13F Insight
DOSSIER · 13F-HR · Q1 2026

CORDA Investment Management, LLC.

$1.4B in tracked AUM across 80 positions as of Q1 2026.

CI
CIK 0001545812 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
80
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.4B▲ 5.2%
80 positionsView →2025Q4Dec 31
$1.4B▼ 3.3%
82 positionsView →2025Q3Sep 30
$1.4B▲ 4.6%
80 positionsView →2025Q2Jun 30
$1.4B▲ 8.1%
78 positionsLocked2025Q1Mar 31
$1.3B▲ 0.4%
70 positionsLocked2024Q4Dec 31
$1.3B▼ 2.3%
72 positionsLocked2024Q3Sep 30
$1.3B▲ 4.2%
70 positionsLocked2024Q2Jun 30
$1.2B▼ 2.2%
69 positionsLocked2024Q1Mar 31
$1.3B▲ 5.5%
67 positionsLocked2023Q4Dec 31
$1.2B▲ 8.0%
62 positionsLocked2023Q3Sep 30
$1.1B▼ 13.7%
58 positionsLocked2023Q2Jun 30
$1.3B▲ 2.1%
64 positionsLocked
Showing 12 of 60