Now live: Pro — the full 13F research suite for serious investorsSee pricing →
CORDA Investment Management, LLC.

Q3 2025 · 13F-HR

CORDA Investment Management, LLC.holdings as filed

Filed 2025-10-24 · accession 0001545812-25-000007

$1.42B
Reported value
80
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$73.3M5.15%287,779CommonNONE
064058100BKBANK NEW YORK MELLON CORP$61.3M4.32%563,020CommonNONE
12572Q105CMECME GROUP INC$59.0M4.15%218,470CommonNONE
808513105SCHWSCHWAB CHARLES CORP$55.7M3.92%583,938CommonNONE
02079K305GOOGLALPHABET INC$53.3M3.75%219,167CommonNONE
95040Q104WELLWELLTOWER INC$51.1M3.59%286,763CommonNONE
904767704UNILEVER PLC$47.5M3.34%801,259CommonNONE
023135106AMZNAMAZON COM INC$46.5M3.27%211,793CommonNONE
902973304USBUS BANCORP DEL$45.6M3.21%943,109CommonNONE
244199105DEDEERE & CO$43.9M3.08%95,898CommonNONE
713448108PEPPEPSICO INC$42.2M2.97%300,366CommonNONE
478160104JNJJOHNSON & JOHNSON$39.9M2.80%214,988CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$39.2M2.76%208,794CommonNONE
58933Y105MRKMERCK & CO INC$37.0M2.60%440,283CommonNONE
219350105GLWCORNING INC$36.9M2.59%449,512CommonNONE
609207105MDLZMONDELEZ INTL INC$36.1M2.54%578,155CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$34.8M2.45%792,786CommonNONE
742718109PGPROCTER AND GAMBLE CO$34.3M2.41%223,247CommonNONE
431284108HIWHIGHWOODS PPTYS INC$32.7M2.30%1,027,331CommonNONE
126117100CNACNA FINL CORP$32.6M2.29%701,884CommonNONE
67077M108NTRNUTRIEN LTD$31.8M2.24%541,437CommonNONE
717081103PFEPFIZER INC$29.7M2.09%1,165,254CommonNONE
222795502CUZCOUSINS PPTYS INC$28.9M2.03%998,533CommonNONE
191216100KOCOCA COLA CO$28.5M2.01%430,106CommonNONE
580135101MCDMCDONALDS CORP$26.5M1.86%87,214CommonNONE
G5960L103MDTMEDTRONIC PLC$24.9M1.75%261,253CommonNONE
038222105AMATAPPLIED MATLS INC$23.2M1.63%113,220CommonNONE
133131102CPTCAMDEN PPTY TR$22.9M1.61%214,028CommonNONE
427866108HSYHERSHEY CO$21.3M1.50%113,746CommonNONE
438516106HONHONEYWELL INTL INC$20.8M1.47%99,011CommonNONE
N07059210ASMLASML HOLDING N V$20.6M1.45%21,324CommonNONE
500754106KHCKRAFT HEINZ CO$19.4M1.36%743,515CommonNONE
21036P108STZCONSTELLATION BRANDS INC$17.9M1.26%133,192CommonNONE
922908363VOOVANGUARD INDEX FDS$16.5M1.16%26,878CommonNONE
254687106DISDISNEY WALT CO$16.0M1.13%139,988CommonNONE
52736R102LEVILEVI STRAUSS & CO NEW$15.5M1.09%666,855CommonNONE
67066G104NVDANVIDIA CORPORATION$14.6M1.03%78,499CommonNONE
25243Q205DEODIAGEO PLC$14.3M1.01%150,153CommonNONE
594918104MSFTMICROSOFT CORP$13.3M0.94%25,723CommonNONE
654106103NKENIKE INC$12.0M0.85%172,627CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$11.3M0.80%22,514CommonNONE
30231G102XOMEXXON MOBIL CORP$5.0M0.35%44,550CommonNONE
11135F101AVGOBROADCOM INC$5.0M0.35%15,142CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$4.6M0.33%32,860CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$4.3M0.30%20,067CommonNONE
747525103QCOMQUALCOMM INC$4.1M0.29%24,464CommonNONE
17275R102CSCOCISCO SYS INC$3.6M0.26%53,330CommonNONE
02079K107GOOGALPHABET INC$3.2M0.23%13,306CommonNONE
166764100CVXCHEVRON CORP NEW$3.0M0.21%19,487CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.0M0.21%4CommonNONE
78464A508SPYVSPDR SERIES TRUST$2.9M0.21%53,243CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.8M0.20%17,311CommonNONE
88160R101TSLATESLA INC$2.6M0.18%5,913CommonNONE
30303M102METAMETA PLATFORMS INC$2.5M0.18%3,428CommonNONE
824348106SHWSHERWIN WILLIAMS CO$2.2M0.16%6,465CommonNONE
68389X105ORCLORACLE CORP$2.2M0.16%7,941CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.2M0.15%3,261CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$2.2M0.15%30,229CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.1M0.15%77,668CommonNONE
002824100ABTABBOTT LABS$2.0M0.14%15,202CommonNONE
92826C839VVISA INC$1.9M0.14%5,689CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.13%5,837CommonNONE
36317J209GLXYGALAXY DIGITAL INC.$1.8M0.13%52,850CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$1.7M0.12%26,642CommonNONE
437076102HDHOME DEPOT INC$1.7M0.12%4,268CommonNONE
149123101CATCATERPILLAR INC$1.7M0.12%3,617CommonNONE
75513E101RTXRTX CORPORATION$1.7M0.12%10,288CommonNONE
576485205MTDRMATADOR RES CO$1.5M0.10%32,771CommonNONE
931142103WMTWALMART INC$1.4M0.10%14,005CommonNONE
29364G103ETRENTERGY CORP NEW$1.4M0.10%14,933CommonNONE
893641100TDGTRANSDIGM GROUP INC$1.4M0.10%1,040CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.09%5,780CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.3M0.09%40,335CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.09%4,326CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$1.2M0.09%28,244CommonNONE
922908769VTIVANGUARD INDEX FDS$1.2M0.08%3,650CommonNONE
922908744VTVVANGUARD INDEX FDS$1.2M0.08%6,411CommonNONE
532457108LLYELI LILLY & CO$1.2M0.08%1,558CommonNONE
291011104EMREMERSON ELEC CO$1.2M0.08%8,972CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.0M0.07%5,356CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.