Kagan Cocozza Asset Management

data from 30/09/2025

Capitalization

$ 132.084 M 1.27 %

Average holding period

3 ans

Performance

$ 12.660 M 10.02 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Kagan Cocozza Asset Management

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPLG SPDR SERIES TRUST 15.68% 20.715 M $ 264424 2024/12/31 1.539 M $ 7.77 %
2025/09/30 SPAB SPDR SERIES TRUST 12.54% 16.560 M $ 640613 2024/12/31 153.779 K $ 0.98 %
2025/09/30 SPDW SPDR INDEX SHS FDS 8.19% 10.812 M $ 252687 2024/12/31 596.038 K $ 5.68 %
2025/09/30 SPIB SPDR SERIES TRUST 6.37% 8.410 M $ 248155 2024/12/31 75.854 K $ 0.92 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 6.28% 8.293 M $ 38433 2024/12/31 442.386 K $ 5.43 %
2025/09/30 VO VANGUARD INDEX FDS 5.30% 7.003 M $ 23840 2024/12/31 343.020 K $ 4.97 %
2025/09/30 AGG ISHARES TR 3.53% 4.658 M $ 46460 2024/12/31 49.386 K $ 1.06 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 3.38% 4.470 M $ 82512 2024/12/31 409.157 K $ 9.54 %
2025/09/30 VNQ VANGUARD INDEX FDS 3.02% 3.991 M $ 43655 2024/12/31 98.055 K $ 2.65 %
2025/09/30 SPMD SPDR SERIES TRUST 2.57% 3.388 M $ 59246 2024/12/31 175.920 K $ 5.17 %
2025/09/30 IJR ISHARES TR 2.56% 3.375 M $ 28401 2024/12/31 275.019 K $ 8.73 %
2025/09/30 XLK SELECT SECTOR SPDR TR 2.20% 2.912 M $ 10330 2024/12/31 394.550 K $ 11.31 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.68% 2.225 M $ 3340 2024/12/31 220.239 K $ 7.82 %
2025/09/30 IVV ISHARES TR 1.59% 2.098 M $ 3135 2024/12/31 229.948 K $ 7.80 %
2025/09/30 LLY ELI LILLY & CO 1.51% 1.988 M $ 2606 2024/12/31 -43.225 K $ -2.12 %
2025/09/30 META META PLATFORMS INC 1.32% 1.746 M $ 2378 2024/12/31 -8.874 K $ -0.50 %
2025/09/30 SPYD SPDR SERIES TRUST 1.16% 1.535 M $ 34895 2024/12/31 56.829 K $ 3.68 %
2025/09/30 AAPL APPLE INC 1.14% 1.511 M $ 5933 2024/12/31 79.581 K $ 24.11 %
2025/09/30 SPEM SPDR INDEX SHS FDS 1.09% 1.438 M $ 30729 2024/12/31 135.026 K $ 9.52 %
2025/09/30 SPSM SPDR SERIES TRUST 0.93% 1.235 M $ 26657 2024/12/31 105.186 K $ 8.73 %
2025/09/30 USRT ISHARES TR 0.77% 1.022 M $ 17402 2024/12/31 39.521 K $ 3.82 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.77% 1.012 M $ 4222 2024/12/31 102.269 K $ 10.27 %
2025/09/30 AFL AFLAC INC 0.74% 975.610 K $ 8734 2024/12/31 55.610 K $ 5.92 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.73% 959.928 K $ 6224 2024/12/31 44.883 K $ 4.55 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.72% 951.600 K $ 14640 2024/12/31 55.485 K $ 6.19 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.69% 916.541 K $ 9118 2024/12/31 1.519 K $ 0.17 %
2025/09/30 IYR ISHARES TR 0.67% 885.661 K $ 9123 2024/12/31 21.679 K $ 2.44 %
2025/09/30 MUB ISHARES TR 0.59% 784.831 K $ 7370 2024/12/31 13.792 K $ 1.92 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.59% 779.770 K $ 5603 2024/12/31 27.046 K $ 3.25 %
2025/09/30 GOOG ALPHABET INC 0.59% 774.489 K $ 3180 2024/12/31 213.762 K $ 37.30 %
2025/09/30 CWI SPDR INDEX SHS FDS 0.57% 752.805 K $ 21558 2024/12/31 55.166 K $ 6.92 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.56% 738.084 K $ 4804 2024/12/31 -27.533 K $ -3.56 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.55% 728.027 K $ 2481 2024/12/31 -38.710 K $ -4.83 %
2025/09/30 SYY SYSCO CORP 0.55% 720.284 K $ 8748 2024/12/31 61.129 K $ 8.71 %
2025/09/30 KO COCA COLA CO 0.54% 707.170 K $ 10663 2024/12/31 -49.297 K $ -6.26 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.53% 706.003 K $ 5678 2024/12/31 -26.138 K $ -3.55 %
2025/09/30 WFC WELLS FARGO CO NEW 0.53% 694.030 K $ 8280 2024/12/31 33.137 K $ 4.62 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.52% 680.522 K $ 15484 2024/12/31 10.659 K $ 1.57 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.50% 655.706 K $ 12172 2024/12/31 27.504 K $ 2.86 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.47% 627.308 K $ 8790 2024/12/31 52.866 K $ 6.17 %
2025/09/30 TGT TARGET CORP 0.47% 617.730 K $ 6887 2024/12/31 -62.265 K $ -9.07 %
2025/09/30 EEM ISHARES TR 0.43% 565.292 K $ 10586 2024/12/31 53.942 K $ 10.70 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.41% 542.849 K $ 9060 2024/12/31 29.434 K $ 5.10 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.39% 511.943 K $ 1623 2024/12/31 47.186 K $ 8.80 %
2025/09/30 CVX CHEVRON CORP NEW 0.34% 452.953 K $ 2917 2024/12/31 34.460 K $ 8.45 %
2025/09/30 PFE PFIZER INC 0.33% 429.363 K $ 16851 2024/12/31 21.186 K $ 5.12 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.32% 428.301 K $ 3039 2024/12/31 35.228 K $ 5.73 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.26% 337.853 K $ 4311 2024/12/31 -13.285 K $ -3.21 %
2025/09/30 XOM EXXON MOBIL CORP 0.25% 334.980 K $ 2971 2024/12/31 14.968 K $ 4.59 %
2025/09/30 BAC BANK AMERICA CORP 0.25% 325.894 K $ 6317 2024/12/31 28.207 K $ 9.02 %
2025/09/30 ETHA ISHARES ETHEREUM TR 0.25% 325.498 K $ 10330 2024/12/31 137.586 K $ 65.23 %
2025/09/30 TFI SPDR SERIES TRUST 0.24% 321.724 K $ 7060 2024/12/31 6.353 K $ 2.01 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.24% 321.051 K $ 1731 2024/12/31 57.597 K $ 21.38 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.24% 311.907 K $ 3577 2024/12/31 21.139 K $ 6.80 %
2025/09/30 AMZN AMAZON COM INC 0.24% 310.911 K $ 1416 2024/12/31 254.000 $ 0.08 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 0.21% 280.466 K $ 2810 2024/12/31 17.809 K $ 6.19 %
2025/09/30 TMUS T-MOBILE US INC 0.21% 280.075 K $ 1170 2024/12/31 1.310 K $ 0.47 %
2025/09/30 PAYX PAYCHEX INC 0.20% 270.252 K $ 2132 2024/12/31 -39.924 K $ -12.86 %
2025/09/30 GE GE AEROSPACE 0.18% 241.429 K $ 803 2025/06/30 34.830 K $ 16.86 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.17% 218.543 K $ 1766 2024/12/31 10.913 K $ 4.87 %
2025/09/30 IVW ISHARES TR 0.17% 218.262 K $ 1808 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %