§ 13F · FUND PROFILE
CORDA Investment Management, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 80Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CME | CME GROUP INC | 211K | $62M | 4.3% | −2% |
| 2 | BK | BANK NEW YORK MELLON CORP | 525K | $62M | 4.3% | −5% |
| 3 | GOOGL | ALPHABET INC | 207K | $59M | 4.1% | −4% |
| 4 | WELL | WELLTOWER INC | 266K | $53M | 3.6% | −5% |
| 5 | SCHW | SCHWAB CHARLES CORP | 553K | $52M | 3.6% | −3% |
| 6 | MRK | MERCK & CO INC | 428K | $51M | 3.6% | −2% |
| 7 | DE | DEERE & CO | 90K | $51M | 3.5% | −4% |
| 8 | JNJ | JOHNSON & JOHNSON | 207K | $51M | 3.5% | −3% |
| 9 | USB | US BANCORP | 921K | $48M | 3.3% | −2% |
| 10 | PEP | PEPSICO INC | 302K | $47M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORDA SIGNAL
AC read
CORDA Investment Management, LLC. is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed