Number of Shares
14,486
Previous 14,640 1.05%
Holding current value
$719 Million
Previous $952 Million 24.42%
% of portfolio
0.51%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

SELL
N/A
-154 Reduced 1.05%
14,486 $719 Million
Q4 2024

Apr 11, 2025

BUY
N/A
14,640 New
14,640 $777 Million
Track This Portfolio

Track Kagan Cocozza Asset Management Portfolio

Follow Kagan Cocozza Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kagan Cocozza Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Kagan Cocozza Asset Management with notifications on news.