StockDriftsStockDriftsTop 50 CORDA Investment Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CME | CME GROUP INC | 4.32% | 211.5K | $62.5M | -2.48%(-5.37K) | $130.64(+127.44%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON CORP | 4.3% | 524.7K | $62.3M | -4.83%(-26.62K) | $39.96(+237.82%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.11% | 206.9K | $59.5M | -3.52%(-7.55K) | $80.22(+401.92%) | 2026-03-31 | |
| WELL | WELLTOWER INC | 3.63% | 265.7K | $52.5M | -4.97%(-13.91K) | $72.40(+204.08%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 3.59% | 553.2K | $52.0M | -2.89%(-16.45K) | $64.39(+41.60%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 3.56% | 427.5K | $51.4M | -2.18%(-9.55K) | $56.09(+102.28%) | 2026-03-31 | |
| DE | DEERE & CO | 3.51% | 90.0K | $50.7M | -4.22%(-3.97K) | $91.15(+537.00%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.5% | 207.3K | $50.7M | -2.55%(-5.43K) | $98.11(+134.86%) | 2026-03-31 | |
| USB | US BANCORP | 3.31% | 920.7K | $47.9M | -1.55%(-14.46K) | $44.97(+17.27%) | 2026-03-31 | |
| PEP | PEPSICO INC | 3.25% | 302.3K | $46.9M | +0.43%(+1.30K) | $106.81(+39.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.25% | +41.43% |
| Top 20 Holdings Unweighted | +12.02% | +40.56% |
Sign up free to track CORDA Investment Management, LLC., compare funds side by side, and get alerts the moment positions change.