Kagan Cocozza Asset Management Incresed Positions in Q4 2025

Kagan Cocozza Asset Management

  • $141 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
102K
+ 15.91%
$25.75 - $26.12 $2.62M - $2.66M
743K $19.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.1K
+ 3.83%
$76.84 - $80.86 $779K - $820K
275K $22B
SPIB
Spdr Portfolio Intermediate Te

ETFs
30.8K
+ 12.41%
$33.69 - $34.08 $1.04M - $1.05M
279K $9.43B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.21K
+ 2.46%
$42.26 - $44.28 $262K - $275K
259K $11.5B
VIG
Vanguard Dividend Appreciation

ETFs
1.93K
+ 5.03%
N/A
40.4K $8.87B
XLK
Technology Sector Spdr

ETFs
13.1K
+ 126.91%
$278.39 - $304.13 $3.65M - $3.99M
23.4K $3.37B
VO
Vanguard Mid Cap ETF

ETFs
1.59K
+ 6.67%
$286.27 - $296.23 $455K - $471K
25.4K $7.38B
VNQ
Vanguard Specialized Funds Van

ETFs
3.95K
+ 9.05%
$88.13 - $92.69 $348K - $366K
47.6K $4.21B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.21K
+ 4.27%
$114.27 - $121.15 $139K - $147K
29.6K $3.56B
XLF
Financial Sector Spdr

ETFs
3.1K
+ 25.47%
$51.76 - $53.77 $160K - $167K
15.3K $836M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.74K
+ 3.32%
$52.54 - $55.77 $144K - $153K
85.3K $4.58B
AAPL
Apple Inc.

Technology
24
+ 0.4%
$245.27 - $275.25 $5.89K - $6.61K
5.96K $1.62B
KO
Coca Cola CO

Consumer Defensive
211
+ 1.98%
$66.1 - $71.61 $13.9K - $15.1K
10.9K $760M
JNJ
Johnson & Johnson

Healthcare
40
+ 2.31%
$185.98 - $199.58 $7.44K - $7.98K
1.77K $366M
ED
Consolidated Edison Inc

Utilities
201
+ 2.2%
$96.11 - $102.39 $19.3K - $20.6K
9.32K $926M
DUK
Duke Energy Corp

Utilities
15
+ 0.85%
$121.57 - $129.03 $1.82K - $1.94K
1.78K $209M
XLU
Utilities Sector Spdr

ETFs
3.48K
+ 97.29%
$87.89 - $92.9 $306K - $323K
7.06K $301M
PG
Procter & Gamble CO

Consumer Defensive
232
+ 4.83%
$145.5 - $153.18 $33.8K - $35.5K
5.04K $722M
PAYX
Paychex Inc

Industrials
20
+ 0.94%
$111.08 - $128.59 $2.22K - $2.57K
2.15K $241M
VZ
Verizon Communications Inc

Communication Services
429
+ 2.77%
$38.4 - $43.83 $16.5K - $18.8K
15.9K $648M
ADP
Automatic Data Processing Inc

Industrials
111
+ 4.47%
$250.9 - $292.94 $27.8K - $32.5K
2.59K $667M
KMB
Kimberly Clark Corp

Consumer Defensive
413
+ 7.27%
$100.05 - $123.23 $41.3K - $50.9K
6.09K $615M
XLY
Select Sector Spdr Consumer Di

ETFs
3.37K
+ 79.91%
$228.75 - $242.18 $772K - $817K
7.6K $907M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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