Kagan Cocozza Asset Management
13F Portfolio Filings
Most recent 13F Q4 2025Location mickleton, NJCIK 0002064489All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
64 | $140.6M | KRE, KRE, SPDW, KRE | 13F-HR | Jan 23, 2026 | 000206336426000020 | ||
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 |