CORDA Investment Management, LLC.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,518,919
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 78 | 1,518,919 | 13F-HR | CORDA Investment Management, LLC. |
| Q2 2026 | 8/6/2026 | 85 | 1,629,967 | 13F-HR | CORDA Investment Management, LLC. |
| Q1 2026 | 5/4/2026 | 80 | 1,446,327 | 13F-HR | CORDA Investment Management, LLC. |
| Q4 2025 | 2/3/2026 | 82 | 1,374,901 | 13F-HR | CORDA Investment Management, LLC. |
| Q3 2025 | 10/24/2025 | 80 | 1,421,671 | 13F-HR | CORDA Investment Management, LLC. |
| Q2 2025 | 7/30/2025 | 78 | 1,359,354 | 13F-HR | CORDA Investment Management, LLC. |
| Q1 2014 | 5/9/2014 | 48 | 406,606 | 13F-HR | CORDA Investment Management, LLC. |
| Q4 2013 | 2/12/2014 | 52 | 415,849 | 13F-HR | CORDA Investment Management, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.471 M | 96.8% | 0 | 109.5 K | -109.5 K |
| ETFs | 48.19 K | 3.2% | 0 | 1.596 K | -1.596 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
1,518,919
Holdings
78
QoQ value change ($000)
-111,048
(-6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.