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Kozak & Associates, Inc. - Portfolio Stock Holdings

Kozak & Associates, Inc. disclosed 445 stock positions in a recent SEC 13F filing. $551,652,982 of stock holdings were filed, with the largest holdings including IETC, SPYG, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

Report Period:

Sept. 30, 2026

No. of Stocks:

445

Est. Stock Holding Value:

$551,652,982

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Kozak & Associates, Inc.

Stock	Holdings (Shares)	Holdings (USD)	% of Portfolio	Change (Shares)	Change (USD)	% Change

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