Corda Investment Management, Llc. Portfolio Holdings

Corda Investment Management, Llc.

  • $1.42 Billion
  • Q3 2025

Corda Investment Management, Llc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $73.3M, Bank Of New York Mellon Corp with a value of $61.3M, Cme Group Inc. with a value of $59M, Schwab Charles Corp with a value of $55.7M, and Alphabet Inc. with a value of $53.3M.

Examining the 13F form we can see an increase of $87.3M in the current position value, from $1.33B to 1.42B.

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 $1.42 Billion
Financial Services: $272 Million
Consumer Defensive: $263 Million
Technology: $201 Million
Real Estate: $175 Million
Healthcare: $136 Million
Communication Services: $110 Million
Consumer Cyclical: $105 Million
Industrials: $70.7 Million
Other: $85 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $1.42 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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