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Kozak & Associates, Inc.

All holdings · as of Dec 31, 2025

432 positions

CompanyClassValueShares% of portfolio
TYSON FOODS INC$1.4K230.0%
CRISPR THERAPEUTICS AG NAMEN AKT$1.4K260.0%
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND$1.4K410.0%
GRAYSCALE BITCOIN MINI TRUST ETF$1.4K360.0%
Amentum Holdings, Inc.$1.5K440.0%
Archer-Daniels-Midland Co$1.6K250.0%
ISHARES S&P SMALL-CAP 600 VALUE ETF$1.6K130.0%
Dynatrace, Inc.$1.6K390.0%
Fortive Corp$1.7K300.0%
Kraft Heinz Co$1.7K710.0%
FEDERAL REALTY INVESTMENT TRUST$1.7K170.0%
PELOTON INTERACTIVE, INC.$1.7K2500.0%
iShares MSCI UAE ETF$1.8K460.0%
iShares MSCI UAE ETF$1.8K780.0%
INNOVIZ TECHNOLOGIES LTD SHS$1.8K1,4990.0%
DOW INC.$1.8K700.0%
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND$1.9K390.0%
Mondelez International, Inc.$2.0K370.0%
Booz Allen Hamilton Holding Corp$2.1K220.0%
T-Mobile US, Inc.TMUSCommon Stock$2.1K100.0%
Four Corners Property Trust, Inc.$2.1K880.0%
SES AI CorpSESCommon Stock$2.1K1,0000.0%
UDR, Inc.$2.2K610.0%
MSC INCOME FUND, INC.MSIFCommon Stock$2.4K1860.0%
MacKenzie Realty Capital, Inc.MKZRREIT$2.6K5290.0%
Templeton Emerging Markets Fund$2.7K1460.0%
INVESCO VALUE MUN INCOME TR COM$2.8K2220.0%
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF$2.8K1100.0%
LANDSTAR SYSTEM INC$2.9K180.0%
ON HLDG AG NAMEN AKT A$2.9K600.0%
MARRIOTT VACATIONS WORLDWIDE Corp$3.0K450.0%
NOVARTIS AG SPONSORED ADR$3.0K210.0%
Bank of New York Mellon Corp/The$3.0K250.0%
REALTY INCOME CORP$3.0K520.0%
HAWAIIAN ELECTRIC INDUSTRIES INC$3.1K2080.0%
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF$3.1K820.0%
THERMO FISHER SCIENTIFIC INC.$3.1K50.0%
Cigna Group$3.1K110.0%
TFI INTL INC COM$3.1K280.0%
KRANESHARES CSI CHINA INTERNET ETF$3.2K880.0%
STATE STREET ENERGY SELECT SECTOR SPDR ETF$3.2K680.0%
OCCIDENTAL PETROLEUM CORP /DE$3.2K750.0%
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$3.2K220.0%
Marvell Technology, Inc.$3.3K390.0%
INVESCO KBW BANK ETF$3.3K380.0%
SMITH & NEPHEW PLC SPDN ADR NEW$3.4K1000.0%
TD SYNNEX Corp$3.4K230.0%
KIMBERLY CLARK CORP$3.5K360.0%
DraftKings Inc.$3.5K1000.0%
FIRST HORIZON CORP$3.6K1460.0%
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