StockDriftsStockDriftsTop 50 CORDA Investment Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 4.91% | 313.3K | $80.0M | -2.09%(-6.69K) | $34.75(+358.61%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.75% | 107.0K | $77.4M | -1.29%(-1.40K) | $167.42(+218.67%) | 2026-06-30 | |
| BK | BANK OF NY MELLON CORP | 4.55% | 513.0K | $74.2M | -2.24%(-11.73K) | $41.44(+246.98%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.53% | 206.7K | $73.9M | -0.07%(-139) | $80.22(+338.15%) | 2026-06-30 | |
| WELL | WELLTOWER INC | 3.62% | 260.2K | $59.1M | -2.08%(-5.54K) | $72.40(+215.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.45% | 235.8K | $56.2M | +7.64%(+16.73K) | $124.19(+121.40%) | 2026-06-30 | |
| DE | DEERE & CO | 3.44% | 88.5K | $56.1M | -1.71%(-1.53K) | $91.15(+577.73%) | 2026-06-30 | |
| USB | US BANCORP | 3.38% | 912.4K | $55.1M | -0.91%(-8.35K) | $44.97(+43.09%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 3.31% | 420.2K | $54.0M | -1.72%(-7.37K) | $56.09(+135.36%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.31% | 186.5K | $54.0M | +1.43%(+2.62K) | $106.08(+189.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.63% | +62.76% | +9.19% | +55.19% |
| Top 20 Holdings Unweighted | +17.98% | +64.23% | +9.39% | +56.63% |
CORDA Investment Management, LLC. reports $1.63B in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are GLW (4.9%), AMAT (4.8%) and BK (4.5%). The top 20 holdings account for 66.1% of reported assets. Its disclosed equity book has returned +62.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from CORDA Investment Management, LLC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1545812). View CORDA Investment Management, LLC.’s 13F filings on SEC