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.

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Holdings Value
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