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Filers›Family Office›CORDA Investment Management, LLC.
DOSSIER · 13F-HR · Q1 2026

CORDA Investment Management, LLC.

CORDA Investment's family office based in Omaha, NE — $1.4B in tracked AUM across 80 positions as of Q1 2026.

CI
CORDA Investment·Omaha, NE·Family Office
CIK 0001545812 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 5.3%
vs prior
Holdings
80
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CORDA Investment Management, LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CME
CME GROUP INC
$62M211K4.3%
02
BK
BANK NEW YORK MELLON CORP
$62M525K4.3%
03
GOOGL
ALPHABET INC
$59M207K4.1%
04
WELL
WELLTOWER INC
$53M266K3.6%
05
SCHW
SCHWAB CHARLES CORP
$52M553K3.6%
06
MRK
MERCK & CO INC
$51M428K3.6%
07
DE
DEERE & CO
$51M90K3.5%
08
JNJ
JOHNSON & JOHNSON
$51M207K3.5%
09
USB
US BANCORP
$48M921K3.3%
10
PEP
PEPSICO INC
$47M302K3.2%

Filing history

Filing history loading…
AI Agent · grounded in CORDA
haiku-4-5 · 80 positions indexed
Sector mix
  • Tech52%
  • Financials16%
  • Health Care11%
  • Communications5%
  • Energy25%
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