13F
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CORDA Investment Management, LLC.

13F equity value
$1.4B
Positions
80
Top 10 concentration
37.1%
Quarters / total new picks
27 / 64
13F equity value over time
$0M$723M$1B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 27 quarters, returned +3.2% per quarter — versus +2.1% per quarter from simply owning every 13F stock. It beat that baseline in only 59.3% of quarters (excess t = 0.79, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+2.8%
t-stat
0.79
Quarterly win rate
59%
Annualized excess
+4.5%
$1 → follow vs universe
$2.09 vs $1.58
Cumulative return: $1 invested in new picks vs universe
1.00 20180630: universe 0.92120180930: universe 0.96320181231: universe 0.95320190331: universe 0.93720190630: universe 1.00720191231: universe 0.81220200331: universe 0.97920200630: universe 1.08220201231: universe 1.13120210331: universe 1.14120210630: universe 1.23220211231: universe 1.04920220331: universe 1.12620220630: universe 1.04320221231: universe 0.96920230331: universe 1.02120230630: universe 0.98420230930: universe 1.11720231231: universe 1.16720240331: universe 1.19420240630: universe 1.30220240930: universe 1.29120241231: universe 1.20520250331: universe 1.31320250630: universe 1.35520250930: universe 1.52320251231: universe 1.576 20180630: follow 0.92420180930: follow 0.88920181231: follow 0.90320190331: follow 0.98020190630: follow 1.01020191231: follow 0.87220200331: follow 0.93020200630: follow 1.02720201231: follow 1.12920210331: follow 1.22320210630: follow 1.34220211231: follow 1.13320220331: follow 1.19520220630: follow 1.07220221231: follow 1.01720230331: follow 1.14320230630: follow 1.30620230930: follow 1.32420231231: follow 1.44520240331: follow 1.56320240630: follow 1.63720240930: follow 1.74120241231: follow 1.90220250331: follow 1.64520250630: follow 1.95920250930: follow 1.84520251231: follow 2.086 0.75 1.50 2.25 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 80 · 2026 Q1

Ticker Value Weight QoQ
CME $62M
4.3%
TRIM
BNY $62M
4.3%
TRIM
GOOGL $59M
4.1%
TRIM
WELL $53M
3.6%
TRIM
SCHW $52M
3.6%
TRIM
MRK $51M
3.6%
TRIM
DE $51M
3.5%
TRIM
JNJ $51M
3.5%
TRIM
USB $48M
3.3%
HOLD
PEP $47M
3.3%
HOLD
AAPL $47M
3.2%
HOLD
AMZN $46M
3.2%
ADD
GLW $44M
3.0%
TRIM
CPT $42M
2.9%
ADD
NTR $40M
2.8%
HOLD
VZ $40M
2.8%
ADD
SPG $38M
2.6%
TRIM
AMAT $37M
2.6%
HOLD
MDLZ $35M
2.4%
ADD
PG $34M
2.3%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

NVOSLV

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.