Kozak & Associates, Inc. Q4 2025 Filing

Filed January 12, 2026

Portfolio Value

$517.5B

Holdings

432

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (432 positions)

#StockSharesValue% PortfolioType
101
HONHONEYWELL INTL INC COM
531$110.0M0.02%
102
MRKMERCK & CO INC COM
992$109.0M0.02%
103
IWBISHARES RUSSELL 1000 ETF
285$108.0M0.02%
104
WMTWALMART INC COM
949$108.0M0.02%
105
ETNEATON CORP PLC SHS
330$107.0M0.02%
106
BSXBOSTON SCIENTIFIC CORP COM
1,068$104.0M0.02%
107
ETRENTERGY CORP NEW COM
1,000$93.0M0.02%
108
IWMISHARES RUSSELL 2000 ETF
359$93.0M0.02%
109
IRMIRON MTN INC DEL COM
1,000$89.0M0.02%
110
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
2,891$88.0M0.02%
111
LULULULULEMON ATHLETICA INC COM
429$87.0M0.02%
112
EPDENTERPRISE PRODS PARTNERS L P COM
2,744$87.0M0.02%
113
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
908$84.0M0.02%
114
SCHASCHWAB U.S. SMALL-CAP ETF
2,814$84.0M0.02%
115
AMDADVANCED MICRO DEVICES INC COM
401$81.0M0.02%
116
VOVANGUARD MID-CAP ETF
269$80.0M0.02%
117
MRSHMARSH & MCLENNAN COS INC COM
427$79.0M0.02%
118
OLEDUNIVERSAL DISPLAY CORP COM
632$79.0M0.02%
119
AGGISHARES CORE U.S. AGGREGATE BOND ETF
788$78.0M0.02%
120
ELVELEVANCE HEALTH INC FORMERLY A COM
212$78.0M0.02%
121
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
2,281$74.0M0.01%
122
MFCMANULIFE FINL CORP COM
2,000$74.0M0.01%
123
SOSOUTHERN CO COM
852$74.0M0.01%
124
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
474$74.0M0.01%
125
TSCOTRACTOR SUPPLY CO COM
1,402$72.0M0.01%
126
FDXFEDEX CORP COM
227$70.0M0.01%
127
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
485$65.0M0.01%
128
HTGCHERCULES CAPITAL INC COM
3,515$65.0M0.01%
129
ACNACCENTURE PLC IRELAND SHS CLASS A
230$64.0M0.01%
130
TXNTEXAS INSTRS INC COM
337$64.0M0.01%
131
LLYELI LILLY & CO COM
60$64.0M0.01%
132
CMCSACOMCAST CORP NEW CL A
2,261$64.0M0.01%
133
IVWISHARES S&P 500 GROWTH ETF
507$63.0M0.01%
134
KRKROGER CO COM
1,022$60.0M0.01%
135
VTVVANGUARD VALUE ETF
303$59.0M0.01%
136
SPGSIMON PPTY GROUP INC NEW COM
321$59.0M0.01%
137
MAMASTERCARD INCORPORATED CL A
101$58.0M0.01%
138
LHXL3HARRIS TECHNOLOGIES INC COM
170$57.0M0.01%
139
LUVSOUTHWEST AIRLS CO COM
1,297$57.0M0.01%
140
PCARPACCAR INC COM
486$57.0M0.01%
141
ZIONZIONS BANCORPORATION N A COM
925$55.0M0.01%
142
ETENERGY TRANSFER L P COM UT LTD PTN
3,125$52.0M0.01%
143
ADSKAUTODESK INC COM
191$52.0M0.01%
144
AHRAMERICAN HEALTHCARE REIT INC COM SHS
1,088$51.0M0.01%
145
UALUNITED AIRLS HLDGS INC COM
430$50.0M0.01%
146
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
775$50.0M0.01%
147
PLTRPALANTIR TECHNOLOGIES INC CL A
285$50.0M0.01%
148
ZTSZOETIS INC CL A
389$49.0M0.01%
149
BABOEING CO COM
203$47.0M0.01%
150
AZNASTRAZENECA PLC SPONSORED ADR
500$47.0M0.01%
151
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
141$45.0M0.01%
152
KEYKEYCORP COM
2,036$43.0M0.01%
153
FLUTFLUTTER ENTMT PLC SHS
200$43.0M0.01%
154
WSMWILLIAMS SONOMA INC COM
202$40.0M0.01%
155
PAYCPAYCOM SOFTWARE INC COM
255$40.0M0.01%
156
ADPAUTOMATIC DATA PROCESSING INC COM
153$40.0M0.01%
157
NEMNEWMONT CORP COM
361$39.0M0.01%
158
VBVANGUARD SMALL-CAP ETF
145$39.0M0.01%
159
SPOTSPOTIFY TECHNOLOGY S A SHS
72$38.0M0.01%
160
SOUNSOUNDHOUND AI INC CLASS A COM
3,237$38.0M0.01%
161
EBFENNIS INC COM
2,000$36.0M0.01%
162
VOOVANGUARD S&P 500 ETF
57$36.0M0.01%
163
NVONOVO-NORDISK A S ADR
593$34.0M0.01%
164
PECOPHILLIPS EDISON & CO INC COMMON STOCK
993$34.0M0.01%
165
SAPSAP SE SPON ADR
140$34.0M0.01%
166
ARWARROW ELECTRS INC COM
289$33.0M0.01%
167
IGMISHARES EXPANDED TECH SECTOR ETF
254$33.0M0.01%
168
SCHFSCHWAB INTERNATIONAL EQUITY ETF
1,340$33.0M0.01%
169
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
684$33.0M0.01%
170
VTIVANGUARD TOTAL STOCK MARKET ETF
97$33.0M0.01%
171
MUMICRON TECHNOLOGY INC COM
93$32.0M0.01%
172
LINLINDE PLC SHS
70$31.0M0.01%
173
CRWDCROWDSTRIKE HLDGS INC CL A
66$31.0M0.01%
174
PODDINSULET CORP COM
108$31.0M0.01%
175
RIVNRIVIAN AUTOMOTIVE INC COM CL A
1,620$31.0M0.01%
176
CBCHUBB LIMITED COM
100$30.0M0.01%
177
NKENIKE INC CL B
449$29.0M0.01%
178
INTCINTEL CORP COM
640$29.0M0.01%
179
UNPUNION PAC CORP COM
116$26.0M0.01%
180
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
690$26.0M0.01%
181
SPGPINVESCO S&P 500 GARP ETF
228$26.0M0.01%
182
RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
883$24.0M0.00%
183
ZSZSCALER INC COM
112$24.0M0.00%
184
FSKFS KKR CAP CORP COM
1,640$23.0M0.00%
185
LITELUMENTUM HLDGS INC COM
66$23.0M0.00%
186
SNOWSNOWFLAKE INC COM SHS
101$22.0M0.00%
187
AQLTISHARES CORE MSCI EAFE ETF
244$22.0M0.00%
188
EMREMERSON ELEC CO COM
153$22.0M0.00%
189
FCXFREEPORT-MCMORAN INC CL B
396$22.0M0.00%
190
USMVISHARES MSCI USA MIN VOL FACTOR ETF
223$21.0M0.00%
191
MBBISHARES MBS ETF
226$21.0M0.00%
192
PRUPRUDENTIAL FINL INC COM
184$21.0M0.00%
193
WFCWELLS FARGO CO NEW COM
227$21.0M0.00%
194
SKYXSKYX PLATFORMS CORP COM
10,000$20.0M0.00%
195
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
140$20.0M0.00%
196
BPBP PLC SPONSORED ADR
557$19.0M0.00%
197
DHRDANAHER CORPORATION COM
82$19.0M0.00%
198
DYHTARGET CORP COM
187$19.0M0.00%
199
PEXLPACER US EXPORT LEADERS ETF
291$18.0M0.00%
200
TOLTOLL BROTHERS INC COM
130$18.0M0.00%
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