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Kozak & Associates, Inc. - Portfolio Stock Holdings

Kozak & Associates, Inc. disclosed 460 stock positions in a recent SEC 13F filing. $578,702,287 of stock holdings were filed, with the largest holdings including IETC, SPYG, and SPY. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

460

Est. Stock Holding Value:

$578,702,287

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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