KA
BHP icon

Kozak & Associates’s BHP BHP Stock Holding History

Kozak & Associates’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.34K Hold
65
– – ﹤0.01% 305
2026
Q1 		$5.08K Hold
65
– – ﹤0.01% 310
2025
Q4 		$4.01K Hold
65
– – ﹤0.01% 322
2025
Q3 		$3.55K Buy
+65
New +$3.46K ﹤0.01% 346
2023
Q4 		– Sell
-84
Closed -$4.78K – 374
2023
Q3 		$4.78K Buy
+84
New +$4.91K ﹤0.01% 287

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Kozak & Associates's BHP Position: Q2 2026 in Review

Kozak & Associates held its BHP (BHP) position steady in Q2 2026 at 65 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Kozak & Associates first reported a position in BHP in Q3 2023 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Kozak & Associates held 65 shares of BHP worth $5.34K as of Q2 2026.
  • Kozak & Associates left its BHP share count unchanged in Q2 2026.
  • BHP made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #305 holding.
  • Kozak & Associates first reported a position in BHP in Q3 2023 and has held it in 5 quarters since.
  • 178 funds tracked by Wall St. Rank held BHP as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.