Corda Investment Management, Llc. Portfolio Holdings

Corda Investment Management, Llc.

  • $1.21 Billion
  • Q2 2024

Corda Investment Management, Llc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.21 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unilever PLC with a value of $47.2M, Cme Group Inc. with a value of $47M, Apple Inc. with a value of $46.9M, Schwab Charles Corp with a value of $46.8M, and Bank Of New York Mellon Corp with a value of $45.6M.

Examining the 13F form we can see an decrease of $24.1M in the current position value, from $1.23B to 1.21B.

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 $1.21 Billion
Consumer Defensive: $259 Million
Financial Services: $232 Million
Real Estate: $149 Million
Consumer Cyclical: $128 Million
Healthcare: $123 Million
Technology: $110 Million
Communication Services: $100 Million
Industrials: $43.8 Million
Other: $62.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $1.21 Billion
  • Prior Value $1.23 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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