$106 Million is the total value of Karn, Couzens & Associates, Inc.'s 62 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q1 2022 | 26.0% |
| VANGUARD SPECIALIZED FUNDS | 6 | Q1 2022 | 7.1% |
| ISHARES TR | 6 | Q1 2022 | 7.7% |
| ISHARES TR | 6 | Q1 2022 | 6.8% |
| VANGUARD INDEX FDS | 6 | Q1 2022 | 7.7% |
| APPLE INC | 6 | Q1 2022 | 5.8% |
| ISHARES TR | 6 | Q1 2022 | 4.7% |
| ISHARES U S ETF TR | 6 | Q1 2022 | 3.8% |
| TESLA INC | 6 | Q1 2022 | 3.7% |
| ISHARES TR | 6 | Q1 2022 | 2.5% |
View Karn, Couzens & Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-20 |
| 13F-HR | 2021-07-21 |
| 13F-HR | 2021-04-22 |
| 13F-HR | 2021-02-04 |
View Karn, Couzens & Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.