Kagan Cocozza Asset Management has disclosed its latest holdings in a recent filing, marking its investment strategies and portfolio changes as of September 30, 2026. This update is crucial for understanding the firm's approach to asset management and its focus on significant sectors.
The firm, based in Mickleton, New Jersey, is categorized as an asset management company. According to its recent filings, Kagan Cocozza Asset Management has consistently reported its holdings through various forms, including the latest 13F-HR filed on October 19, 2026. The firm’s Central Index Key (CIK) is 0002064489, and its fiscal year ends on December 31.
The recent filing reveals that Kagan Cocozza Asset Management holds a total of 66 positions with a total value of approximately $161.67 million. This includes substantial investments in well-known companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The report indicates that the firm maintains sole investment discretion over these holdings, demonstrating a strategic focus on major players in the technology and consumer sectors.
"The filing includes a total of 66 positions valued at $161,668,187 as of September 30, 2026," the report states.
This update is significant for various stakeholders, including investors, analysts, and competitors in the asset management industry. By showcasing its portfolio, Kagan Cocozza Asset Management provides insights into its investment strategies, which may influence market trends and investor decisions.
Looking ahead, it is expected that Kagan Cocozza Asset Management will continue to file its quarterly reports, providing ongoing transparency regarding its investment activities. However, the filing does not specify any immediate next steps or changes in strategy.