Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CORDA Investment Management, LLC. (CIK 1545812) reported $1.45B across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CME ($62.5M, 4.32%), BK ($62.3M, 4.30%), GOOGL ($59.5M, 4.11%), WELL ($52.5M, 3.63%), SCHW ($52.0M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CME | CME GROUP INC | $62.5M | 4.32% | 211,456 | Trimmed |
| 2 | BK | BANK NEW YORK MELLON CORP | $62.3M | 4.30% | 524,747 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $59.5M | 4.11% | 206,862 | Trimmed |
| 4 | WELL | WELLTOWER INC | $52.5M | 3.63% | 265,721 | Trimmed |
| 5 | SCHW | SCHWAB CHARLES CORP | $52.0M | 3.59% | 553,189 | Trimmed |
| 6 | MRK | MERCK & CO INC | $51.4M | 3.56% | 427,526 | Trimmed |
| 7 | DE | DEERE & CO | $50.7M | 3.51% | 90,016 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $50.7M | 3.50% | 207,324 | Trimmed |
| 9 | USB | US BANCORP | $47.9M | 3.31% | 920,704 | Trimmed |
| 10 | PEP | PEPSICO INC | $46.9M | 3.25% | 302,262 | Added |
| 11 | AAPL | APPLE INC | $46.7M | 3.23% | 183,910 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $45.6M | 3.16% | 219,106 | Added |
| 13 | GLW | CORNING INC | $43.5M | 3.01% | 320,020 | Trimmed |
| 14 | CPT | CAMDEN PPTY TR | $41.7M | 2.88% | 426,913 | Added |
| 15 | NTR | NUTRIEN LTD | $40.5M | 2.80% | 536,435 | Trimmed |
| 16 | VZ | VERIZON COMMUNICATIONS INC | $39.7M | 2.75% | 791,752 | Added |
| 17 | SPG | SIMON PPTY GROUP INC NEW | $37.5M | 2.59% | 201,122 | Trimmed |
| 18 | AMAT | APPLIED MATLS INC | $37.1M | 2.56% | 108,421 | Trimmed |
| 19 | MDLZ | MONDELEZ INTL INC | $34.9M | 2.42% | 606,311 | Added |
| 20 | CNA | CNA FINL CORP | $33.5M | 2.32% | 730,219 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $33.6M | 2.32% | 232,339 | Added |
| 22 | PFE | PFIZER INC | $33.4M | 2.31% | 1.2M | Added |
| 23 | KO | COCA COLA CO | $31.6M | 2.18% | 415,342 | Trimmed |
| 24 | HIW | HIGHWOODS PPTYS INC | $27.4M | 1.90% | 1.3M | Added |
| 25 | ASML | ASML HLDG NV | $27.5M | 1.90% | 20,807 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31