Kozak & Associates, Inc. Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$400.8B

Holdings

461

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (461 positions)

#StockSharesValue% PortfolioType
201
JWNUSDNORDSTROM INC COM
510$12.3M0.00%
202
GBTCGRAYSCALE BITCOIN TRUST ETF
182$12.2M0.00%
203
TOLTOLL BROTHERS INC COM
129$12.2M0.00%
204
DHRDANAHER CORPORATION COM
62$12.0M0.00%
205
BRSPBRIGHTSPIRE CAPITAL INC COM CL A
2,691$11.9M0.00%
206
JJACOBS SOLUTIONS INC COM
100$11.8M0.00%
207
SAMBOSTON BEER INC CL A
48$11.7M0.00%
208
PLDPROLOGIS INC. COM
118$11.6M0.00%
209
ENBENBRIDGE INC COM
260$11.4M0.00%
210
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
228$11.4M0.00%
211
DUSADAVIS SELECT U.S. EQUITY ETF
276$11.3M0.00%
212
MDLZMONDELEZ INTL INC CL A
165$11.2M0.00%
213
VMCVULCAN MATLS CO COM
46$11.2M0.00%
214
VOOVANGUARD S&P 500 ETF
22$11.1M0.00%
215
MDYGSPDR S&P 400 MID CAP GROWTH ETF
145$11.1M0.00%
216
INTCINTEL CORP COM
540$11.0M0.00%
217
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
112$10.9M0.00%
218
UNMUNUM GROUP COM
139$10.7M0.00%
219
HHYATT HOTELS CORP COM CL A
98$10.6M0.00%
220
LITELUMENTUM HLDGS INC COM
200$10.5M0.00%
221
SLVISHARES SILVER TRUST
350$10.3M0.00%
222
SYKSTRYKER CORPORATION COM
29$10.3M0.00%
223
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
1,550$10.2M0.00%
224
HSYHERSHEY CO COM
58$9.8M0.00%
225
SPHQINVESCO S&P 500 QUALITY ETF
151$9.7M0.00%
226
BDXBECTON DICKINSON & CO COM
47$9.7M0.00%
227
MFAMFA FINL INC COM
1,105$9.5M0.00%
228
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND
94$9.5M0.00%
229
SKYXSKYX PLATFORMS CORP COM
10,000$9.5M0.00%
230
FCXFREEPORT-MCMORAN INC CL B
280$9.5M0.00%
231
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
47$9.4M0.00%
232
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
447$9.3M0.00%
233
FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND
110$9.2M0.00%
234
WBAWALGREENS BOOTS ALLIANCE INC COM
835$9.1M0.00%
235
FFORD MTR CO COM
923$9.0M0.00%
236
KDPKEURIG DR PEPPER INC COM
248$8.9M0.00%
237
GLWCORNING INC COM
213$8.9M0.00%
238
PFEPFIZER INC COM
398$8.8M0.00%
239
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
124$8.8M0.00%
240
KLACKLA CORP COM NEW
13$8.7M0.00%
241
NXPINXP SEMICONDUCTORS N V COM
50$8.5M0.00%
242
SAJACOMPANHIA DE SANEAMENTO BASICO SPONSORED ADR
427$7.9M0.00%
243
BBWIBATH & BODY WORKS INC COM
272$7.8M0.00%
244
BPBP PLC SPONSORED ADR
283$7.6M0.00%
245
ACGLARCH CAP GROUP LTD ORD
79$7.3M0.00%
246
INTUINTUIT COM
12$7.2M0.00%
247
METMETLIFE INC COM
98$7.2M0.00%
248
AWCAMERICAN WTR WKS CO INC NEW COM
48$7.1M0.00%
249
BMYBRISTOL-MYERS SQUIBB CO COM
136$7.0M0.00%
250
HCAHCA HEALTHCARE INC COM
20$6.9M0.00%
251
EQTEQT CORP COM
138$6.9M0.00%
252
SYFSYNCHRONY FINANCIAL COM
146$6.9M0.00%
253
FPXFIRST TRUST US EQUITY OPPORTUNITIES ETF
63$6.8M0.00%
254
MACKENZIE RLTY CAP INC COM
5,291$6.7M0.00%
255
AVBAVALONBAY CMNTYS INC COM
33$6.7M0.00%
256
VRSKVERISK ANALYTICS INC COM
22$6.5M0.00%
257
CITCINTAS CORP COM
31$6.5M0.00%
258
GMGENERAL MTRS CO COM
144$6.5M0.00%
259
VRTXVERTEX PHARMACEUTICALS INC COM
13$6.4M0.00%
260
KMIKINDER MORGAN INC DEL COM
238$6.4M0.00%
261
CLCOLGATE PALMOLIVE CO COM
67$6.4M0.00%
262
APOAPOLLO GLOBAL MGMT INC COM
50$6.3M0.00%
263
PKWINVESCO BUYBACK ACHIEVERS ETF
59$6.3M0.00%
264
SAPSAP SE SPON ADR
24$6.2M0.00%
265
CPCANADIAN PACIFIC KANSAS CITY COM
84$6.2M0.00%
266
BRBROADRIDGE FINL SOLUTIONS INC COM
26$6.2M0.00%
267
PANWPALO ALTO NETWORKS INC COM
36$6.1M0.00%
268
MMM3M CO COM
44$6.0M0.00%
269
UTHUNITED THERAPEUTICS CORP DEL COM
21$6.0M0.00%
270
HLNHALEON PLC SPON ADS
589$6.0M0.00%
271
UPSUNITED PARCEL SERVICE INC CL B
60$5.9M0.00%
272
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
75$5.8M0.00%
273
RHRH COM
35$5.7M0.00%
274
ESSESSEX PPTY TR INC COM
21$5.7M0.00%
275
BKFISHARES MSCI BIC ETF
150$5.7M0.00%
276
VCTRVICTORY CAP HLDGS INC COM CL A
102$5.7M0.00%
277
SPGIS&P GLOBAL INC COM
12$5.7M0.00%
278
HALHALLIBURTON CO COM
265$5.6M0.00%
279
NDAQNASDAQ INC COM
77$5.6M0.00%
280
MDTMEDTRONIC PLC SHS
66$5.6M0.00%
281
MCKMCKESSON CORP COM
8$5.6M0.00%
282
MSIMOTOROLA SOLUTIONS INC COM NEW
13$5.5M0.00%
283
VWOVANGUARD FTSE EMERGING MARKETS ETF
123$5.4M0.00%
284
CCLCARNIVAL CORP PAIRED CTF
300$5.3M0.00%
285
GILDGILEAD SCIENCES INC COM
50$5.3M0.00%
286
GISGENERAL MLS INC COM
90$5.3M0.00%
287
HPEHEWLETT PACKARD ENTERPRISE CO COM
367$5.2M0.00%
288
PHMPULTE GROUP INC COM
54$5.2M0.00%
289
SHPROSHARES SHORT S&P500
114$5.2M0.00%
290
CIONCION INVT CORP COM
567$5.1M0.00%
291
ODFLOLD DOMINION FREIGHT LINE INC COM
33$5.1M0.00%
292
SCHDSCHWAB US DIVIDEND EQUITY ETF
197$5.0M0.00%
293
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
77$4.9M0.00%
294
IJRISHARES CORE S&P SMALL CAP ETF
50$4.8M0.00%
295
BLDRBUILDERS FIRSTSOURCE INC COM
40$4.8M0.00%
296
EOGEOG RES INC COM
44$4.7M0.00%
297
ASMLASML HOLDING N V N Y REGISTRY SHS
7$4.7M0.00%
298
XYZBLOCK INC CL A
85$4.6M0.00%
299
CHKPCHECK POINT SOFTWARE TECH LTD ORD
21$4.6M0.00%
300
SNASNAP ON INC COM
13$4.5M0.00%
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