Kozak & Associates, Inc. Options Holdings

Kozak & Associates, Inc.

  • $524 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 455
  • Current Value $524 Million
  • Prior Value $482 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 18, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 92 stocks
  • Additional Purchases 143 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 84 stocks
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