Kozak & Associates’s Landstar System LSTR Stock Holding History

Kozak & Associates’s Portfolio LSTR Stock Details LSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.81K	Hold	18	–	–	﹤0.01%	329
2026 Q1	$3.09K	Hold	18	–	–	﹤0.01%	348
2025 Q4	$2.85K	Hold	18	–	–	﹤0.01%	354
2025 Q3	$2.26K	Hold	18	–	–	﹤0.01%	375
2025 Q2	$2.6K	Hold	18	–	–	﹤0.01%	333
2025 Q1	$2.56K	Hold	18	–	–	﹤0.01%	345
2024 Q4	$3.13K	Hold	18	–	–	﹤0.01%	331
2024 Q3	$3.46K	Hold	18	–	–	﹤0.01%	300
2024 Q2	$3.32K	Hold	18	–	–	﹤0.01%	292
2024 Q1	$3.34K	Buy	+18	New	+$3.42K	﹤0.01%	300

Other funds holding LSTR

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return