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CORDA Investment Management, LLC.

CORDA Investment Management, LLC. is an Investment Adviser institutional filer with the SEC under CIK 1545812, reporting 78 portfolio positions, with 22 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TX
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-22

Top 10 portfolio positions

The largest reported holdings in CORDA Investment Management, LLC.'s most recent 13F filing, ranked by reported market value.

  1. BANK OF NY MELLON CORP (BNY)
  2. ALPHABET INC (GOOGL)
  3. APPLE INC (AAPL)
  4. MERCK & CO INC (MRK)
  5. WELLTOWER INC (WELL)
  6. AMAZON COM INC (AMZN)
  7. DEERE & CO (DE)
  8. CME GROUP INC (CME)
  9. JOHNSON & JOHNSON (JNJ)
  10. CHARLES SCHWAB CORP (THE) (SCHW)
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