Fund Holdings

CORDA Investment Management, LLC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
CAMDEN PPTY TR223,782426,913+203,13124,633,89941,692,334+17,058,435
NOVO-NORDISK A S0416,924+416,924015,321,957+15,321,957
APPLIED MATLS INC110,624108,421-2,20328,429,31437,057,286+8,627,972
VERIZON COMMUNICATIONS INC775,461791,752+16,29131,584,53939,745,928+8,161,389
DEERE & CO93,98490,016-3,96843,756,23750,706,189+6,949,952
NUTRIEN LTD545,614536,435-9,17933,675,26540,479,385+6,804,120
JOHNSON & JOHNSON212,750207,324-5,42644,028,70050,678,226+6,649,526
MERCK & CO INC437,074427,526-9,54846,006,40151,427,090+5,420,689
PFIZER INC1,128,8971,188,027+59,13028,109,54733,359,788+5,250,241
CORNING INC440,238320,020-120,21838,547,21143,513,163+4,965,952
ASML HLDG NV21,20720,807-40022,688,52127,482,510+4,793,989
CONSTELLATION BRANDS INC124,356140,050+15,69417,156,15421,007,500+3,851,346
EXXON MOBIL CORP82,47381,083-1,3909,924,77213,756,486+3,831,714
PEPSICO INC300,958302,262+1,30443,193,53746,938,214+3,744,677
MONDELEZ INTL INC586,022606,311+20,28931,545,54634,947,782+3,402,236
CME GROUP INC216,824211,456-5,36859,210,38962,453,650+3,243,261
BERKSHIRE HATHAWAY INC DEL22,51029,632+7,12211,314,56714,199,574+2,885,007
CHEVRON CORPORATION21,37829,171+7,7933,258,2146,035,385+2,777,171
HONEYWELL INTL INC102,377100,556-1,82119,972,80822,728,782+2,755,974
HERSHEY CO118,139116,004-2,13521,498,94724,116,025+2,617,078
COCA COLA CO422,291415,342-6,94929,522,36331,586,758+2,064,395
HIGHWOODS PPTYS INC1,002,8441,281,348+278,50425,893,43727,433,667+1,540,230
SPDR INDEX SHS FDS033,675+33,67501,537,264+1,537,264
PROCTER & GAMBLE CO224,492232,339+7,84732,172,01333,559,065+1,387,052
ISHARES SILVER TR016,259+16,25901,107,888+1,107,888
WELLTOWER INC279,630265,721-13,90951,902,09052,535,724+633,634
INVESCO EXCHANGE TRADED FD T8,56811,744+3,1761,641,2862,253,908+612,622
BERKSHIRE HATHAWAY INC DEL45+13,019,2003,590,700+571,500
CATERPILLAR INC3,7743,757-172,161,9212,661,613+499,692
VANGUARD SPECIALIZED FUNDS21,77923,920+2,1414,786,5405,144,188+357,648
ENTERGY CORP NEW14,97214,97201,383,8621,682,254+298,392
WALMART INC13,73814,494+7561,530,5531,801,284+270,731
ENTERPRISE PRODS PARTNERS L39,33538,335-1,0001,261,0701,450,584+189,514
SPDR SERIES TRUST56,95559,968+3,0133,235,6143,392,989+157,375
RTX CORPORATION11,32411,307-172,076,8072,181,074+104,267
VANGUARD INTL EQUITY INDEX F31,79332,249+4562,338,6972,421,914+83,217
SHERWIN WILLIAMS CO5,2655,26501,706,0181,687,696-18,322
VANGUARD WHITEHALL FDS33,02531,811-1,2144,739,7214,711,181-28,540
MCDONALDS CORP86,07484,553-1,52126,306,82226,278,167-28,655
ABBVIE INC5,2335,274+411,195,6881,147,042-48,646
VANGUARD INDEX FDS3,3003,294-61,106,3921,056,749-49,643
VANGUARD INDEX FDS6,0925,594-4981,163,4661,097,594-65,872
CISCO SYS INC52,81551,537-1,2784,068,3373,998,789-69,548
EMERSON ELEC CO8,9968,369-6271,193,9491,096,506-97,443
ROCKWELL AUTOMATION INC3,0402,988-521,182,7731,072,333-110,440
HOME DEPOT INC3,8323,672-1601,318,5341,207,629-110,905
ADVANCED MICRO DEVICES INC16,32816,523+1953,496,8043,361,274-135,530
DIAGEO PLC147,638169,084+21,44612,736,74312,588,315-148,428
ISHARES BITCOIN TRUST ETF27,91232,162+4,2501,385,8311,235,664-150,167
META PLATFORMS INC3,4453,693+2482,274,1402,112,968-161,172
TRANSDIGM GROUP INC1,0401,04001,383,0441,205,318-177,726
SCHWAB STRATEGIC TR120,547101,958-18,5893,306,6113,128,057-178,554
BROADCOM INC5,2625,298+361,821,0121,639,639-181,373
ELI LILLY & CO1,1991,19901,288,6491,102,925-185,724
MATADOR RES CO32,77118,771-14,0001,390,8051,185,957-204,848
ALPHABET INC13,69814,194+4964,298,2764,071,641-226,635
VISA INC4,6214,541-801,620,4731,372,333-248,140
INTERNATIONAL BUSINESS MACHS4,7364,412-3241,402,8401,069,419-333,421
ORACLE CORP7,0727,075+31,378,4251,040,819-337,606
ABBOTT LABORATORIES15,14715,173+261,897,7681,557,812-339,956
JPMORGAN CHASE & CO5,8445,159-6851,883,1231,517,580-365,543
TESLA INC6,3656,671+3062,862,4682,479,944-382,524
SIMON PPTY GROUP INC NEW205,454201,122-4,33238,031,56537,515,286-516,279
STATE STR SPDR S&P 500 ETF T3,4422,626-8162,347,0781,707,838-639,240
VANGUARD INDEX FDS26,89326,920+2716,865,64116,085,874-779,767
QUALCOMM INC28,68132,037+3,3564,905,8394,125,731-780,108
NIKE INC175,201196,382+21,18111,162,05410,372,913-789,141
CNA FINL CORP720,165730,219+10,05434,380,66533,531,653-849,012
NVIDIA CORPORATION78,09477,853-24114,564,50613,577,540-986,966
GALAXY DIGITAL INC.47,0550-47,0551,052,1500-1,052,150
SPDR INDEX SHS FDS30,4600-30,4601,352,7290-1,352,729
MEDTRONIC PLC263,577272,363+8,78625,319,23023,600,275-1,718,955
BANK NEW YORK MELLON CORP551,370524,747-26,62364,008,59762,250,687-1,757,910
MICROSOFT CORP27,29930,876+3,57713,202,40311,429,422-1,772,981
VANGUARD INDEX FDS20,1100-20,1101,779,5090-1,779,509
VANGUARD WORLD FD6,9600-6,9602,003,3930-2,003,393
US BANCORP935,163920,704-14,45949,900,29547,885,827-2,014,468
COUSINS PPTYS INC1,002,5761,029,285+26,70925,846,42123,230,954-2,615,467
LEVI STRAUSS & CO NEW673,592567,003-106,58913,970,29310,483,885-3,486,408
APPLE INC184,838183,910-92850,250,13846,674,587-3,575,551
AMAZON COM INC213,250219,106+5,85649,222,29045,633,139-3,589,151
SCHWAB CHARLES CORP569,635553,189-16,44656,912,28151,988,725-4,923,556
DISNEY WALT CO137,651111,389-26,26215,660,60510,735,657-4,924,948
VANGUARD WORLD FD24,5420-24,5425,184,2520-5,184,252
ALPHABET INC214,410206,862-7,54867,110,31359,485,157-7,625,156
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