Corda Investment Management, Llc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of New York Mellon Corp with a value of $54.3M, Cme Group Inc. with a value of $53.5M, Apple Inc. with a value of $48.5M, Unilever PLC with a value of $46.8M, and Schwab Charles Corp with a value of $45.6M.
Examining the 13F form we can see an decrease of $27.7M in the current position value, from $1.25B to 1.23B.
Corda Investment Management, Llc. is based out at Houston, TX
Below you can find more details about Corda Investment Management, Llc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.23 Billion
Consumer Defensive: $269 Million
Financial Services: $247 Million
Real Estate: $162 Million
Healthcare: $112 Million
Communication Services: $101 Million
Technology: $96.8 Million
Consumer Cyclical: $96.3 Million
Industrials: $69.1 Million
Other: $71.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
