Corda Investment Management, Llc. Incresed Positions in Q3 2025

Corda Investment Management, Llc.

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
423
+ 0.15%
$202.38 - $256.87 $85.6K - $109K
288K $73.3M
JNJ
Johnson & Johnson

Healthcare
320
+ 0.15%
$155.17 - $185.42 $49.7K - $59.3K
215K $39.9M
ASML
Asml Holding Nv

Technology
2.38K
+ 12.55%
$689.63 - $968.09 $1.64M - $2.3M
21.3K $20.6M
AVGO
Broadcom Inc.

Technology
10.2K
+ 206.15%
$264.74 - $369.57 $2.7M - $3.77M
15.1K $5M
HSY
Hershey CO

Consumer Defensive
7.06K
+ 6.62%
$161.95 - $193.45 $1.14M - $1.37M
114K $21.3M
AMAT
Applied Materials Inc

Technology
4.39K
+ 4.04%
$156.25 - $204.95 $686K - $900K
113K $23.2M
PEP
Pepsico Inc

Consumer Defensive
3.35K
+ 1.13%
$133.81 - $152.16 $448K - $509K
300K $42.2M
MRK
Merck & Co., Inc.

Healthcare
8.25K
+ 1.91%
$77.6 - $87.37 $640K - $720K
440K $37M
NVDA
Nvidia Corp

Technology
702
+ 0.9%
$153.3 - $186.58 $108K - $131K
78.5K $14.6M
MDT
Medtronic PLC

Healthcare
195
+ 0.07%
$87.67 - $95.74 $17.1K - $18.7K
261K $24.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 0.05%
$567.77 - $614.76 $7.95K - $8.61K
26.9K $16.5M
MSFT
Microsoft Corp

Technology
766
+ 3.07%
$491.09 - $535.64 $376K - $410K
25.7K $13.3M
HIW
Highwoods Properties, Inc.

Real Estate
91
+ 0.01%
$28.32 - $32.39 $2.58K - $2.95K
1.03M $32.7M
CNA
Cna Financial Corp

Financial Services
17K
+ 2.49%
$43.33 - $49.55 $739K - $845K
702K $32.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
740
+ 29.35%
$617.65 - $666.84 $457K - $493K
3.26K $2.17M
ORCL
Oracle Corp

Technology
305
+ 3.99%
$218.96 - $328.33 $66.8K - $100K
7.94K $2.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
298
+ 1.34%
$459.11 - $506.91 $137K - $151K
22.5K $11.3M
NTR
Nutrien Ltd.

Basic Materials
4.55K
+ 0.85%
$55.69 - $62.11 $253K - $282K
541K $31.8M
QCOM
Qualcomm Inc

Technology
1.99K
+ 8.85%
$145.84 - $173.55 $290K - $345K
24.5K $4.07M
CVX
Chevron Corp

Energy
1.36K
+ 7.48%
$145.57 - $161.83 $198K - $220K
19.5K $3.03M
CAT
Caterpillar Inc

Industrials
102
+ 2.9%
$390.92 - $477.15 $39.9K - $48.7K
3.62K $1.73M
AMZN
Amazon Com Inc

Consumer Cyclical
994
+ 0.47%
$211.65 - $238.24 $210K - $237K
212K $46.5M
RTX
Raytheon Technologies Corp

Industrials
165
+ 1.63%
$144.19 - $167.33 $23.8K - $27.6K
10.3K $1.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.58K
+ 9.25%
$26.38 - $27.95 $174K - $184K
77.7K $2.12M
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 3.97%
$357.4 - $423.42 $58.3K - $69K
4.27K $1.73M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.08K
+ 2.07%
$52.12 - $55.33 $56.3K - $59.8K
53.2K $2.95M
VEU
Vanguard Ftse All World Ex Us

ETFs
76
+ 0.25%
$66.38 - $71.68 $5.04K - $5.45K
30.2K $2.16M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.22K
+ 4.51%
$39.8 - $42.86 $48.6K - $52.3K
28.2K $1.21M
WMT
Walmart Inc.

Consumer Defensive
216
+ 1.57%
$94.4 - $104.27 $20.4K - $22.5K
14K $1.44M
EPD
Enterprise Products Partners L.P.

Energy
2.28K
+ 5.98%
$30.74 - $32.14 $69.9K - $73.1K
40.3K $1.26M
IBM
International Business Machines Corp

Technology
334
+ 8.37%
$234.77 - $292.47 $78.4K - $97.7K
4.33K $1.22M
EMR
Emerson Electric CO

Industrials
176
+ 2.0%
$128.6 - $149.63 $22.6K - $26.3K
8.97K $1.18M
Ishares Bitcoin Trust ETF
3.79K
+ 16.58%
N/A
26.6K $0
ABT
Abbott Laboratories

Healthcare
212
+ 1.41%
$120.51 - $136.62 $25.5K - $29K
15.2K $2.04M
LLY
Eli Lilly & CO

Healthcare
8
+ 0.52%
$625.65 - $812.69 $5.01K - $6.5K
1.56K $1.19M
NKE
Nike, Inc.

Consumer Cyclical
2.09K
+ 1.23%
$69.24 - $79.24 $145K - $166K
173K $12M
CPT
Camden Property Trust

Real Estate
5.1K
+ 2.44%
$104.05 - $115.69 $530K - $590K
214K $22.9M
CUZ
Cousins Properties Inc

Real Estate
4.09K
+ 0.41%
$26.53 - $29.82 $109K - $122K
999K $28.9M
HON
Honeywell International Inc

Industrials
818
+ 0.83%
$207.7 - $240.4 $170K - $197K
99K $20.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.1K
+ 1.42%
$60.9 - $70.75 $493K - $573K
578K $36.1M
STZ
Constellation Brands, Inc.

Consumer Defensive
4.89K
+ 3.81%
$131.78 - $176.09 $645K - $861K
133K $17.9M
Activity Summary
Buys All Purchases 45 New Holdings 3 Increased Positions 42 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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