Corda Investment Management, Llc. Reduced Holdings in Q3 2025

Corda Investment Management, Llc.

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-55.6K
- 28.41%
$112.25 - $124.0 $6.24M - $6.89M
140K $16M
DE
Deere & CO

Industrials
-1.21K
- 1.25%
$457.26 - $524.37 $554K - $635K
95.9K $43.9M
KO
Coca Cola CO

Consumer Defensive
-3.91K
- 0.9%
$65.67 - $71.67 $257K - $280K
430K $28.5M
CME
Cme Group Inc.

Financial Services
-3.46K
- 1.56%
$258.83 - $287.1 $897K - $995K
218K $59M
PG
Procter & Gamble CO

Consumer Defensive
-3.49K
- 1.54%
$150.47 - $161.22 $525K - $562K
223K $34.3M
UL
Unilever PLC

Consumer Defensive
-1.85K
- 0.23%
$58.43 - $65.01 $108K - $120K
801K $47.5M
XOM
Exxon Mobil Corp

Energy
-9.19K
- 17.11%
$105.83 - $117.22 $973K - $1.08M
44.6K $5.02M
KHC
Kraft Heinz CO

Consumer Defensive
-32.3K
- 4.16%
$25.63 - $28.94 $827K - $934K
744K $19.4M
TDG
Trans Digm Group Inc

Industrials
-2
- 0.19%
$1271.04 - $1620.83 $2.54K - $3.24K
1.04K $1.37M
CSCO
Cisco Systems, Inc.

Technology
-1.54K
- 2.8%
$66.2 - $71.79 $102K - $110K
53.3K $3.65M
META
Meta Platforms, Inc.

Communication Services
-103
- 2.92%
$695.21 - $791.73 $71.6K - $81.5K
3.43K $2.52M
VZ
Verizon Communications Inc

Communication Services
-14.5K
- 1.79%
$40.84 - $45.06 $590K - $651K
793K $34.8M
VIG
Vanguard Dividend Appreciation

ETFs
-259
- 1.27%
N/A
20.1K $3.66M
Galaxy Digital Inc.
-60
- 0.11%
N/A
52.9K $0
VTV
Vanguard Value ETF

ETFs
-330
- 4.9%
$175.51 - $186.57 $57.9K - $61.6K
6.41K $1.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.58K
- 4.59%
$132.9 - $142.03 $210K - $225K
32.9K $4.63M
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.41%
$303.93 - $329.86 $4.56K - $4.95K
3.65K $1.2M
JPM
Jpmorgan Chase & CO

Financial Services
-206
- 3.41%
$282.78 - $316.06 $58.3K - $65.1K
5.84K $1.84M
ABBV
Abb Vie Inc.

Healthcare
-117
- 1.98%
$184.85 - $231.54 $21.6K - $27.1K
5.78K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.03K
- 1.16%
$291.67 - $316.99 $300K - $326K
87.2K $26.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-36
- 0.61%
$293.94 - $444.72 $10.6K - $16K
5.91K $2.63M
GOOG
Alphabet Inc.

Communication Services
-463
- 3.36%
$175.16 - $255.24 $81.1K - $118K
13.3K $3.24M
BK
Bank Of New York Mellon Corp

Financial Services
-97.4K
- 14.74%
$90.65 - $109.75 $8.83M - $10.7M
563K $61.3M
SCHW
Schwab Charles Corp

Financial Services
-12.7K
- 2.13%
$91.03 - $98.69 $1.16M - $1.26M
584K $55.7M
USB
Us Bancorp \De\

Financial Services
-6.72K
- 0.71%
$43.94 - $50.41 $295K - $339K
943K $45.6M
LEVI
Levi Strauss & CO

Consumer Cyclical
-21.5K
- 3.13%
$18.87 - $23.3 $407K - $502K
667K $15.5M
SPG
Simon Property Group Inc

Real Estate
-2.72K
- 1.29%
$159.93 - $187.67 $435K - $511K
209K $39.2M
WELL
Welltower Inc.

Real Estate
-4.92K
- 1.69%
$150.71 - $178.14 $741K - $876K
287K $51.1M
GLW
Corning Inc

Technology
-115K
- 20.32%
$51.6 - $82.03 $5.91M - $9.4M
450K $36.9M
GOOGL
Alphabet Inc.

Communication Services
-2.53K
- 1.14%
$174.36 - $254.72 $440K - $643K
219K $53.3M
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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