COZAD ASSET MANAGEMENT INC
COZAD ASSET MANAGEMENT INC runs COZAD ASSET MANAGEMENT INC and currently holds 453 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.55B. Their top holdings are MU, VTI, AAPL, FLEX, LRCX. The top five represent 14.4% of reported portfolio weight. COZAD ASSET MANAGEMENT INC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 50 existing positions. They trimmed 48 positions. Their current best-performing preview position is MU with returns of +241.67%.
453 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MU Micron Technology, Inc. | 3.17% | $336.91 | $966.78 | +186.95% | Added +2.10% |
VTI Vanguard Total Stock Market ETF | 2.95% | $202.56 | $378.25 | +86.73% | Trimmed -0.81% |
AAPL Apple Inc. | 2.78% | $90.80 | $309.35 | +240.69% | Trimmed -0.69% |
FLEX Flextronics Internat'l. Ltd. | 2.77% | $29.31 | $110.45 | +276.83% | Trimmed -24.74% |
LRCX LAM Research Corp. | 2.75% | $139.80 | $314.00 | +124.61% | Trimmed -11.98% |
TSM Taiwan Semiconductor Mfg. Co. Ltd. | 2.18% | $194.66 | $418.87 | +115.18% | Trimmed -1.82% |
NVDA Nvidia Corp. | 2.08% | $6.93 | $214.76 | +2,998.99% | Trimmed -1.07% |
GOOGL Alphabet Inc., Cl. A | 2.06% | $73.40 | $344.82 | +369.78% | Trimmed -2.85% |
AVGO Broadcom Inc. | 1.85% | $26.89 | $368.45 | +1,270.21% | Trimmed -1.79% |
LLY Lilly (Eli) | 1.84% | $779.28 | $1,254.77 | +61.02% | Added +7.78% |
Showing 1-10 of 453