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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Southstate Bank Corp 1,200.0 $113K 0.06% NEW $94.11
2 DJT Trump Media & Technology Group Corp. Communication Services 345.0 $5K 0.00% NEW $13.24 -37.8%

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%