Kagan Cocozza Asset Management

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    mickleton, NJ
  • CIK
    0002064489
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

61

$132.08M
KRE, KRE, SPDW, KRE
13F-HR
Oct 21, 2025
000206336425000250

61

$130.43M
KRE, KRE, SPDW, KRE
13F-HR
Jul 15, 2025
000206336425000129

61

$122.38M
KRE, KRE, SPDW, KRE
13F-HR
May 8, 2025
000206336425000079

63

$120.43M
KRE, KRE, SPDW, KRE
13F-HR
Apr 11, 2025
000206336425000025