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Portfolio (Quarterly) Guide ↗

Corsicana & Co.

· CIK 0001869923
13F Portfolio $178M AUM 259 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 24 Added 35 Reduced 4 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DOW Dow Inc Basic Materials 600.0 $14K 0.01% +100.0 +20.0% $23.38 +65.4%
22 FISV Fiserv Inc Technology 81.0 $5K 0.00% +50.0 +161.3% $67.17 -15.2%
23 NOW ServiceNow, Inc. Technology 30.0 $5K 0.00% +24.0 +400.0% $153.20 -33.3%
24 PYPL PayPal Holdings, Inc. Financial Services 60.0 $4K 0.00% +20.0 +50.0% $58.38 -23.7%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.5%
Financial Services 23.9%
Energy 9.7%
Healthcare 8.9%
Consumer Defensive 7.6%
Industrials 7.4%
Consumer Cyclical 4.9%
Real Estate 3.6%
Communication Services 2.8%
Utilities 2.5%