Quick Takeaways
- Kagan Cocozza Asset Management reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $140,597,504.
- Info
- Portfolio
13F Filings History of Kagan Cocozza Asset Management
- Latest 13F report
- Q4 2025 - 23 Jan 2026
- Value $
- $140,597,504
- Signature - Title
- Jim Cullen - Filing Agent
- Location
- Mickleton, NJ
- Summary
- This page shows a list of all the recent 13F filings made by Kagan Cocozza Asset Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kagan Cocozza Asset Management reported 64 stock holdings with total value $140,597,504 as of Q4 2025. Top holdings included SPYM, SPAB, SPDW, SPIB, and VIG.
Follow Filing Activity
Follow Kagan Cocozza Asset Management and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 23 Jan 2026, 08:59.
- Reported value moved from $132,083,797 to $140,597,504.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 64 | $140,597,504 | +$10,202,964 | -$954,856 | +$9,248,108 | SPYM, SPAB, SPDW, SPIB, VIG | 13F-HR | 23 Jan 2026, 08:59 |
| Q3 2025 | 61 | $132,083,797 | +$2,378,517 | -$7,165,034 | -$4,786,517 | SPLG, SPAB, SPDW, SPIB, VIG | 13F-HR | 21 Oct 2025, 12:45 |
| Q2 2025 | 61 | $130,431,808 | +$3,436,981 | -$1,966,854 | +$1,470,127 | SPLG, SPAB, SPDW, SPIB, VIG | 13F-HR | 15 Jul 2025, 12:28 |
| Q1 2025 | 61 | $122,379,913 | +$3,552,390 | -$1,243,074 | +$2,309,316 | SPLG, SPAB, SPDW, SPIB, VIG | 13F-HR | 08 May 2025, 10:39 |
| Q4 2024 | 63 | $120,431,604 | $0 | $0 | $0 | SPLG, SPAB, SPDW, SPIB, VIG | 13F-HR | 11 Apr 2025, 11:58 |