StockDriftsStockDriftsTop 50 Corda Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BK | BANK OF NY MELLON CORP | 4.77% | 501.0K | $72.5M | -2.34%(-12.01K) | $41.44(+246.98%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.59% | 202.6K | $69.7M | -2.00%(-4.14K) | $80.22(+304.19%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.96% | 180.8K | $60.2M | -3.09%(-5.75K) | $106.08(+228.26%) | 2026-09-30 | |
| MRK | MERCK & CO INC | 3.95% | 412.9K | $60.0M | -1.73%(-7.29K) | $56.09(+162.52%) | 2026-09-30 | |
| WELL | WELLTOWER INC | 3.86% | 254.4K | $58.6M | -2.22%(-5.77K) | $72.40(+224.84%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.84% | 234.3K | $58.4M | -0.66%(-1.56K) | $124.19(+101.61%) | 2026-09-30 | |
| DE | DEERE & CO | 3.82% | 86.3K | $58.0M | -2.44%(-2.16K) | $91.15(+606.08%) | 2026-09-30 | |
| CME | CME GROUP INC | 3.78% | 219.2K | $57.4M | +1.87%(+4.02K) | $134.88(+126.85%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.49% | 200.5K | $53.1M | -1.57%(-3.19K) | $98.11(+172.77%) | 2026-09-30 | |
| SCHW | CHARLES SCHWAB CORP (THE) | 3.45% | 536.1K | $52.4M | -1.79%(-9.76K) | $64.39(+42.01%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.21% | +61.04% | +8.60% | +51.07% |
| Top 20 Holdings Unweighted | +18.11% | +64.76% | +9.06% | +54.30% |
Corda Investment Management LLC reports $1.52B in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are BK (4.8%), GOOGL (4.6%) and AAPL (4.0%). The top 20 holdings account for 66.86% of reported assets. Its disclosed equity book has returned +61.04% on a three-year cumulative basis. Figures reflect the Q3 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