• 13F History

Kagan Cocozza Asset Management

13F Filings History

Latest 13F report
Q4 2024 - Apr 11, 2025
Value $
$120M
Signature - Title
Jim Cullen - Compliance Consultant
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 63 stock holdings with total value $120M as of Q4 2024. Top holdings included SPLG, SPAB, SPDW, SPIB, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 63 $120M $0 $0 SPLG, SPAB, SPDW, SPIB, VIG 13F-HR 4/11/2025, 11:58 AM