Kozak & Associates, Inc. - Q12026 Holdings

Kozak & Associates, Inc. holds 441 stocks with a total portfolio value of $ 512.85M as of Q12026. In Q12026, Kozak & Associates, Inc. added 35 new positions, increased stakes in 148 stocks, reduced 50 holdings, and fully exited 17 positions. The largest holding is Invesco S&P 500 Revenue Etf (RWL), representing 13.64% of the total portfolio.