StockDriftsStockDriftsTop 50 Kagan Cocozza Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 14.57% | 270.5K | $20.7M | -1.48%(-4.05K) | $68.66(+27.25%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 12.62% | 700.1K | $17.9M | -5.71%(-42.37K) | $25.59(-0.58%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 8.42% | 262.2K | $12.0M | +1.27%(+3.29K) | $36.10(+39.26%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 6.52% | 276.4K | $9.3M | -0.90%(-2.52K) | $33.30(+0.38%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.57% | 36.8K | $7.9M | -8.76%(-3.54K) | $197.95(+15.52%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.2% | 25.7K | $7.4M | +1.19%(+303) | $66.50(+15.85%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.46% | 63.8K | $6.3M | +38.10%(+17.61K) | $99.22(-0.55%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.7% | 97.2K | $5.3M | +14.06%(+11.99K) | $47.10(+27.26%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.34% | 53.4K | $4.7M | +12.25%(+5.83K) | $92.04(+4.19%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.65% | 30.3K | $3.8M | +2.29%(+678) | $115.08(+17.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.04% | +26.11% |
| Top 20 Holdings Unweighted | +7.90% | +25.61% |
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