Kagan Cocozza Asset Management
All 13F Filings
- Location
- Mickleton, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 159,575
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 67 | 159,575 | 13F-HR | Kagan Cocozza Asset Management |
| Q1 2026 | 4/23/2026 | 69 | 142,116 | 13F-HR | Kagan Cocozza Asset Management |
| Q4 2025 | 1/23/2026 | 64 | 140,598 | 13F-HR | Kagan Cocozza Asset Management |
| Q3 2025 | 10/21/2025 | 61 | 132,084 | 13F-HR | Kagan Cocozza Asset Management |
| Q2 2025 | 7/15/2025 | 61 | 130,432 | 13F-HR | Kagan Cocozza Asset Management |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.9 K | 11.8% | 1.359 K | 0 | 1.359 K |
| ETFs | 140.7 K | 88.2% | 16.1 K | 0 | 16.1 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
159,575
Holdings
67
QoQ value change ($000)
17,459
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.