DOSSIER · 13F-HR · Q3 2026
Kagan Cocozza Asset Management
$162M in tracked AUM across 66 positions as of Q3 2026.
KC
CIK 0002064489 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of Kagan Cocozza Asset Management 13F Filing
Portfolio Overview
Kagan Cocozza Asset Management has reported a significant expansion in assets under management (AUM), with the total portfolio value increasing by 76.0% from approximately $79.91 million in the previous quarter to $140.60 million as of the report date. This substantial growth is driven by a combination of market performance and a strategic overhaul of the portfolio. The firm now holds 64 positions, refl...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.