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§ 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
#TickerNameShares$ value% portΔ Q1
1CMECME GROUP INC211K$62M4.3%−2%
2BKBANK NEW YORK MELLON CORP525K$62M4.3%−5%
3GOOGLALPHABET INC207K$59M4.1%−4%
4WELLWELLTOWER INC266K$53M3.6%−5%
5SCHWSCHWAB CHARLES CORP553K$52M3.6%−3%
6MRKMERCK & CO INC428K$51M3.6%−2%
7DEDEERE & CO90K$51M3.5%−4%
8JNJJOHNSON & JOHNSON207K$51M3.5%−3%
9USBUS BANCORP921K$48M3.3%−2%
10PEPPEPSICO INC302K$47M3.2%±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.

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§ 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
CORDA Investment Management, LLC. 13F Holdings & Portfolio Analysis | Acid Capitalist