COZAD ASSET MANAGEMENT INC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$1.3T

Holdings

422

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (422 positions)

#StockSharesValue% PortfolioType
301
ULUnilever PLC ADR
9,531$00.00%
302
UMCUnited Microelectronics ADR
14,129$00.00%
303
DISWalt Disney Co
5,185$00.00%
304
JGROJPMorgan Active Growth ETF
9,546$00.00%
305
NVONovo Nordisk A.S. ADR
6,019$00.00%
306
XLFIUtilities Select Sector SPDR ETF
6,170$00.00%
307
HWMHowmet Aerospace Inc.
1,424$00.00%
308
TROWT. Rowe Price Dividend Growth ETF
19,683$00.00%
309
Microport Scientific Corp.
504,670$00.00%
310
XUDVFranklin Templeton Mid Cap MultiFact Index
7,621$00.00%
311
SSREYSwiss Re Ltd.
5,739$00.00%
312
MOAltria Group, Inc.
15,016$00.00%
313
REGLProShares S&P MidCap 400 Dividend Aristo.
11,762$00.00%
314
WECWisconsin Energy
2,194$00.00%
315
Sprouts Farmers Market, Inc.
3,975$00.00%
316
AJGGallagher, Arthur J & Co.
1,837$00.00%
317
LOGILogitech Internat'l. SA
3,908$00.00%
318
DUKDuke Energy Corp
2,416$00.00%
319
AB Ultra Short Income ETF
16,762$00.00%
320
ACWXIShares - MSCI ACWI ex US ETF
3,040$00.00%
321
VBRVanguard Small Cap Value ETF
2,444$00.00%
322
XLFIEnergy Select Sector SPDR ETF
12,794$00.00%
323
IJTiShares S&P SmallCap 600 Barra Growth ETF
2,155$00.00%
324
NOCNorthrop Grumman
583$00.00%
325
UNHUnitedHealth Group
619$00.00%
326
VTHRVanguard Russell 3000 ETF
2,356$00.00%
327
UNPUnion Pacific Corp.
2,549$00.00%
328
EWEdwards Lifesciences Corp.
2,448$00.00%
329
ADIAnalog Devices Inc.
1,368$00.00%
330
CIBRFirst Trust NASDAQ Cybersecurity - ETF
7,287$00.00%
331
AEEAmeren Corp.
5,017$00.00%
332
SHELShell PLC ADR
8,574$00.00%
333
WQTMWisdomTree US Quality Dividend Gr ETF
3,445$00.00%
334
DEDeere & Co.
1,977$00.00%
335
FDDFirst Trust Preferred Secs & Inc ETF
12,443$00.00%
336
LMTLockheed Martin Corp.
591$00.00%
337
XLFITechnology Select Sector SPDR ETF
5,052$00.00%
338
Dimensional US Marketwide Value - ETF
8,513$00.00%
339
IBITIshares Bitcoin Trust
5,821$00.00%
340
MNSTMonster Beverage Corp.
2,700$00.00%
341
FDDFirst Trust Managed Municipal ETF
6,064$00.00%
342
FSMDFidelity Small-Mid Multifactor - ETF
4,948$00.00%
343
Aberdeen Physical Gold Shares ETF
12,200$00.00%
344
ITOTIShares Tr. S&P 1500 Index ETF
2,944$00.00%
345
BBDCBarings BDC, Inc.
15,874$00.00%
346
CTVACorteva Inc.
3,819$00.00%
347
COFCapital One Financial
2,170$00.00%
348
ICFIShares Cohen & Steers REIT ETF
4,591$00.00%
349
MUMicron Technology, Inc.
3,002$00.00%
350
XFEBFirst Trust Dow Jones Internet ETF
1,056$00.00%
351
STTHealth Care Select Sector SPDR ETF
1,963$00.00%
352
SCHWCharles Schwab Corp.
6,926$00.00%
353
FDDFirst Trust NYSE Arca Biotech ETF
1,340$00.00%
354
FITBFifth Third Bancorp
14,393$00.00%
355
AWRAmerican States Water Co.
3,110$00.00%
356
MCOMoody's Corp.
770$00.00%
357
CRWDCrowdstrike Holdings, Inc.
1,581$00.00%
358
IAU*IShares Gold Trust
9,489$00.00%
359
WDFCW D 40 Co.
1,215$00.00%
360
IVWIShares S&P 500 Barra Growth Index ETF
3,585$00.00%
361
RACEFerrari N V New Com.
620$00.00%
362
JPMorgan Market Expansion Enh Eq - ETF
5,693$00.00%
363
STXSeagate Technology Holdings PLC
2,495$00.00%
364
BDXBecton Dickinson & Co.
1,843$00.00%
365
NGGNational Grid PLC ADR
3,320$00.00%
366
SIEBSiemens AG ADR
2,385$00.00%
367
TAT&T Inc.
23,819$00.00%
368
ABJAABB Ltd. Sponsored ADR
4,192$00.00%
369
HONHoneywell Internat'l.
2,837$00.00%
370
FSEPFT Vest U.S. Equity Buffer ETF September
18,133$00.00%
371
QCOMQualcomm Inc.
1,481$00.00%
372
PSXPhillips 66
3,703$00.00%
373
BLKBlackrock, Inc.
220$00.00%
374
FTMHFranklin Municipal High Yield - ETF
13,618$00.00%
375
LIESun Life Financial, Inc.
4,468$00.00%
376
IUSVIShares Core US Value ETF
3,555$00.00%
377
BMOBank of Montreal
2,837$00.00%
378
OUNZVanEck Merk Gold Trust
12,100$00.00%
379
MHGVYMowi ASA ADR
9,545$00.00%
380
KNGFT Vest. Ris. Div. Ach. Trg. Inc. ETF
17,596$00.00%
381
AVTAvnet Inc.
5,254$00.00%
382
YUMYum Brands, Inc.
3,228$00.00%
383
GEVGE Vernova Inc.
636$00.00%
384
IVESDan IVES Wedbush AI Revolution ETF
29,974$00.00%
385
G9NGrupo Aeroportuario del Pacifico ADR
1,228$00.00%
386
APLEApple Hospitality REIT, Inc.
80,975$00.00%
387
Pacer Large Cap Cash Cows Growth - ETF
18,414$00.00%
388
CASYCaseys General Stores, Inc.
780$00.00%
389
GRNYTidal TR Fundstrat Granny Shots US LC ETF
36,797$00.00%
390
FGDLFranklin Responsibly Sourced Gold ETF
8,800$00.00%
391
BMYBristol-Myers Squibb
6,363$00.00%
392
JPMorgan Ultra-Short Municipal Inc - ETF
12,979$00.00%
393
Veolia Environment ADR
16,745$00.00%
394
FNDBSchwab Fundamental US Broad Market ETF
25,777$00.00%
395
NVSNovartis AG ADR
2,198$00.00%
396
MCOWPacer FDS TR Cash Cows - ETF
8,082$00.00%
397
FISVFiserv, Inc.
6,818$00.00%
398
VOOVVanguard S&P 500 Value ETF
3,550$00.00%
399
VIGIVanguard Whitehall Int'l Div. Apprec. ETF
6,618$00.00%
400
Industrial Select Sector SPDR ETF
3,524$00.00%
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