Corda Investment Management, Llc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 78 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cme Group Inc. with a value of $61.2M, Bank Of New York Mellon Corp with a value of $60.2M, Apple Inc. with a value of $59M, Schwab Charles Corp with a value of $54.4M, and Deere & CO with a value of $49.4M.
Examining the 13F form we can see an increase of $103M in the current position value, from $1.23B to 1.33B.
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
$1.33 Billion
Financial Services: $268 Million
Consumer Defensive: $254 Million
Real Estate: $164 Million
Technology: $160 Million
Healthcare: $122 Million
Communication Services: $103 Million
Consumer Cyclical: $100 Million
Industrials: $77.8 Million
Other: $81 Million
Stock Holdings Table Market Cap. of $200 Billions or more
