Kozak & Associates, Inc. - Q42025 Holdings

Kozak & Associates, Inc. holds 423 stocks with a total portfolio value of $ 517.55M as of Q42025. In Q42025, Kozak & Associates, Inc. added 19 new positions, increased stakes in 98 stocks, reduced 100 holdings, and fully exited 41 positions. The largest holding is Invesco S&P 500 Revenue Etf (RWL), representing 13.12% of the total portfolio.