Kozak & Associates, Inc. Q3 2025 Filing

Filed November 18, 2025

Portfolio Value

$507.8B

Holdings

455

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (455 positions)

#StockSharesValue% PortfolioType
201
ORLYOREILLY AUTOMOTIVE INC COM
180$17.9M0.00%
202
VIGVANGUARD DIVIDEND APPRECIATION ETF
82$17.7M0.00%
203
GLWCORNING INC COM
213$17.3M0.00%
204
ULUNILEVER PLC SPON ADR NEW
287$17.0M0.00%
205
ABGCENCORA INC COM
46$16.8M0.00%
206
PEXLPACER US EXPORT LEADERS ETF
291$16.6M0.00%
207
SKYXSKYX PLATFORMS CORP COM
10,000$16.5M0.00%
208
TOLTOLL BROTHERS INC COM
130$16.5M0.00%
209
IJHISHARES CORE S&P MID-CAP ETF
255$16.1M0.00%
210
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
743$16.0M0.00%
211
BRSPBRIGHTSPIRE CAPITAL INC COM CL A
2,961$16.0M0.00%
212
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
427$15.7M0.00%
213
SONYSONY GROUP CORP SPONSORED ADR
538$15.7M0.00%
214
EVMOEATON VANCE MORTGAGE OPPORTUNITIES ETF
305$15.5M0.00%
215
FCXFREEPORT-MCMORAN INC CL B
396$15.4M0.00%
216
JJACOBS SOLUTIONS INC COM
101$15.2M0.00%
217
HPEHEWLETT PACKARD ENTERPRISE CO COM
706$15.0M0.00%
218
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
1,204$15.0M0.00%
219
HHYATT HOTELS CORP COM CL A
98$14.6M0.00%
220
VWOVANGUARD FTSE EMERGING MARKETS ETF
263$14.3M0.00%
221
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
208$14.0M0.00%
222
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
565$13.7M0.00%
223
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF
563$13.7M0.00%
224
IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF
536$13.6M0.00%
225
XLFFINANCIAL SELECT SECTOR SPDR FUND
265$13.6M0.00%
226
IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF
582$13.6M0.00%
227
IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF
617$13.6M0.00%
228
COPCONOCOPHILLIPS COM
153$13.6M0.00%
229
BMYBRISTOL-MYERS SQUIBB CO COM
284$13.3M0.00%
230
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
347$13.2M0.00%
231
GBTCGRAYSCALE BITCOIN TRUST ETF
182$13.1M0.00%
232
DUSADAVIS SELECT U.S. EQUITY ETF
276$13.1M0.00%
233
QSQUANTUMSCAPE CORP COM CL A
1,000$12.9M0.00%
234
MDYGSTATE STREET SPDR S&P 400 MID CAP GROWTH ETF
146$12.9M0.00%
235
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
113$12.8M0.00%
236
DYHTARGET CORP COM
137$12.1M0.00%
237
TWLOTWILIO INC CL A
100$12.0M0.00%
238
FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND
111$11.6M0.00%
239
ISRGINTUITIVE SURGICAL INC COM NEW
21$11.5M0.00%
240
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND
94$11.2M0.00%
241
SAJACOMPANHIA DE SANEAMENTO BASICO SPONSORED ADR
427$11.2M0.00%
242
SBUXSTARBUCKS CORP COM
133$11.1M0.00%
243
RGTIRIGETTI COMPUTING INC COMMON STOCK
450$11.1M0.00%
244
EFVISHARES MSCI EAFE VALUE ETF
159$11.0M0.00%
245
INGING GROEP N.V. SPONSORED ADR
435$11.0M0.00%
246
7HPHP INC COM
470$10.7M0.00%
247
UNMUNUM GROUP COM
141$10.7M0.00%
248
HWMHOWMET AEROSPACE INC COM
53$10.6M0.00%
249
HSYHERSHEY CO COM
59$10.5M0.00%
250
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
1,655$10.5M0.00%
251
SYFSYNCHRONY FINANCIAL COM
148$10.4M0.00%
252
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
115$10.0M0.00%
253
UTHUNITED THERAPEUTICS CORP DEL COM
21$9.9M0.00%
254
FPXFIRST TRUST US EQUITY OPPORTUNITIES ETF
63$9.8M0.00%
255
HCAHCA HEALTHCARE INC COM
20$9.7M0.00%
256
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
457$9.6M0.00%
257
BKNGBOOKING HOLDINGS INC COM
2$9.6M0.00%
258
IONQIONQ INC COM
200$9.6M0.00%
259
NXPINXP SEMICONDUCTORS N V COM
50$9.5M0.00%
260
IWDISHARES RUSSELL 1000 VALUE ETF
47$9.5M0.00%
261
AEPAMERICAN ELEC PWR CO INC COM
77$9.5M0.00%
262
SAMBOSTON BEER INC CL A
48$9.3M0.00%
263
ASMLASML HOLDING N V N Y REGISTRY SHS
9$9.2M0.00%
264
VSCOVICTORIAS SECRET AND CO COMMON STOCK
259$9.1M0.00%
265
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
237$9.0M0.00%
266
AQLTISHARES U.S. TREASURY BOND ETF
385$8.9M0.00%
267
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF
237$8.8M0.00%
268
EXIISHARES GLOBAL INDUSTRIALS ETF
52$8.8M0.00%
269
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
198$8.8M0.00%
270
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
36$8.8M0.00%
271
ACLSAXCELIS TECHNOLOGIES INC COM NEW
107$8.6M0.00%
272
TTENTOTALENERGIES SE SPONSORED ADS
131$8.5M0.00%
273
FTNTFORTINET INC COM
100$8.2M0.00%
274
BCSBARCLAYS PLC ADR
381$8.1M0.00%
275
RCLROYAL CARIBBEAN GROUP COM
32$7.9M0.00%
276
INTUINTUIT COM
12$7.8M0.00%
277
CCLCARNIVAL CORP PAIRED CTF
300$7.6M0.00%
278
PKWINVESCO BUYBACK ACHIEVERS ETF
60$7.6M0.00%
279
IXJISHARES GLOBAL HEALTHCARE ETF
79$7.5M0.00%
280
MMM3M CO COM
45$7.4M0.00%
281
GSKGSK PLC SPONSORED ADR
155$7.4M0.00%
282
LCIDLUCID GROUP INC COM NEW
567$7.3M0.00%
283
APHAMPHENOL CORP NEW CL A
55$7.3M0.00%
284
ACGLARCH CAP GROUP LTD ORD
79$7.3M0.00%
285
HALHALLIBURTON CO COM
269$7.2M0.00%
286
VVVANGUARD LARGE-CAP ETF
23$7.1M0.00%
287
CARRCARRIER GLOBAL CORPORATION COM
132$7.0M0.00%
288
MCKMCKESSON CORP COM
8$6.8M0.00%
289
IWFISHARES RUSSELL 1000 GROWTH ETF
14$6.5M0.00%
290
VCTRVICTORY CAP HLDGS INC COM CL A
103$6.4M0.00%
291
GMGENERAL MTRS CO COM
93$6.3M0.00%
292
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
74$6.2M0.00%
293
WBDWARNER BROS DISCOVERY INC COM SER A
269$6.1M0.00%
294
IXCISHARES GLOBAL ENERGY ETF
142$6.1M0.00%
295
CIONCION INVT CORP COM
611$6.1M0.00%
296
BBWIBATH & BODY WORKS INC COM
276$5.9M0.00%
297
DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
179$5.9M0.00%
298
SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
65$5.8M0.00%
299
FFORD MTR CO COM
444$5.7M0.00%
300
VRTXVERTEX PHARMACEUTICALS INC COM
13$5.6M0.00%
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