Kozak & Associates Inc.
Kozak & Associates Inc. latest Q4_2020 13F filings reported $129,382,000 in market value on this 2021-02-22 report date . The portfolio quarterly return is 0.00%. This fund has 70 securities concentrations of 100% weights.
Kozak & Associates Inc. largest holding is SPDR S&P 500 ETF Trust with weight of 32.95% and $42,631,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|