§ 13F · FUND PROFILE
CORDA Investment Management, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1359.4T (13F)Positions · 78Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 214K | $67.1T | 4.9% | −2% |
| 2 | BK | BANK NEW YORK MELLON CORP | 551K | $64.0T | 4.7% | −2% |
| 3 | CME | CME GROUP INC | 217K | $59.2T | 4.3% | −1% |
| 4 | SCHW | SCHWAB CHARLES CORP | 570K | $56.9T | 4.1% | −2% |
| 5 | WELL | WELLTOWER INC | 280K | $51.9T | 3.8% | −2% |
| 6 | AAPL | APPLE INC | 185K | $50.3T | 3.7% | −36% |
| 7 | USB | US BANCORP DEL | 935K | $49.9T | 3.6% | −1% |
| 8 | AMZN | AMAZON COM INC | 213K | $49.2T | 3.6% | +1% |
| 9 | MRK | MERCK & CO INC | 437K | $46.0T | 3.3% | −1% |
| 10 | JNJ | JOHNSON & JOHNSON | 213K | $44.0T | 3.2% | −1% |
§ 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 $1359353.9 trillion in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed