Kozak & Associates, Inc. - Q22026 Holdings

Kozak & Associates, Inc. holds 433 stocks with a total portfolio value of $ 576.14M as of Q22026. In Q22026, Kozak & Associates, Inc. added 22 new positions, increased stakes in 134 stocks, reduced 67 holdings, and fully exited 30 positions. The largest holding is Ishares U.S. Tech Independence Focused Etf (IETC), representing 8.54% of the total portfolio.