Fund HoldingsCORDA Investment Management, LLC.

Total Portfolio Value
$1.25B
Total Bought
$56.23M
Total Sold
$74.27M
Net Transaction
-$18.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AMBEV SA(ABEV)06,479,555+6,479,555011,9870.96%+11,987
AMAZON COM INC(AMZN)198,828198,984+15637,04843,6553.49%+6,607
SCHWAB CHARLES CORP(SCHW)630,430616,604-13,82640,85845,6353.64%+4,777
ALPHABET INC(GOOG)216,624214,968-1,65635,92740,6933.25%+4,766
SCHWAB STRATEGIC TR0120,080+120,08003,2810.26%+3,281
DISNEY WALT CO(DIS)223,330213,288-10,04221,48223,7501.90%+2,268
HONEYWELL INTL INC(HON)93,91994,415+49619,41421,3271.70%+1,913
BANK NEW YORK MELLON CORP729,331706,910-22,42152,41054,3124.34%+1,902
CME GROUP INC(CME)235,368230,245-5,12351,93453,4704.27%+1,536
US BANCORP DEL(USB)950,489939,792-10,69743,46644,9503.59%+1,484
ENTERGY CORP NEW(ETR)014,873+14,87301,1280.09%+1,128
EMERSON ELEC CO(EMR)08,706+8,70601,0790.09%+1,079
CORNING INC(GLW)588,945580,594-8,35126,59127,5902.20%+999
COUSINS PPTYS INC(CUZ)979,702972,785-6,91728,88229,8062.38%+924
CISCO SYS INC(CSCO)27,16038,611+11,4511,4452,2860.18%+840
TESLA INC(TSLA)5,0355,312+2771,3172,1450.17%+828
QUALCOMM INC(QCOM)10,46215,327+4,8651,7792,3550.19%+575
NVIDIA CORPORATION(NVDA)30,64831,710+1,0623,7224,2580.34%+536
VANGUARD INTL EQUITY INDEX F28,47337,821+9,3481,7942,1710.17%+378
CHEVRON CORP NEW(CVX)11,13613,806+2,6701,6402,0000.16%+360
META PLATFORMS INC(META)3,0413,546+5051,7412,0760.17%+335
ALPHABET INC(GOOG)11,87412,021+1471,9852,2890.18%+304
VANGUARD INDEX FDS25,60325,607+413,51013,7971.10%+287
JPMORGAN CHASE & CO.(JPM)7,2417,506+2651,5271,7990.14%+272
VISA INC(V)5,5685,696+1281,5311,8000.14%+269
MATADOR RES CO(MTDR)32,77132,77101,6201,8440.15%+224
VANGUARD INDEX FDS6,6078,044+1,4371,1531,3620.11%+208
CNA FINL CORP(CNA)649,935661,532+11,59731,80831,9982.56%+190
WALMART INC(WMT)14,38214,722+3401,1611,3300.11%+169
MICROSOFT CORP(MSFT)24,11324,967+85410,37610,5230.84%+148
ENTERPRISE PRODS PARTNERS L(EPD)35,44535,720+2751,0321,1200.09%+88
SPDR S&P 500 ETF TR(SPY)2,5832,562-211,4821,5010.12%+20
ABBOTT LABS14,95215,103+1511,7051,7080.14%+4
ISHARES TR1,9071,864-431,1001,0970.09%-3
ORACLE CORP(ORCL)7,8987,966+681,3461,3280.11%-18
HOME DEPOT INC(HD)4,0884,183+951,6571,6270.13%-30
BERKSHIRE HATHAWAY INC DEL4402,7652,7240.22%-41
VANGUARD WHITEHALL FDS32,01431,834-1804,1044,0620.32%-42
RTX CORPORATION(RTX)10,44010,509+691,2651,2160.10%-49
VANGUARD SPECIALIZED FUNDS19,54019,464-763,8703,8120.30%-59
HERSHEY CO(HSY)76,86186,669+9,80814,74014,6771.17%-63
SIMON PPTY GROUP INC NEW(SPG)221,353216,829-4,52437,41337,3402.98%-73
CATERPILLAR INC(CAT)3,3133,299-141,2961,1970.10%-99
SPDR SER TR
ST STR P500VAL
50,80650,257-5492,6862,5700.21%-115
ELI LILLY & CO(LLY)1,5151,569+541,3421,2110.10%-131
ABBVIE INC(ABBV)7,4547,517+631,4721,3360.11%-136
TRANSDIGM GROUP INC(TDG)1,0461,039-71,4931,3170.11%-176
SHERWIN WILLIAMS CO(SHW)6,4656,46502,4672,1980.18%-270
NIKE INC(NKE)120,822136,768+15,94610,68110,3490.83%-331
BERKSHIRE HATHAWAY INC DEL22,87622,490-38610,52910,1940.81%-335
EXXON MOBIL CORP64,82765,660+8337,5997,0630.56%-536
DEERE & CO(DE)104,860101,399-3,46143,76142,9633.43%-799
MONDELEZ INTL INC(MDLZ)469,171565,156+95,98534,56433,7572.70%-807
NUTRIEN LTD(NTR)494,745511,909+17,16423,77722,9081.83%-870
CAMDEN PPTY TR(CPT)207,025206,842-18325,57424,0021.92%-1,572
APPLE INC(AAPL)215,174193,677-21,49750,13648,5013.87%-1,635
MCDONALDS CORP(MCD)92,98591,439-1,54628,31526,5072.12%-1,808
KENVUE INC(KVUE)1,235,6301,253,096+17,46628,58026,7542.14%-1,827
MEDTRONIC PLC(MDT)241,885249,271+7,38621,77719,9121.59%-1,865
WELLTOWER INC(WELL)368,388357,916-10,47247,16545,1083.60%-2,056
PROCTER AND GAMBLE CO(PG)239,551234,951-4,60041,49039,3903.15%-2,101
PFIZER INC(PFE)1,010,8541,016,016+5,16229,25426,9552.15%-2,299
MERCK & CO INC(MRK)299,090317,144+18,05433,96531,5492.52%-2,415
HIGHWOODS PPTYS INC(HIW)855,329851,676-3,65328,66226,0442.08%-2,618
LEVI STRAUSS & CO NEW(LEVI)677,062693,429+16,36714,76011,9960.96%-2,764
JOHNSON & JOHNSON(JNJ)199,642204,217+4,57532,35429,5342.36%-2,820
DIAGEO PLC(DEO)232,077232,735+65832,57029,5882.36%-2,982
KRAFT HEINZ CO(KHC)775,513749,601-25,91227,22823,0201.84%-4,208
VERIZON COMMUNICATIONS INC(VZ)802,586794,372-8,21436,04431,7672.54%-4,277
PEPSICO INC(PEP)267,533269,595+2,06245,49440,9953.27%-4,499
COCA COLA CO(KO)453,598446,513-7,08532,59627,8002.22%-4,796
UNILEVER PLC(UL)828,874825,118-3,75653,84446,7843.74%-7,060
BORGWARNER INC281,5900-281,59010,2190-10,219
FORD MTR CO(F)1,093,3880-1,093,38811,5460-11,546
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