Kozak & Associates, Inc.

Position in EL — Estee Lauder Companies Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in EL

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$28,816

+$28,816 QoQ

Shares Held

365

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#646

of 823 holders

Holding Since

Sep 2021

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Kozak & Associates, Inc. holds $357,748 across 5 Household & Personal Products names. EL ranks #2 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	2,133	$312,783
2	EL	Estee Lauder Companies Inc This page	365	$28,816
3	UL	Unilever PLC	261	$15,691
4	CL	Colgate Palmolive Co	5	$458
5	KMB	Kimberly Clark Corp	0	$0

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,816	365	—	Shares	Sole	2026-07-02
2021-09-30	$0	0	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.