Holdings
Cozad Asset Management Inc
As of Jun 30, 2026, Cozad Asset Management Inc reported 235 positions worth US$925M. Largest: Micron Technology, Inc., Apple Inc and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 42,474 | US$49M | +874 | Jun 30, 2026 |
| Apple Inc | 149K | US$43M | −1,029 | Jun 30, 2026 |
| Lam Research Corporation | 98,204 | US$42.6M | −13,364 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 107K | US$38.2M | −2,598 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 70,786 | US$33.8M | −1,313 | Jun 30, 2026 |
| Nvidia Corporation | 161K | US$32.2M | −1,742 | Jun 30, 2026 |
| Broadcom Inc. | 75,692 | US$28.6M | −1,379 | Jun 30, 2026 |
| Eli Lilly And Company | 23,746 | US$28.5M | +1,715 | Jun 30, 2026 |
| United Rentals, Inc. | 22,878 | US$25.9M | +109 | Jun 30, 2026 |
| Amazon.com, Inc. | 102K | US$24.4M | −84 | Jun 30, 2026 |