COZAD ASSET MANAGEMENT INC Q4 2018 Filing

Filed January 14, 2019

Portfolio Value

$289.6B

Holdings

229

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (229 positions)

StockValue
RJFRaymond James Fin'l. Inc.
$932.0M
LEALear Corp.
$917.0M
UMPQUSDUmpqua Holdings Corp.
$897.0M
MFICApollo Investment Corp.
$856.0M
BKHBlack Hills Corp.
$824.0M
TAT&T Inc.
$803.0M
UNPUnion Pacific Corp.
$799.0M
Microport Scientific Corp.
$772.0M
FBTFirst Trust NYSE Arca Biotech
$766.0M
FISVFiserv, Inc.
$763.0M
LUVSouthwest Airlines
$760.0M
BIIBBiogen Idec, Inc.
$741.0M
BPBP Amoco PLC ADR
$711.0M
WMTWal-Mart Stores
$700.0M
IBBIShares Nasdaq Biotechnology E
$698.0M
WDCWestern Digital Corp.
$697.0M
BUSEFirst Busey Corp.
$676.0M
DALDelta Airlines Inc.
$669.0M
JPMJ.P. Morgan Chase & Co.
$661.0M
UHSUniversal Health Svcs., Cl. B
$627.0M
TSMTaiwan Semiconductor Mfg. Co.
$607.0M
GSKGlaxoSmithKline PLC
$603.0M
ADPAutomatic Data Processing
$599.0M
BDXBecton Dickinson & Co.
$590.0M
MNSTMonster Beverage Corp.
$578.0M
LOGILogitech Internat'l. SA
$575.0M
CTSHCognizant Technology Solutions
$560.0M
INTCIntel Corp.
$544.0M
MDLZMondelez International, Inc.
$525.0M
UNUSDUnilever NV
$523.0M
ELVAnthem, Inc.
$511.0M
HRSEURHarris Corp.
$488.0M
VVisa Inc.
$484.0M
MPCMarathon Petroleum Corp.
$483.0M
BHPBHP Billiton, Ltd. ADR
$482.0M
CICIGNA Corp.
$473.0M
NVSNNovartis AG ADR
$473.0M
DEODiageo PLC ADR
$467.0M
FPFFirst Trust Emerging Mrkts Alp
$466.0M
PRUPrudential Financial, Inc.
$457.0M
AZNAstraZeneca PLC ADR
$453.0M
WDFCW D 40 Co.
$451.0M
LRCXEURLAM Research Corp.
$447.0M
ULTAUlta Salon, Cosmetics & Fragra
$444.0M
RDS/ARoyal Dutch Shell ADR, A
$442.0M
ITWIllinois Tool Works
$435.0M
VNQVanguard REIT ETF
$423.0M
CELGCelgene Corp.
$419.0M
PHMPulteGroup, Inc.
$416.0M
ROSTRoss Stores Inc.
$406.0M
BMYBristol-Myers Squibb
$401.0M
AZOAutoZone, Inc.
$386.0M
CLColgate Palmolive Co.
$379.0M
XLBMaterials Select Sector SPDR E
$376.0M
AMTAmerican Tower Corp.
$369.0M
UTXZUnited Technologies
$369.0M
AONAon Corp. PLC
$367.0M
CSCOCisco Systems
$362.0M
REZIShares Residential Real Estat
$362.0M
IBMI.B.M.
$360.0M
MHGVYMowi ASA ADR
$359.0M
URIUnited Rentals, Inc.
$355.0M
NEENextEra Energy
$348.0M
STXSeagate Technology
$346.0M
CMICummins Engine Inc.
$345.0M
CEOCNOOC Ltd. ADR
$344.0M
BALLBall Corp.
$342.0M
TTENTotal SA ADR
$336.0M
DISWalt Disney Co
$335.0M
G9NGrupo Aeroportuario del Pacifi
$333.0M
NCLHNorwegian Cruise Line Hldgs Lt
$333.0M
ORCLOracle Corp
$327.0M
UPM-Kymmene Oyj
$326.0M
AMGNAmgen, Inc.
$323.0M
IYFIShares Dow US Finan. Sector I
$312.0M
BMOBank of Montreal
$311.0M
KMBKimberly Clark Corp
$306.0M
ETRAETrade Financial Corp.
$303.0M
IYRIShares US Real Estate ETF
$301.0M
LVLNSPDR S&P Regional Banking ETF
$297.0M
BACBank of America
$296.0M
G4RABanco de Chile ADR
$293.0M
JBLJabil Circuit, Inc.
$293.0M
LLYLilly (Eli)
$288.0M
RCI/BRogers Communications, Inc. B
$288.0M
Isuzu Motors Ltd.
$284.0M
NSRGYNestle SA ADR
$284.0M
SNPUSDChina Petrol. & Chem. (Sinopec
$281.0M
SYKStryker Corporation
$277.0M
CMCanadian Imperial Bank of Comm
$276.0M
SKMEURSK Telecom Ltd. ADR
$275.0M
WFCWells Fargo & Co.
$274.0M
MDTMedtronic PLC
$271.0M
DEDeere & Co.
$265.0M
NVONovo Nordisk A.S. ADR
$264.0M
XLIIndustrial Select Sector SPDR
$258.0M
SNYSanofi-Aventis ADR
$252.0M
SSREYSwiss Re Ltd.
$251.0M
LIESun Life Financial, Inc.
$247.0M
PPGPPG Industries Inc.
$247.0M
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