartis AG ADR
$241K
NOWServiceNow, Inc.
$240K
ESEversource Energy Com.
$240K
SSREYSwiss Re Ltd.
$240K
GDGeneral Dynamics
$240K
WECWisconsin Energy
$239K
SAIASaia, Inc.
$238K
WTRGEssentials Utilities Inc.
$237K
CIBRFirst Trust NASDAQ Cybersecurity - ETF
$236K
IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF
$235K
DVADaVita HealthCare Partners, Inc.
$235K
XFEBFirst Trust Dow Jones Internet ETF
$235K
FASTFastenal Company
$231K
FDDFirst Trust NYSE Arca Biotech ETF
$228K
WFCWells Fargo & Co.
$227K
G9NGrupo Aeroportuario del Pacifico ADR
$224K
CSXCSX Corp.
$221K
RACEFerrari N V New Com.
$220K
IBITIshares Bitcoin Trust
$220K
STXSeagate Technology Holdings PLC
$216K
AMDAdvanced Micro Devices
$215K
ABJAABB Ltd. Sponsored ADR
$215K
EVSBMorgan Stanley Total Return Bond ETF
$209K
NGGNational Grid PLC ADR
$209K
ITA*IShares U.S. Aerospace & Defense ETF
$206K
DWDMorgan Stanley
$205K
REGNRegeneron Pharmaceuticals
$203K
FDDFirst Trust Preferred Secs & Inc ETF
$193K
BBDCBarings BDC, Inc.
$151K
UMCUnited Microelectronics ADR
$92K
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