Corda Investment Management, Llc. Portfolio Holdings

Corda Investment Management, Llc.

  • $1.25 Billion
  • Q3 2024

Corda Investment Management, Llc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.25 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unilever PLC with a value of $53.8M, Bank Of New York Mellon Corp with a value of $52.4M, Cme Group Inc. with a value of $51.9M, Apple Inc. with a value of $50.1M, and Welltower Inc. with a value of $47.2M.

Examining the 13F form we can see an increase of $45.3M in the current position value, from $1.21B to 1.25B.

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 $1.25 Billion
Consumer Defensive: $284 Million
Financial Services: $237 Million
Real Estate: $168 Million
Healthcare: $122 Million
Consumer Cyclical: $116 Million
Communication Services: $97.2 Million
Technology: $95.4 Million
Industrials: $67.2 Million
Other: $67.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $1.25 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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