CORDA Investment Management, LLC. Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$1.2T

Holdings

69

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (69 positions)

#StockSharesValue% PortfolioType
1
ULUNILEVER PLC
859,000$47.2B3.84%
2
CMECME GROUP INC
239,051$47.0B3.82%
3
AAPLAPPLE INC
222,522$46.9B3.81%
4
SCHWSCHWAB CHARLES CORP
635,057$46.8B3.81%
5
BKBANK NEW YORK MELLON CORP
761,953$45.6B3.71%
6
PEPPEPSICO INC
270,449$44.6B3.63%
7
WELLWELLTOWER INC
427,245$44.5B3.62%
8
PGPROCTER AND GAMBLE CO
244,916$40.4B3.28%
9
DEDEERE & CO
107,699$40.2B3.27%
10
GOOGLALPHABET INC
220,368$40.1B3.26%
11
AMZNAMAZON COM INC
202,453$39.1B3.18%
12
USBUS BANCORP DEL
970,711$38.5B3.13%
13
MRKMERCK & CO INC
308,539$38.2B3.11%
14
SPGSIMON PPTY GROUP INC NEW
228,954$34.8B2.83%
15
BACVERIZON COMMUNICATIONS INC
807,213$33.3B2.71%
16
MDLZMONDELEZ INTL INC
479,423$31.4B2.55%
17
CNACNA FINL CORP
655,407$30.2B2.46%
18
KOCOCA COLA CO
464,004$29.5B2.40%
19
JNJJOHNSON & JOHNSON
197,388$28.9B2.35%
20
DEODIAGEO PLC
227,011$28.6B2.33%
21
PFEPFIZER INC
970,791$27.2B2.21%
22
KHCKRAFT HEINZ CO
801,184$25.8B2.10%
23
NTRNUTRIEN LTD
462,204$23.5B1.91%
24
MCDMCDONALDS CORP
92,252$23.5B1.91%
25
GLWCORNING INC
602,777$23.4B1.90%
26
CUZCOUSINS PPTYS INC
999,402$23.1B1.88%
27
CPTCAMDEN PPTY TR
211,305$23.1B1.87%
28
HIWHIGHWOODS PPTYS INC
876,931$23.0B1.87%
29
DISDISNEY WALT CO
231,976$23.0B1.87%
30
KVUEKENVUE INC
1,219,360$22.2B1.80%
31
INTCINTEL CORP
633,389$19.6B1.60%
32
MDTMEDTRONIC PLC
234,964$18.5B1.50%
33
SBUXSTARBUCKS CORP
233,072$18.1B1.48%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
43,859$17.8B1.45%
35
FFORD MTR CO DEL
1,132,902$14.2B1.16%
36
LEVILEVI STRAUSS & CO NEW
703,904$13.6B1.10%
37
VOOVANGUARD INDEX FDS
25,826$12.9B1.05%
38
HSYHERSHEY CO
64,602$11.9B0.97%
39
MSFTMICROSOFT CORP
23,772$10.6B0.86%
40
BWABORGWARNER INC
293,730$9.5B0.77%
41
NKENIKE INC
106,041$8.0B0.65%
42
XOMEXXON MOBIL CORP
64,428$7.4B0.60%
43
SNYSANOFI
126,208$6.1B0.50%
44
NVDANVIDIA CORPORATION
32,113$4.0B0.32%
45
VYMVANGUARD WHITEHALL FDS
33,019$3.9B0.32%
46
VIGVANGUARD SPECIALIZED FUNDS
19,347$3.5B0.29%
47
SPYVSPDR SER TR
51,144$2.5B0.20%
48
BRK-BBERKSHIRE HATHAWAY INC DEL
4$2.4B0.20%
49
GOOGALPHABET INC
11,879$2.2B0.18%
50
JPMJPMORGAN CHASE & CO.
9,699$2.0B0.16%
51
MTDRMATADOR RES CO
32,770$2.0B0.16%
52
SHWSHERWIN WILLIAMS CO
6,465$1.9B0.16%
53
QCOMQUALCOMM INC
9,184$1.8B0.15%
54
VEUVANGUARD INTL EQUITY INDEX F
28,493$1.7B0.14%
55
SPYSPDR S&P 500 ETF TR
3,066$1.7B0.14%
56
ABTABBOTT LABS
14,734$1.5B0.12%
57
METAMETA PLATFORMS INC
3,029$1.5B0.12%
58
VVISA INC
5,800$1.5B0.12%
59
CVXCHEVRON CORP NEW
9,553$1.5B0.12%
60
ABBVABBVIE INC
8,622$1.5B0.12%
61
LLYELI LILLY & CO
1,477$1.3B0.11%
62
T7DTRANSDIGM GROUP INC
1,039$1.3B0.11%
63
CSCOCISCO SYS INC
27,616$1.3B0.11%
64
CATCATERPILLAR INC
3,381$1.1B0.09%
65
ORCLORACLE CORP
7,791$1.1B0.09%
66
HDHOME DEPOT INC
3,192$1.1B0.09%
67
DHID R HORTON INC
7,696$1.1B0.09%
68
RTXRTX CORPORATION
10,725$1.1B0.09%
69
AMATAPPLIED MATLS INC
4,369$1.0B0.08%