CORDA Investment Management, LLC.
CIK: 1545812SEC EDGAR →
Portfolio Value
$509.4B
Holdings
80
As of
Q1 2026
New Positions
80
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | 553,189 | $52.0B | 10.21% |
| 2 | US BANCORP | 920,704 | $47.9B | 9.40% |
| 3 | CAMDEN PPTY TR | 426,913 | $41.7B | 8.18% |
| 4 | NUTRIEN LTD | 536,435 | $40.5B | 7.95% |
| 5 | VERIZON COMMUNICATIONS INC | 791,752 | $39.7B | 7.80% |
| 6 | MONDELEZ INTL INC | 606,311 | $34.9B | 6.86% |
| 7 | CNA FINL CORP | 730,219 | $33.5B | 6.58% |
| 8 | PFIZER INC | 1,188,027 | $33.4B | 6.55% |
| 9 | COCA COLA CO | 415,342 | $31.6B | 6.20% |
| 10 | HIGHWOODS PPTYS INC | 1,281,348 | $27.4B | 5.39% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $185.0B | 36.3% |
| Real Estate | 5 | $92.4B | 18.1% |
| Consumer Defensive | 8 | $79.3B | 15.6% |
| Healthcare | 8 | $72.4B | 14.2% |
| Basic Materials | 2 | $40.5B | 7.9% |
| Consumer Cyclical | 6 | $20.9B | 4.1% |
| Communication Services | 4 | $10.8B | 2.1% |
| Technology | 13 | $5.3B | 1.0% |
| Energy | 4 | $2.7B | 0.5% |
| Industrials | 6 | $80.4M | 0.0% |
| Unknown | 3 | $19.0M | 0.0% |
| Utilities | 1 | $1.7M | 0.0% |