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
301
SLBSCHLUMBERGER LTD COM STK
131$4.4M0.00%
302
CVSCVS HEALTH CORP COM
64$4.4M0.00%
303
MPLXMPLX LP COM UNIT REP LTD
89$4.4M0.00%
304
SOLVSOLVENTUM CORP COM SHS
64$4.3M0.00%
305
DEODIAGEO PLC SPON ADR NEW
39$4.3M0.00%
306
VSCOVICTORIAS SECRET AND CO COMMON STOCK
259$4.2M0.00%
307
DTEDTE ENERGY CO COM
31$4.2M0.00%
308
ECLECOLAB INC COM
17$4.1M0.00%
309
ECORELECTROCORE INC COM NEW
666$3.9M0.00%
310
VFCV F CORP COM
329$3.7M0.00%
311
TMOTHERMO FISHER SCIENTIFIC INC COM
8$3.6M0.00%
312
DDOMINION ENERGY INC COM
66$3.6M0.00%
313
MRVLMARVELL TECHNOLOGY INC COM
66$3.5M0.00%
314
DKNGDRAFTKINGS INC NEW COM CL A
100$3.4M0.00%
315
ADPAUTOMATIC DATA PROCESSING INC COM
11$3.4M0.00%
316
TTENTOTALENERGIES SE SPONSORED ADS
60$3.4M0.00%
317
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
21$3.4M0.00%
318
SNPSSYNOPSYS INC COM
8$3.4M0.00%
319
ICEINTERCONTINENTAL EXCHANGE INC COM
21$3.4M0.00%
320
PGRPROGRESSIVE CORP COM
12$3.3M0.00%
321
NSCNORFOLK SOUTHN CORP COM
15$3.3M0.00%
322
7HPHP INC COM
135$3.2M0.00%
323
SQMSOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B
90$3.2M0.00%
324
PSAPUBLIC STORAGE OPER CO COM
11$3.2M0.00%
325
USBUS BANCORP DEL COM NEW
83$3.2M0.00%
326
ETGEATON VANCE TX ADV GLBL DIV FD COM
179$3.2M0.00%
327
EBAEBAY INC. COM
47$3.1M0.00%
328
RGTIRIGETTI COMPUTING INC COMMON STOCK
350$3.1M0.00%
329
AIGAMERICAN INTL GROUP INC COM NEW
38$3.1M0.00%
330
MUMICRON TECHNOLOGY INC COM
43$3.0M0.00%
331
PNCPNC FINL SVCS GROUP INC COM
19$3.0M0.00%
332
BKRBAKER HUGHES COMPANY CL A
78$3.0M0.00%
333
ZIMZIM INTEGRATED SHIPPING SERV SHS
205$2.9M0.00%
334
AMATAPPLIED MATLS INC COM
20$2.9M0.00%
335
REGNREGENERON PHARMACEUTICALS COM
5$2.9M0.00%
336
KDKYNDRYL HLDGS INC COMMON STOCK
93$2.8M0.00%
337
XLEENERGY SELECT SECTOR SPDR FUND
34$2.7M0.00%
338
TMUST-MOBILE US INC COM
10$2.7M0.00%
339
CCKCROWN HLDGS INC COM
31$2.7M0.00%
340
TSNTYSON FOODS INC CL A
43$2.6M0.00%
341
PPGPPG INDS INC COM
26$2.6M0.00%
342
SNNSMITH & NEPHEW PLC SPDN ADR NEW
100$2.6M0.00%
343
ONONON HLDG AG NAMEN AKT A
60$2.6M0.00%
344
SAICSCIENCE APPLICATIONS INTL CORP COM
22$2.6M0.00%
345
LSTRLANDSTAR SYS INC COM
18$2.6M0.00%
346
IONQIONQ INC COM
100$2.5M0.00%
347
FT2FIRST HORIZON CORPORATION COM
143$2.5M0.00%
348
EIXEDISON INTL COM
43$2.4M0.00%
349
AREALEXANDRIA REAL ESTATE EQ INC COM
30$2.4M0.00%
350
VACMARRIOTT VACATIONS WORLDWIDE C COM
45$2.4M0.00%
351
IIMINVESCO VALUE MUN INCOME TR COM
209$2.4M0.00%
352
UDRUDR INC COM
59$2.4M0.00%
353
SHWSHERWIN WILLIAMS CO COM
7$2.4M0.00%
354
RCREADY CAPITAL CORP COM
531$2.4M0.00%
355
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
21$2.4M0.00%
356
ANETARISTA NETWORKS INC COM SHS
32$2.4M0.00%
357
FCPTFOUR CORNERS PPTY TR INC COM
84$2.3M0.00%
358
SUXTD SYNNEX CORPORATION COM
22$2.3M0.00%
359
SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD
69$2.2M0.00%
360
TFIITFI INTL INC COM
28$2.2M0.00%
361
MPWRMONOLITHIC PWR SYS INC COM
4$2.2M0.00%
362
SOBOSOUTH BOW CORP COM
92$2.2M0.00%
363
CMECME GROUP INC COM
8$2.2M0.00%
364
WBDWARNER BROS DISCOVERY INC COM SER A
269$2.2M0.00%
365
DOWDOW INC COM
73$2.1M0.00%
366
HEHAWAIIAN ELEC INDUSTRIES COM
208$2.1M0.00%
367
KHCKRAFT HEINZ CO COM
70$2.1M0.00%
368
FTVFORTIVE CORP COM
30$2.0M0.00%
369
AMTMAMENTUM HOLDINGS INC COM
99$1.8M0.00%
370
AQLTISHARES U.S. TREASURY BOND ETF
76$1.7M0.00%
371
DTDYNATRACE INC COM NEW
39$1.7M0.00%
372
EMFTEMPLETON EMERGING MKTS FD COM
136$1.7M0.00%
373
IIPRINNOVATIVE INDL PPTYS INC COM
32$1.6M0.00%
374
VOEVANGUARD MID-CAP VALUE ETF
10$1.5M0.00%
375
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
40$1.5M0.00%
376
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
16$1.5M0.00%
377
PTONPELOTON INTERACTIVE INC CL A COM
250$1.4M0.00%
378
BTCGRAYSCALE BITCOIN MINI TRUST ETF
36$1.4M0.00%
379
IVLUISHARES MSCI INTL VALUE FACTOR ETF
44$1.3M0.00%
380
HBANHUNTINGTON BANCSHARES INC COM
94$1.2M0.00%
381
FLGTFULGENT GENETICS INC COM
65$1.2M0.00%
382
HDEFXTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF
46$1.2M0.00%
383
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
13$1.2M0.00%
384
ADMARCHER DANIELS MIDLAND CO COM
25$1.1M0.00%
385
BJBJS WHSL CLUB HLDGS INC COM
9$1.1M0.00%
386
DDDUPONT DE NEMOURS INC COM
17$1.0M0.00%
387
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
26$1.0M0.00%
388
DYHTARGET CORP COM
10$992K0.00%
389
CTVACORTEVA INC COM
16$975K0.00%
390
INVZINNOVIZ TECHNOLOGIES LTD SHS
1,499$929K0.00%
391
CWEN/ACLEARWAY ENERGY INC CL A
30$823K0.00%
392
FIVAFIDELITY INTERNATIONAL VALUE FACTOR ETF
29$757K0.00%
393
AG8AGILENT TECHNOLOGIES INC COM
6$636K0.00%
394
TMTOYOTA MOTOR CORP ADS
4$628K0.00%
395
AQLTISHARES CORE MSCI EAFE ETF
8$614K0.00%
396
WRAPWRAP TECHNOLOGIES INC COM
399$591K0.00%
397
FBNDFIDELITY TOTAL BOND ETF
13$568K0.00%
398
TRPTC ENERGY CORP COM
11$528K0.00%
399
LUMNLUMEN TECHNOLOGIES INC COM
142$491K0.00%
400
BGBUNGE GLOBAL SA COM SHS
6$467K0.00%
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