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COZAD ASSET MANAGEMENT INC 13F portfolio summary

COZAD ASSET MANAGEMENT INC of COZAD ASSET MANAGEMENT INC has 414 current stock holdings with a reported portfolio value of $1.27B. The portfolio 1 year return is +18.74%. Top holdings include QQEW (0.00%), FBND (0.00%), PYLD (0.00%), FPE (0.00%), VTI (3.16%).

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COZAD ASSET MANAGEMENT INC

COZAD ASSET MANAGEMENT INC
Latest filing: 2026-03-31

COZAD ASSET MANAGEMENT INC runs COZAD ASSET MANAGEMENT INC and currently holds 414 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.27B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. COZAD ASSET MANAGEMENT INC ranks #817 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, COZAD ASSET MANAGEMENT INC's portfolio at COZAD ASSET MANAGEMENT INC has delivered returns of +18.74%. Their 3-year annualized return is +53.82%. Looking at the 5-year horizon, COZAD ASSET MANAGEMENT INC has achieved +57.84% annualized returns at COZAD ASSET MANAGEMENT INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.74%
#712/1000
3 Year
+53.82%
#769/1000
5 Year
+57.84%
#741/1000

Portfolio Value

$1.27B

Alpha Score

42.8

#817 of 1000

Holdings

414

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change