COZAD ASSET MANAGEMENT INC Q1 2019 Filing

Filed April 18, 2019

Portfolio Value

$331.1M

Holdings

239

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (239 positions)

StockValue
BACVerizon Communications
$980K
UNPUnion Pacific Corp.
$979K
BKHBlack Hills Corp.
$972K
WDCWestern Digital Corp.
$971K
ALLYAlly Finl. Inc.
$968K
UMPQUSDUmpqua Holdings Corp.
$938K
BUSEFirst Busey Corp.
$935K
BFHAlliance Data System Corp.
$884K
CTLEURCenturylink, Inc.
$879K
TAT&T Inc.
$857K
LUVSouthwest Airlines
$837K
FBTFirst Trust NYSE Arca Biotech
$831K
NCLHNorwegian Cruise Line Hldgs Lt
$807K
UHSUniversal Health Svcs., Cl. B
$806K
LOGILogitech Internat'l. SA
$754K
Microport Scientific Corp.
$740K
WMTWal-Mart Stores
$732K
IBBIShares Nasdaq Biotechnology E
$729K
ADPAutomatic Data Processing
$720K
ULTAUlta Salon, Cosmetics & Fragra
$718K
MNSTMonster Beverage Corp.
$702K
JPMJ.P. Morgan Chase & Co.
$684K
MDLZMondelez International, Inc.
$674K
TSMTaiwan Semiconductor Mfg. Co.
$673K
DALDelta Airlines Inc.
$667K
KEYKeyCorp
$640K
CTSHCognizant Technology Solutions
$633K
BDXBecton Dickinson & Co.
$627K
INTCIntel Corp.
$624K
GSKGlaxoSmithKline PLC
$614K
VVisa Inc.
$583K
BIIBBiogen Idec, Inc.
$571K
UNUSDUnilever NV
$567K
BHPBHP Billiton, Ltd. ADR
$546K
DEODiageo PLC ADR
$532K
NVSNNovartis AG ADR
$530K
ELVAnthem, Inc.
$530K
FPFFirst Trust Emerging Mrkts Alp
$524K
CELGCelgene Corp.
$523K
PRUPrudential Financial, Inc.
$520K
HRSEURHarris Corp.
$506K
RDS/ARoyal Dutch Shell ADR, A
$503K
ATVIEURActivision Blizzard, Inc.
$501K
AMTAmerican Tower Corp.
$500K
ITWIllinois Tool Works
$496K
VNQVanguard REIT ETF
$492K
MPCMarathon Petroleum Corp.
$490K
CSCOCisco Systems
$484K
AZNAstraZeneca PLC ADR
$467K
ROSTRoss Stores Inc.
$454K
UTXZUnited Technologies
$446K
AZOAutoZone, Inc.
$445K
IBMI.B.M.
$445K
AONAon Corp. PLC
$432K
BALLBall Corp.
$430K
CLColgate Palmolive Co.
$427K
CEOCNOOC Ltd. ADR
$419K
WDFCW D 40 Co.
$417K
XLBMaterials Select Sector SPDR E
$413K
CICIGNA Corp.
$406K
CMICummins Engine Inc.
$400K
URIUnited Rentals, Inc.
$390K
NEENextEra Energy
$387K
PHMPulteGroup, Inc.
$386K
ORCLOracle Corp
$386K
STXSeagate Technology
$384K
REZIShares Residential Real Estat
$382K
MHGVYMowi ASA ADR
$380K
UPM-Kymmene Oyj
$369K
JBLJabil Circuit, Inc.
$366K
G9NGrupo Aeroportuario del Pacifi
$363K
TTENTotal SA ADR
$358K
BMOBank of Montreal
$357K
IYRIShares US Real Estate ETF
$350K
SYKStryker Corporation
$349K
BMYBristol-Myers Squibb
$345K
FANGDiamondback Energy, Inc.
$338K
NSRGYNestle SA ADR
$335K
IYFIShares Dow US Finan. Sector I
$334K
ETRAETrade Financial Corp.
$334K
LLYLilly (Eli)
$323K
KMBKimberly Clark Corp
$317K
SNPUSDChina Petrol. & Chem. (Sinopec
$316K
AMGNAmgen, Inc.
$315K
FITBFifth Third Bancorp
$310K
DISWalt Disney Co
$307K
RCI/BRogers Communications, Inc. B
$303K
G4RABanco de Chile ADR
$301K
XLIIndustrial Select Sector SPDR
$301K
DHRDanaher Corp.
$299K
BACBank of America
$299K
NVONovo Nordisk A.S. ADR
$296K
CMCanadian Imperial Bank of Comm
$292K
BUDAnheuser Busch Co.
$290K
LIESun Life Financial, Inc.
$286K
DEDeere & Co.
$285K
LRCXEURLAM Research Corp.
$285K
MDTMedtronic PLC
$284K
Isuzu Motors Ltd.
$271K
VEOEYVeolia Environment ADR
$269K
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