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
201
OHIOMEGA HEALTHCARE INVS INC COM
417$18.0M0.00%
202
BACVERIZON COMMUNICATIONS INC COM
445$18.0M0.00%
203
GLWCORNING INC COM
213$18.0M0.00%
204
VIGVANGUARD DIVIDEND APPRECIATION ETF
82$18.0M0.00%
205
PFEPFIZER INC COM
698$17.0M0.00%
206
PYPLPAYPAL HLDGS INC COM
307$17.0M0.00%
207
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
429$17.0M0.00%
208
INTUINTUIT COM
27$17.0M0.00%
209
BRSPBRIGHTSPIRE CAPITAL INC COM CL A
2,961$17.0M0.00%
210
IJHISHARES CORE S&P MID-CAP ETF
256$17.0M0.00%
211
VSCOVICTORIAS SECRET AND CO COMMON STOCK
259$17.0M0.00%
212
ULUNILEVER PLC SPON ADR NEW
256$16.0M0.00%
213
ORLYOREILLY AUTOMOTIVE INC COM
180$16.0M0.00%
214
HHYATT HOTELS CORP COM CL A
98$16.0M0.00%
215
HPEHEWLETT PACKARD ENTERPRISE CO COM
706$15.0M0.00%
216
BMYBRISTOL-MYERS SQUIBB CO COM
284$15.0M0.00%
217
ABGCENCORA INC COM
46$15.0M0.00%
218
EVMOEATON VANCE MORTGAGE OPPORTUNITIES ETF
305$15.0M0.00%
219
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
1,239$15.0M0.00%
220
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
211$14.0M0.00%
221
JJACOBS SOLUTIONS INC COM
101$14.0M0.00%
222
AKREAKRE FOCUS ETF
221$14.0M0.00%
223
DUSADAVIS SELECT U.S. EQUITY ETF
276$14.0M0.00%
224
IONQIONQ INC COM
300$14.0M0.00%
225
MDYGSTATE STREET SPDR S&P 400 MID CAP GROWTH ETF
146$14.0M0.00%
226
COPCONOCOPHILLIPS COM
134$13.0M0.00%
227
TWLOTWILIO INC CL A
100$13.0M0.00%
228
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
113$13.0M0.00%
229
FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND
111$13.0M0.00%
230
ISRGINTUITIVE SURGICAL INC COM NEW
21$12.0M0.00%
231
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND
94$12.0M0.00%
232
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
238$12.0M0.00%
233
SYFSYNCHRONY FINANCIAL COM
148$12.0M0.00%
234
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
219$12.0M0.00%
235
GBTCGRAYSCALE BITCOIN TRUST ETF
182$12.0M0.00%
236
NXPINXP SEMICONDUCTORS N V COM
50$12.0M0.00%
237
XYZBLOCK INC CL A
185$12.0M0.00%
238
VWOVANGUARD FTSE EMERGING MARKETS ETF
217$12.0M0.00%
239
JCIJOHNSON CTLS INTL PLC SHS
100$11.0M0.00%
240
HSYHERSHEY CO COM
59$11.0M0.00%
241
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
116$11.0M0.00%
242
HWMHOWMET AEROSPACE INC COM
53$11.0M0.00%
243
EFVISHARES MSCI EAFE VALUE ETF
163$11.0M0.00%
244
RGTIRIGETTI COMPUTING INC COMMON STOCK
450$11.0M0.00%
245
CQPCHENIERE ENERGY PARTNERS LP COM UNIT
215$11.0M0.00%
246
UNMUNUM GROUP COM
141$11.0M0.00%
247
ASMLASML HOLDING N V N Y REGISTRY SHS
9$11.0M0.00%
248
SAJACOMPANHIA DE SANEAMENTO BASICO SPONSORED ADR
439$10.0M0.00%
249
FPXFIRST TRUST US EQUITY OPPORTUNITIES ETF
63$10.0M0.00%
250
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
1,690$10.0M0.00%
251
7HPHP INC COM
471$10.0M0.00%
252
UTHUNITED THERAPEUTICS CORP DEL COM
21$10.0M0.00%
253
IWRISHARES RUSSELL MIDCAP ETF
105$10.0M0.00%
254
QSQUANTUMSCAPE CORP COM CL A
1,000$10.0M0.00%
255
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
463$10.0M0.00%
256
SAMBOSTON BEER INC CL A
48$9.0M0.00%
257
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
153$9.0M0.00%
258
RCLROYAL CARIBBEAN GROUP COM
32$9.0M0.00%
259
VONVVANGUARD RUSSELL 1000 VALUE ETF
99$9.0M0.00%
260
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
237$9.0M0.00%
261
ACLSAXCELIS TECHNOLOGIES INC COM NEW
107$9.0M0.00%
262
HCAHCA HEALTHCARE INC COM
20$9.0M0.00%
263
WBDWARNER BROS DISCOVERY INC COM SER A
316$9.0M0.00%
264
BCSBARCLAYS PLC ADR
381$9.0M0.00%
265
AEPAMERICAN ELEC PWR CO INC COM
77$9.0M0.00%
266
CCLCARNIVAL CORP PAIRED CTF
300$9.0M0.00%
267
SBUXSTARBUCKS CORP COM
98$8.0M0.00%
268
PKWINVESCO BUYBACK ACHIEVERS ETF
60$8.0M0.00%
269
HALHALLIBURTON CO COM
271$8.0M0.00%
270
CARRCARRIER GLOBAL CORPORATION COM
132$7.0M0.00%
271
VCTRVICTORY CAP HLDGS INC COM CL A
104$7.0M0.00%
272
APHAMPHENOL CORP NEW CL A
55$7.0M0.00%
273
MMM3M CO COM
45$7.0M0.00%
274
RHRH COM
35$7.0M0.00%
275
IAU*ISHARES GOLD TRUST
91$7.0M0.00%
276
GMGENERAL MTRS CO COM
93$7.0M0.00%
277
FTNTFORTINET INC COM
100$7.0M0.00%
278
IJRISHARES CORE S&P SMALL CAP ETF
63$7.0M0.00%
279
ACGLARCH CAP GROUP LTD ORD
79$7.0M0.00%
280
GSKGSK PLC SPONSORED ADR
155$7.0M0.00%
281
VFCV F CORP COM
336$6.0M0.00%
282
BBWIBATH & BODY WORKS INC COM
279$6.0M0.00%
283
IRENIREN LIMITED ORDINARY SHARES
150$6.0M0.00%
284
VTWOVANGUARD RUSSELL 2000 ETF
65$6.0M0.00%
285
LCIDLUCID GROUP INC COM NEW
567$6.0M0.00%
286
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
77$6.0M0.00%
287
AMATAPPLIED MATLS INC COM
20$6.0M0.00%
288
SQMSOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B
90$6.0M0.00%
289
CIONCION INVT CORP COM
633$6.0M0.00%
290
VRTXVERTEX PHARMACEUTICALS INC COM
13$6.0M0.00%
291
HBC2HSBC HLDGS PLC SPON ADR NEW
79$6.0M0.00%
292
MCKMCKESSON CORP COM
8$6.0M0.00%
293
FFORD MTR CO COM
449$6.0M0.00%
294
SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
65$6.0M0.00%
295
SPTLSTATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
231$6.0M0.00%
296
VTVANGUARD TOTAL WORLD STOCK ETF
43$6.0M0.00%
297
CVSCVS HEALTH CORP COM
65$5.0M0.00%
298
UPSUNITED PARCEL SERVICE INC CL B
55$5.0M0.00%
299
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
951$5.0M0.00%
300
QBTSD-WAVE QUANTUM INC COM
200$5.0M0.00%
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