Kagan Cocozza Asset Management
Q4 2025 13F Holdings
- Locationmickleton, NJ
- Num holdings
64
- Value ($000)
$140,598
- Date Filed01/23/2026
- Form type13F-HR
- CIK0002064489
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $22.03M | 16 % | 274,562 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $19.12M | 14 % | 742,520 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $11.5M | 8 % | 258,898 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $9.43M | 7 % | 278,960 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.87M | 6 % | 40,365 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $7.38M | 5 % | 25,430 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $4.62M | 3 % | 46,234 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.58M | 3 % | 85,254 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $4.21M | 3 % | 47,607 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.56M | 3 % | 29,614 |
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