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Kozak & Associates, Inc.

All holdings · as of Dec 31, 2025

432 positions

CompanyClassValueShares% of portfolio
Kyndryl Holdings, Inc.$3.6K1330.0%
KINDER MORGAN, INC.$3.7K1360.0%
CANADIAN PACIFIC KANSAS CITY COM$3.7K520.0%
SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD$3.7K690.0%
electroCore, Inc.ECORCommon Stock$3.8K6660.0%
PAYCHEX INC$3.9K340.0%
Monolithic Power Systems Inc$3.9K40.0%
INGERSOLL-RAND INC$3.9K460.0%
DOMINION ENERGY, INC$4.0K690.0%
REGENERON PHARMACEUTICALS, INC.$4.0K50.0%
BHP Group LtdBHPADR$4.0K650.0%
VANGUARD RUSSELL 1000 GROWTH ETF$4.0K330.0%
Check Point Software Technologies Ltd$4.0K210.0%
INVESCO S&P 500 EQUAL WEIGHT ETF$4.1K210.0%
PROSHARES SHORT S&P500$4.2K1180.0%
ING GROEP N.V. SPONSORED ADR$4.3K1520.0%
EBAY INC$4.3K480.0%
SCHWAB US DIVIDEND EQUITY ETF$4.4K1550.0%
SANOFI$4.5K920.0%
UBS GROUP AG SHS$4.6K960.0%
ZIM INTEGRATED SHIPPING SERV SHS$4.6K2050.0%
RIO TINTO PLC SPONSORED ADR$4.6K570.0%
Parker-Hannifin Corp$4.6K50.0%
STRYKER CORP$4.8K130.0%
C3.ai, Inc.$4.9K3500.0%
COLGATE PALMOLIVE CO$4.9K600.0%
Snap-on Inc$5.0K140.0%
MPLX LPMPLXMLP$5.0K940.0%
Builders FirstSource Inc$5.0K400.0%
LLOYDS BANKING GROUP PLC SPONSORED ADR$5.1K9510.0%
CVS HEALTH Corp$5.2K650.0%
PULTEGROUP INC/MI$5.4K410.0%
Solventum Corp$5.5K640.0%
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$5.6K580.0%
D-Wave Quantum Inc.$5.6K2000.0%
United Parcel Service Inc$5.9K550.0%
APPLIED MATERIALS INC /DE$6.0K200.0%
VERTEX PHARMACEUTICALS INC / MA$6.0K130.0%
CION INVT CORP COM$6.1K6330.0%
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF$6.2K2310.0%
VANGUARD TOTAL WORLD STOCK ETF$6.2K430.0%
HSBC HOLDINGS PLCHSBCADR$6.3K790.0%
FORD MOTOR CO$6.4K4490.0%
Lucid Group, Inc.LCIDCommon Stock$6.4K5670.0%
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF$6.4K650.0%
Bath & Body Works, Inc.$6.5K2790.0%
MCKESSON CORP$6.5K80.0%
V. F. CORPORATION$6.7K3360.0%
GE HealthCare Technologies Inc.$6.7K770.0%
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B$6.7K900.0%
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