CORDA Investment Management, LLC. 13F Holdings

CIK 0001545812 · Houston, TX

As of Sep 30, 2025, CORDA Investment Management, LLC. reported 80 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology287,779$73.3M5.15%
BANK OF NEW YORK MELLON CORPBKFinancial Services563,020$61.3M4.32%
CME GROUP INCCMEFinancial Services218,470$59.0M4.15%
SCHWAB CHARLES CORPSCHWEquity583,938$55.7M3.92%
ALPHABET INCGOOGLEquity219,167$53.3M3.75%
WELLTOWER INCWELLReal Estate286,763$51.1M3.59%
UNILEVER PLCULConsumer Defensive801,259$47.5M3.34%
AMAZON.COM INCAMZNEquity211,793$46.5M3.27%
US BANCORPUSBFinancial Services943,109$45.6M3.21%
DEERE & CODEIndustrials95,898$43.9M3.08%
PEPSICO INCPEPConsumer Defensive300,366$42.2M2.97%
JOHNSON & JOHNSONJNJHealthcare214,988$39.9M2.80%
SIMON PROPERTY GROUP INCSPGReal Estate208,794$39.2M2.76%
MERCK & CO INCMRKHealthcare440,283$37.0M2.60%
CORNING INCGLWTechnology449,512$36.9M2.59%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive578,155$36.1M2.54%
VERIZON COMMUNICATIONS INCBACCommunication Services792,786$34.8M2.45%
PROCTER & GAMBLE COPGConsumer Defensive223,247$34.3M2.41%
HIGHWOODS PROPERTIES INCHIWReal Estate1,027,331$32.7M2.30%
CNA FINANCIAL CORPCNAFinancial Services701,884$32.6M2.29%
NUTRIEN LTDNTRBasic Materials541,437$31.8M2.24%
PFIZER INCPFEHealthcare1,165,254$29.7M2.09%
COUSINS PROPERTIES INCCUZReal Estate998,533$28.9M2.03%
COCA COLA COKOConsumer Defensive430,106$28.5M2.01%
MCDONALDS CORPMCDConsumer Cyclical87,214$26.5M1.86%