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13-F holdings, Q3 2026

CORDA Investment Management, LLC.

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$1.5B
Positions
78
Filed
Data as of

These holdings are as of , 41 days ago.

13-Fs for Q4 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. BK$72.5M
    501,001 shares4.8% of the book
  2. GOOGL$69.7M
    202,580 shares4.6% of the book
  3. AAPL$60.2M
    180,776 shares4% of the book
  4. MRK$60M
    412,866 shares3.9% of the book
  5. WELL$58.6M
    254,412 shares3.9% of the book
  6. AMZN$58.4M
    234,277 shares3.8% of the book
  7. DE$58M
    86,324 shares3.8% of the book
  8. CME$57.4M
    219,247 shares3.8% of the book
  9. JNJ$53.1M
    200,509 shares3.5% of the book
  10. SCHW$52.4M
    536,147 shares3.5% of the book

What changed this quarter

2 new positions and 9 sold out, against Q2 2026. A buy or sell is the change in shares at the Q3 2026 price, with Q2 2026 shares adjusted for stock splits.

Largest buys

  • BRK-B

    BERKSHIRE HATHAWAY INC DEL

    +$4.5M

    +26.6% shares

  • DUK

    DUKE ENERGY CORP NEW

    +$1.4M

    +51.8% shares

  • INTC

    INTEL CORP

    +$1.2M

    +65.8% shares

  • MCD

    MCDONALDS CORP

    +$1.2M

    +5.7% shares

  • CBOE

    CBOE GLOBAL MKTS INC

    +$1.1M

    New

Largest sells

  • STZ

    CONSTELLATION BRANDS INC

    −$19.6M

    Sold out, was 1.2% of the book

  • LEVI

    LEVI STRAUSS & CO NEW

    −$13.7M

    Sold out, was 0.84% of the book

  • DEO

    DIAGEO PLC

    −$13.4M

    Sold out, was 0.83% of the book

  • XOM

    EXXON MOBIL CORP

    −$11.2M

    Sold out, was 0.69% of the book

  • AMAT

    APPLIED MATLS INC

    −$7.9M

    -14.5% shares

What was sold out, by size

  • 5 real positions, 0.25% of the book or more
  • 4 small, between 0.015% and 0.25%

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.