CORDA Investment Management, LLC. - Portfolio overview

CORDA Investment Management, LLC. has 83 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. CME - CME GROUP INC, 4.12%
2. BK - BANK NEW YORK MELLON CORP, 4.11%
3. GOOGL - ALPHABET INC, 3.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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