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CORDA Investment Management, LLC.

Q2 2026 13F filing

Updated 35 days ago

85 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
85
New positions
9
Closed positions
4
Increased
43
Decreased
30
Turnover
15.3%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

G
1.GLW

CORNING INC

-2.1%
Value
$80M
Shares
313.3K
% Port
4.91%
A

APPLIED MATLS INC

-1.3%
Value
$77.4M
Shares
107.0K
% Port
4.75%
B

BANK OF NY MELLON CORP

-2.2%
Value
$74.2M
Shares
513.0K
% Port
4.55%
G

ALPHABET INC

-0.1%
Value
$73.9M
Shares
206.7K
% Port
4.53%
W

WELLTOWER INC

-2.1%
Value
$59.1M
Shares
260.2K
% Port
3.62%
A

AMAZON COM INC

+7.6%
Value
$56.2M
Shares
235.8K
% Port
3.45%
D
7.DE

DEERE & CO

-1.7%
Value
$56.1M
Shares
88.5K
% Port
3.44%
U

US BANCORP

-0.9%
Value
$55.1M
Shares
912.4K
% Port
3.38%
M
9.MRK

MERCK & CO INC

-1.7%
Value
$54M
Shares
420.2K
% Port
3.31%
A
10.AAPL

APPLE INC

+1.4%
Value
$54M
Shares
186.5K
% Port
3.31%
J
11.JNJ

JOHNSON & JOHNSON

-1.8%
Value
$51.7M
Shares
203.7K
% Port
3.17%
S

SCHWAB CHARLES CORP

-1.3%
Value
$50.4M
Shares
545.9K
% Port
3.09%
C
13.CPT

CAMDEN PPTY TR

+1.6%
Value
$49.7M
Shares
433.7K
% Port
3.05%
C
14.CME

CME GROUP INC

+1.8%
Value
$47.5M
Shares
215.2K
% Port
2.92%
S

SIMON PPTY GROUP INC NEW

-1.4%
Value
$44.3M
Shares
198.2K
% Port
2.72%
P
16.PEP

PEPSICO INC

+0.3%
Value
$41M
Shares
303.1K
% Port
2.52%
A

ASML HLDG NV

-1.1%
Value
$40.9M
Shares
20.6K
% Port
2.51%
H
18.HIW

HIGHWOODS PPTYS INC

+0.3%
Value
$38.7M
Shares
1.28M
% Port
2.38%
C
19.CNA

CNA FINL CORP

+3.2%
Value
$36.6M
Shares
753.7K
% Port
2.25%
P
20.PG

PROCTER & GAMBLE CO

+7.0%
Value
$36.4M
Shares
248.5K
% Port
2.24%
M
21.MDLZ

MONDELEZ INTL INC

+2.1%
Value
$35.8M
Shares
619.3K
% Port
2.20%
V
22.VZ

VERIZON COMMUNICATIONS INC

+1.6%
Value
$34.1M
Shares
804.6K
% Port
2.09%
K
23.KO

COCA COLA CO

-1.3%
Value
$33.3M
Shares
409.8K
% Port
2.04%
N
24.NTR

NUTRIEN LTD

-1.7%
Value
$33.2M
Shares
527.5K
% Port
2.04%
C
25.CUZ

COUSINS PPTYS INC

+1.2%
Value
$31.2M
Shares
1.04M
% Port
1.92%
P
26.PFE

PFIZER INC

+0.0%
Value
$28.6M
Shares
1.19M
% Port
1.76%
M
27.MCD

MCDONALDS CORP

+5.4%
Value
$24.1M
Shares
89.1K
% Port
1.48%
M
28.MDT

MEDTRONIC PLC

+9.0%
Value
$23.2M
Shares
297.0K
% Port
1.43%
H
29.HSY

HERSHEY CO

+3.0%
Value
$21M
Shares
119.4K
% Port
1.29%
N

NOVO-NORDISK A S

+0.5%
Value
$20.1M
Shares
418.8K
% Port
1.23%
S
31.STZ

CONSTELLATION BRANDS INC

+0.7%
Value
$19.6M
Shares
141.0K
% Port
1.20%
V
32.VGES

VANGUARD INDEX FDS

+0.9%
Value
$18.7M
Shares
27.2K
% Port
1.14%
P
33.PAYX

PAYCHEX INC

Value
$17.4M
Shares
177.5K
% Port
1.07%
B

BERKSHIRE HATHAWAY INC DEL

+14.0%
Value
$16.9M
Shares
33.8K
% Port
1.04%
N
35.NVDA

NVIDIA CORPORATION

+3.1%
Value
$16.1M
Shares
80.3K
% Port
0.99%
L
36.LEVI

LEVI STRAUSS & CO NEW

-2.7%
Value
$13.7M
Shares
551.7K
% Port
0.84%
D

DIAGEO PLC

-1.1%
Value
$13.4M
Shares
167.3K
% Port
0.82%
M
38.MSFT

MICROSOFT CORP

+10.2%
Value
$12.7M
Shares
34.0K
% Port
0.78%
H
39.HON

HONEYWELL INTL INC

Value
$11.6M
Shares
51.8K
% Port
0.71%
X
40.XOM

EXXON MOBIL CORP

+1.0%
Value
$11.2M
Shares
81.9K
% Port
0.69%
N
41.NKE

NIKE INC

+1.8%
Value
$8.2M
Shares
199.9K
% Port
0.50%
C
42.CSCO

CISCO SYS INC

+0.4%
Value
$6.1M
Shares
51.7K
% Port
0.37%
A
43.AMD

ADVANCED MICRO DEVICES INC

-39.1%
Value
$5.8M
Shares
10.1K
% Port
0.36%
B
44.BX

VANGUARD SPECIALIZED FUNDS

-0.5%
Value
$5.6M
Shares
23.8K
% Port
0.35%
Q
45.QCOM

QUALCOMM INC

-5.3%
Value
$5.6M
Shares
30.3K
% Port
0.34%
G

ALPHABET INC

+9.8%
Value
$5.5M
Shares
15.6K
% Port
0.34%
C
47.CVX

CHEVRON CORPORATION

+2.6%
Value
$5M
Shares
29.9K
% Port
0.30%
V
48.VGES

VANGUARD WHITEHALL FDS

-1.8%
Value
$4.9M
Shares
31.3K
% Port
0.30%
C
49.CAT

CATERPILLAR INC

+8.1%
Value
$4.3M
Shares
4.1K
% Port
0.27%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$3.7M
Shares
5
% Port
0.23%