Kagan Cocozza Asset Management

Business address
49 Curtmantle Road, Mickleton, NJ, 08056
Top securities (13F)
SPLG, SPAB, SPDW, SPIB, VIG, VO, AGG, VWO, VNQ, SPMD, IJR, XLK, SPY, IVV, LLY, META, SPYD, AAPL, SPEM, and SPSM
State of incorporation
PA
Fiscal year end
31 December
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Kagan Cocozza Asset Management has filed 5 SEC EDGAR filings since 11 Apr 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-25488
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-25488
13F-HR Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-25488
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-25488
13F-HR Open Document Open Filing 11 Apr 2025 31 Dec 2024 028-25488