Corda Investment Management, Llc. Reduced Holdings in Q2 2025

Corda Investment Management, Llc.

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-4.97K
- 2.15%
$157.66 - $172.39 $784K - $857K
227K $36.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.43K
- 1.59%
$285.55 - $321.23 $408K - $459K
88.2K $25.8M
SPG
Simon Property Group Inc

Real Estate
-1.12K
- 0.53%
$140.37 - $171.44 $157K - $191K
212K $34M
WELL
Welltower Inc.

Real Estate
-8.26K
- 2.75%
$136.49 - $155.22 $1.13M - $1.28M
292K $44.8M
KO
Coca Cola CO

Consumer Defensive
-8.96K
- 2.02%
$68.37 - $73.9 $612K - $662K
434K $30.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.56K
- 0.62%
$63.54 - $68.5 $226K - $244K
570K $38.4M
ABBV
Abb Vie Inc.

Healthcare
-735
- 11.08%
$170.16 - $206.27 $125K - $152K
5.9K $1.09M
LLY
Eli Lilly & CO

Healthcare
-54
- 3.37%
$713.71 - $898.95 $38.5K - $48.5K
1.55K $1.21M
VTV
Vanguard Value ETF

ETFs
-564
- 7.72%
$153.67 - $176.74 $86.7K - $99.7K
6.74K $1.19M
VIG
Vanguard Dividend Appreciation

ETFs
-359
- 1.74%
N/A
20.3K $3.7M
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.24%
$335.24 - $380.78 $3.35K - $3.81K
4.11K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
-350
- 8.72%
$243.75 - $303.93 $85.3K - $106K
3.67K $1.11M
WMT
Walmart Inc.

Consumer Defensive
-1.23K
- 8.2%
$81.79 - $99.98 $101K - $123K
13.8K $1.35M
ABT
Abbott Laboratories

Healthcare
-88
- 0.58%
$123.95 - $138.08 $10.9K - $12.2K
15K $2.04M
JPM
Jpmorgan Chase & CO

Financial Services
-806
- 11.77%
$210.28 - $289.91 $169K - $234K
6.04K $1.75M
RTX
Raytheon Technologies Corp

Industrials
-219
- 2.12%
$113.75 - $148.48 $24.9K - $32.5K
10.1K $1.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
-37
- 1.45%
$496.48 - $617.85 $18.4K - $22.9K
2.52K $1.56M
TSLA
Tesla, Inc.

Consumer Cyclical
-746
- 11.14%
$221.86 - $362.89 $166K - $271K
5.95K $1.89M
CSCO
Cisco Systems, Inc.

Technology
-1.32K
- 2.34%
$53.19 - $69.38 $70K - $91.3K
54.9K $3.81M
UL
Unilever PLC

Consumer Defensive
-13.7K
- 1.67%
$57.9 - $65.43 $792K - $895K
803K $49.1M
ORCL
Oracle Corp

Technology
-595
- 7.23%
$122.82 - $218.63 $73.1K - $130K
7.64K $1.67M
CME
Cme Group Inc.

Financial Services
-4.64K
- 2.05%
$252.37 - $290.71 $1.17M - $1.35M
222K $61.2M
LEVI
Levi Strauss & CO

Consumer Cyclical
-16.6K
- 2.36%
$12.42 - $18.62 $207K - $310K
688K $12.7M
DE
Deere & CO

Industrials
-1.97K
- 1.98%
$412.99 - $531.48 $812K - $1.04M
97.1K $49.4M
BK
Bank Of New York Mellon Corp

Financial Services
-21.5K
- 3.16%
$73.31 - $91.62 $1.58M - $1.97M
660K $60.2M
DIS
Walt Disney CO

Communication Services
-14.6K
- 6.93%
$81.72 - $124.01 $1.19M - $1.81M
196K $24.2M
GLW
Corning Inc

Technology
-217
- 0.04%
$39.07 - $52.59 $8.48K - $11.4K
564K $29.7M
SCHW
Schwab Charles Corp

Financial Services
-11.9K
- 1.96%
$69.06 - $91.24 $825K - $1.09M
597K $54.4M
Activity Summary
Buys All Purchases 45 New Holdings 8 Increased Positions 37 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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