account_balance

Investment manager · 13F filer · SEC CIK 2064489

Kagan Cocozza Asset Management

Reported value$162Mas of Sep 30, 2026
Positions66 0 new, 1 sold out
Top 10 weight69.4%SPYM alone is 17%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 16.8% Added +5%
SPAB SPDR Series Trust 13.0% Added +23%
SPDW SPDR Index SHS FDS 9.0% Added +3%
SPIB SPDR Series Trust 6.1% Added +12%
VO Vanguard Index FDS 5.7% Added +3%
VIG Vanguard Specialized Funds 4.7% Trimmed −14%
AGG iShares Tr 4.2% Held
VWO Vanguard Intl Equity Index F 4.1% Added +5%
VNQ Vanguard Index FDS 3.1% Trimmed −3%
IJR iShares Tr 2.7% Trimmed −2%
SPY SPDR S&P 500 ETF Trust 2.6% Held
XLK Select Sector SPDR Tr 2.2% Trimmed −10%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Aug 6, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
  • SPYD −47%
  • USRT −32%
  • SPSM −15%
  • VIG −14%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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