COZAD ASSET MANAGEMENT INC Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$345.2B

Holdings

244

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (244 positions)

StockValue
KEYKeyCorp
$1.0B
CTLEURCenturylink, Inc.
$1.0B
UMPQUSDUmpqua Holdings Corp.
$996.0M
REEverest Reinsur. Group, Ltd.
$971.0M
UNPUnion Pacific Corp.
$956.0M
BACVerizon Communications
$903.0M
TAT&T Inc.
$892.0M
UHSUniversal Health Svcs., Cl. B
$890.0M
LUVSouthwest Airlines
$829.0M
NCLHNorwegian Cruise Line Hldgs Lt
$819.0M
WMTWal-Mart Stores
$813.0M
JBLJabil Circuit, Inc.
$811.0M
JPMJ.P. Morgan Chase & Co.
$779.0M
FBTFirst Trust NYSE Arca Biotech
$775.0M
WBAWalgreen Boots Alliance Inc.
$774.0M
ADPAutomatic Data Processing
$745.0M
MNSTMonster Beverage Corp.
$735.0M
LOGILogitech Internat'l. SA
$723.0M
CAHCardinal Health
$705.0M
MDLZMondelez International, Inc.
$700.0M
IBBIShares Nasdaq Biotechnology E
$699.0M
DALDelta Airlines Inc.
$698.0M
MMM3M Company
$653.0M
VVisa Inc.
$649.0M
BDXBecton Dickinson & Co.
$632.0M
TSMTaiwan Semiconductor Mfg. Co.
$628.0M
GSKGlaxoSmithKline PLC
$595.0M
PRUPrudential Financial, Inc.
$592.0M
Microport Scientific Corp.
$590.0M
UNUSDUnilever NV
$571.0M
INTCIntel Corp.
$570.0M
RDS/ARoyal Dutch Shell ADR, A
$546.0M
DEODiageo PLC ADR
$537.0M
FPFFirst Trust Emerging Mrkts Alp
$532.0M
AMTAmerican Tower Corp.
$527.0M
HRSEURHarris Corp.
$525.0M
ITWIllinois Tool Works
$524.0M
VNQVanguard REIT ETF
$520.0M
CTSHCognizant Technology Solutions
$517.0M
ELVAnthem, Inc.
$516.0M
CELGCelgene Corp.
$504.0M
CSCOCisco Systems
$501.0M
BHPBHP Billiton, Ltd. ADR
$490.0M
NVSNNovartis AG ADR
$488.0M
AONAon Corp. PLC
$488.0M
ROSTRoss Stores Inc.
$472.0M
AZNAstraZeneca PLC ADR
$470.0M
STLDSteel Dynamics Inc.
$462.0M
CLColgate Palmolive Co.
$447.0M
UTXZUnited Technologies
$445.0M
XLBMaterials Select Sector SPDR E
$441.0M
MPCMarathon Petroleum Corp.
$438.0M
PHMPulteGroup, Inc.
$436.0M
AZOAutoZone, Inc.
$434.0M
IBMI.B.M.
$417.0M
CMICummins Engine Inc.
$417.0M
NEENextEra Energy
$410.0M
ORCLOracle Corp
$410.0M
G9NGrupo Aeroportuario del Pacifi
$408.0M
LEALear Corp.
$395.0M
REZIShares Residential Real Estat
$394.0M
WDFCW D 40 Co.
$391.0M
MHGVYMowi ASA ADR
$385.0M
DEDeere & Co.
$380.0M
NSRGYNestle SA ADR
$379.0M
DISWalt Disney Co
$375.0M
BIIBBiogen Idec, Inc.
$374.0M
STXSeagate Technology
$372.0M
BALLBall Corp.
$365.0M
CEOCNOOC Ltd. ADR
$365.0M
UPM-Kymmene Oyj
$356.0M
ETRAETrade Financial Corp.
$355.0M
IYRIShares US Real Estate ETF
$354.0M
SYKStryker Corporation
$353.0M
BMOBank of Montreal
$348.0M
TTENTotal SA ADR
$346.0M
FITBFifth Third Bancorp
$343.0M
KMBKimberly Clark Corp
$341.0M
AMGNAmgen, Inc.
$327.0M
IYFIShares Dow US Finan. Sector I
$327.0M
DHRDanaher Corp.
$323.0M
NSCNorfolk Southern Corp.
$318.0M
BUDAnheuser Busch Co.
$315.0M
XLIIndustrial Select Sector SPDR
$311.0M
BACBank of America
$308.0M
ABEVAmbev SA ADR
$306.0M
LIESun Life Financial, Inc.
$305.0M
BMYBristol-Myers Squibb
$304.0M
VEOEYVeolia Environment ADR
$303.0M
CMCanadian Imperial Bank of Comm
$297.0M
SSREYSwiss Re Ltd.
$296.0M
RCI/BRogers Communications, Inc. B
$294.0M
G4RABanco de Chile ADR
$293.0M
OKEONEOK, Inc.
$291.0M
NVONovo Nordisk A.S. ADR
$289.0M
CICIGNA Corp.
$283.0M
ATVIEURActivision Blizzard, Inc.
$278.0M
ADSKAutodesk
$276.0M
Laboratory Corp. Am. Hldgs.
$274.0M
HONHoneywell Internat'l.
$273.0M
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