CORDA Investment Management, LLC.
•CIK: 1545812•Filing: Q4 2025
**CORDA Investment Management, LLC.** manages $1.4B across a diversified portfolio of 82 positions. The firm maintains significant exposure to technology and financial sectors, highlighted by top holdings including GOOGL at $67.1M and BK at $64.0M. Notable allocations also include CME ($59.2M), SCHW ($56.9M), and WELL ($51.9M). This concentrated approach suggests a focus on established market leaders across growth and financial infrastructure.
Total AUM
$1.4B
QoQ Performance
-3.3%
Positions
76
Top 10 Concentration
39.2%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL4.9%
BK4.7%
CME4.3%
SCHW4.1%
WELL3.8%
AAPL3.7%
USB3.6%
AMZN3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.8%
Technology12.3%
Healthcare10.8%
Financial7.7%
Consumer Staples7.6%
Consumer6.7%
Industrial4.9%
Real Estate2.8%
Changes from Q3 2025
NEW4 new positions
↑36 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023