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
401
ITA*IShares U.S. Aerospace & Defense ETF
1,394$00.00%
402
CVXChevron Corp.
5,367$00.00%
403
AQLTiShares Int'l Dividend Growth ETF
3,835$00.00%
404
GEGeneral Electric
1,560$00.00%
405
FAIFirst Trust Senior Loan Fund ETF
11,976$00.00%
406
LOWLowe's Cos
2,630$00.00%
407
ISRGIntuitive Surgical, Inc.
1,552$00.00%
408
ARWArrow Electronics
7,855$00.00%
409
AEPAmerican Electric Power
2,253$00.00%
410
TRVTravelers Companies Inc.
1,606$00.00%
411
FROFrontline, LTD.
12,707$00.00%
412
LDOSLeidos Holdings, Inc.
5,368$00.00%
413
RIORio Tinto PLC ADR F
10,657$00.00%
414
ESGVVanguard ESG US Stock - ETF
7,512$00.00%
415
JOYTJPMorgan Nasdaq Equity Premium Inc ETF
17,119$00.00%
416
Range Resources Corporation
8,630$00.00%
417
MGKVanguard Mega Cap Growth ETF
1,498$00.00%
418
Kitwave Group PLC
11,029$00.00%
419
EFAIShares MSCI EAFE ETF
4,162$00.00%
420
SPXVProShares S&P 500 ex-Health Care ETF
2,770$00.00%
421
IWDIShares Russell 1000 Value Index ETF
1,187$00.00%
422
COPConocoPhillips
5,679$00.00%
PreviousPage 5 of 5