Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kagan Cocozza Asset Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Kagan Cocozza Asset Management (CIK 2064489) reported $142.1M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($20.7M, 14.57%), SPAB ($17.9M, 12.62%), SPDW ($12.0M, 8.42%), SPIB ($9.3M, 6.52%), VIG ($7.9M, 5.57%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPLGSPDR SERIES TRUST$20.7M14.57%270,512Trimmed
2SPABSPDR SERIES TRUST$17.9M12.62%700,150Trimmed
3SPDWSPDR INDEX SHS FDS$12.0M8.42%262,191Added
4SPIBSPDR SERIES TRUST$9.3M6.52%276,437Trimmed
5VIGVANGUARD SPECIALIZED FUNDS$7.9M5.57%36,829Trimmed
6VOVANGUARD INDEX FDS$7.4M5.20%25,733Added
7AGGISHARES TR$6.3M4.46%63,849Added
8VWOVANGUARD INTL EQUITY INDEX F$5.3M3.70%97,244Added
9VNQVANGUARD INDEX FDS$4.7M3.34%53,438Added
10IJRISHARES TR$3.8M2.65%30,292Added
11SPYSTATE STR SPDR S&P 500 ETF T$3.6M2.51%5,487Added
12SPMDSPDR SERIES TRUST$3.4M2.41%57,911Trimmed
13XLKSELECT SECTOR SPDR TR$3.2M2.22%23,775Added
14LLYELI LILLY & CO$2.2M1.56%2,403Trimmed
15IVVISHARES TR$2.0M1.42%3,080Trimmed
16AAPLAPPLE INC$1.5M1.06%5,957Hold
17METAMETA PLATFORMS INC$1.4M0.96%2,384Added
18SPEMSPDR INDEX SHS FDS$1.3M0.94%28,446Trimmed
19SPSMSPDR SERIES TRUST$1.2M0.86%25,163Trimmed
20SPYDSPDR SERIES TRUST$1.1M0.79%24,775Trimmed
21USRTISHARES TR$1.0M0.72%17,172Trimmed
22VEAVANGUARD TAX-MANAGED FDS$1.0M0.71%15,703Added
23EDCONSOLIDATED EDISON INC$934,4140.66%8,256Trimmed
24AFLAFLAC INC$906,3360.64%8,261Trimmed
25XLISELECT SECTOR SPDR TR$907,4670.64%5,611Trimmed

Source: SEC Form 13F filings · as of 2026-03-31