COZAD ASSET MANAGEMENT INC Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$1.1T

Holdings

392

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (392 positions)

StockValue
VRTXVertex Pharmaceutical
$362.4M
BMYBristol-Myers Squibb
$362.4M
VXFVanguard Extended Market ETF
$361.0M
IVWIShares S&P 500 Barra Growth Index ETF
$356.1M
DFSEURDiscover Financial Services, Inc.
$352.7M
TRGPTarga Resources Corp.
$340.9M
FSLRFirst Solar, Inc.
$340.1M
WDFCW D 40 Co.
$337.1M
ICFIShares Cohen & Steers REIT ETF
$335.8M
UBERUber Technologies Inc.
$335.7M
BACVerizon Communications
$331.6M
IUSVIShares Core US Value ETF
$329.2M
NSCNorfolk Southern Corp.
$323.2M
NOWServiceNow, Inc.
$320.2M
SYKStryker Corporation
$319.7M
LOGILogitech Internat'l. SA
$318.5M
ADBEAdobe Systems, Inc.
$315.7M
FDDFirst Trust NYSE Arca Biotech ETF
$313.3M
QCOMQualcomm Inc.
$311.5M
TROWT. Rowe Price US Equity Research ETF
$309.2M
CASYCaseys General Stores, Inc.
$309.1M
ADIAnalog Devices Inc.
$306.4M
YUMYum Brands, Inc.
$306.2M
MCOWPacer FDS TR Cash Cows - ETF
$305.9M
IYRIShares US Real Estate ETF
$303.4M
WQTMWisdomTree US Quality Dividend Gr ETF
$301.5M
INFYInfosys Technologies, Ltd.
$301.1M
ELVElevance Health
$300.2M
EFAIShares MSCI EAFE ETF
$296.5M
XLFIMaterials Select Sector SPDR ETF
$295.6M
GEGeneral Electric
$294.1M
SPDR Portfolio S&P 500 Growth ETF
$293.9M
CTVACorteva Inc.
$293.3M
CVSCVS Health Corp.
$293.2M
ADSKAutodesk
$286.7M
RLIRLI Corp.
$280.9M
NOCNorthrop Grumman
$273.6M
WFCWells Fargo & Co.
$272.7M
BMOBank of Montreal
$271.4M
IWPIShares Russell Midcap Growth Index ETF
$264.7M
AVDEAvantis International Equity - ETF
$262.5M
STXSeagate Technology Holdings PLC
$262.0M
AMTAmerican Tower Corp.
$261.2M
LIESun Life Financial, Inc.
$260.1M
ITOTIShares Tr. S&P 1500 Index ETF
$260.0M
PVALPutnam Focased Large Cap Value ETF
$257.9M
XFEBFirst Trust Dow Jones Internet ETF
$256.8M
EIXEdison International
$255.9M
MUNIPIMCO Intermediate Muni Bd Actv - ETF
$255.8M
Pacer Large Cap Cash Cows Growth - ETF
$255.3M
STTHealth Care Select Sector SPDR ETF
$253.8M
IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF
$251.7M
DOWDow Inc.
$246.0M
CSXCSX Corp.
$243.7M
ORealty Income Corp.
$243.7M
GDGeneral Dynamics
$242.7M
AZOAutoZone, Inc.
$240.2M
INTCIntel Corp.
$238.1M
DUKDuke Energy Corp
$235.9M
ACNAccenture, Ltd.
$235.7M
Veolia Environment ADR
$231.2M
Everest Reinsur. Group, Ltd.
$230.2M
DVADaVita HealthCare Partners, Inc.
$230.0M
DWDMorgan Stanley
$229.4M
PKINPekin Life Insurance Co.
$228.8M
SIEBSiemens AG ADR
$226.7M
CNCCentene Corp.
$226.6M
RFRegions Financial Corp.
$223.3M
RACEFerrari N V New Com.
$222.0M
ESEversource Energy Com.
$221.9M
IYWIShares US Technology ETF
$221.7M
ABJAABB Ltd. Sponsored ADR
$221.4M
BLKBlackrock, Inc.
$216.3M
IJTIShares S&P SmallCap 600 Barra Growth ETF
$215.9M
FASTFastenal Company
$214.6M
SBUXStarbucks Corp.
$214.3M
PNCPNC Financial Svcs.
$212.5M
G9NGrupo Aeroportuario del Pacifico ADR
$211.4M
CIBRFirst Trust NASDAQ Cybersecurity - ETF
$210.8M
MUFGMitsubishi UFJ Fin'l. Grp. ADR
$210.3M
NVSNovartis AG ADR
$210.0M
FDDFirst Trust Preferred Secs & Inc ETF
$208.1M
PRUPrudential Financial, Inc.
$207.4M
WECWisconsin Energy
$206.3M
EVSBMorgan Stanley Total Return Bond ETF
$205.9M
SSREYSwiss Re Ltd.
$203.1M
QDFFlexShares Quality Dividend ETF
$202.8M
CMCSAComcast Corp., Cl. A
$201.9M
BBDCBarings BDC, Inc.
$151.9M
WBAWalgreen Boots Alliance Inc.
$118.9M
UMCUnited Microelectronics ADR
$83.3M
Kitwave Group PLC
$43.4M
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