StockDriftsStockDriftsTop 50 Corsicana & Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWM | iShares Russell 2000 ETF | 6.49% | 44.6K | $13.4M | -6.14%(-2.91K) | $229.40(+31.38%) | 2026-06-30 | |
| MDY | State Street SPDR S&P Mid-Cap 400 ETF Trust | 6.14% | 18.0K | $12.7M | -6.01%(-1.15K) | $582.12(+21.97%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 5.48% | 56.5K | $11.3M | -12.96%(-8.41K) | $173.34(+27.19%) | 2026-06-30 | |
| AAPL | Apple Inc | 4.51% | 32.2K | $9.3M | +2.20%(+692) | $235.53(+30.21%) | 2026-06-30 | |
| SDY | SPDR S&P Dividend ETF | 4.24% | 57.5K | $8.7M | -2.57%(-1.51K) | $137.94(+14.60%) | 2026-06-30 | |
| XLK | State Street Technology Select Sector SPDR ETF | 4.01% | 43.4K | $8.3M | +89.75%(+20.55K) | $145.71(+28.17%) | 2026-06-30 | |
| SPY | State Street SPDR S&P 500 ETF Trust | 3.95% | 10.9K | $8.2M | -9.39%(-1.13K) | $642.79(+20.34%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 2.58% | 14.3K | $5.3M | +6.14%(+826) | $499.29(+0.70%) | 2026-06-30 | |
| ILCG | iShares Morningstar Growth ETF | 2.57% | 45.3K | $5.3M | +10.09%(+4.15K) | $100.97(+16.32%) | 2026-06-30 | |
| IVV | iShares Core S&P 500 ETF | 2.42% | 6.7K | $5.0M | +3.57%(+230) | $646.71(+20.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -8.20% |
| Top 20 Holdings Unweighted | — | — | — | — | -6.29% |
Corsicana & Co. reports $206.37M in US-listed equity holdings across 309 positions in its most recent 13F filing. Its largest disclosed positions are IWM (6.5%), MDY (6.1%) and NVDA (5.5%). The top 20 holdings account for 60.19% of reported assets. Its disclosed equity book has returned -8.20% cumulatively over 9 quarters. 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 Corsicana & Co.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1869923). View Corsicana & Co.’s 13F filings on SEC