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Portfolio (Quarterly) Guide ↗

Corsicana & Co.

· CIK 0001869923
13F Portfolio $178M AUM Filed Oct 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 261 New
Page 7 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USMV iShares MSCI USA Min Vol Factor ETF 835.0 $79K 0.04% NEW $95.14 +0.9%
122 MU Micron Technology Inc Technology 474.0 $79K 0.04% NEW $167.32 +333.1%
123 CSX CSX Corp Industrials 2,148.0 $76K 0.04% NEW $35.51 +28.6%
124 LTC LTC Properties Inc Real Estate 2,000.0 $74K 0.04% NEW $36.86 +2.8%
125 AMD Advanced Micro Devices, Inc. Technology 452.0 $73K 0.04% NEW $161.79 +160.2%
126 C Citigroup Inc New Financial Services 659.0 $67K 0.04% NEW $101.50 +20.6%
127 PFE Pfizer Inc Healthcare 2,535.0 $65K 0.04% NEW $25.48 -0.6%
128 AEP American Electric Power Co Utilities 555.0 $62K 0.04% NEW $112.50 +13.5%
129 OKE Oneok, Inc. Energy 770.0 $56K 0.03% NEW $72.97 +26.5%
130 GOOGL Alphabet, Inc. Class A Communication Services 224.0 $54K 0.03% NEW $243.10 +63.2%
131 MO Altria Group Inc Com Consumer Defensive 815.0 $54K 0.03% NEW $66.06 +10.6%
132 HRB Block H & R Inc Consumer Cyclical 1,050.0 $53K 0.03% NEW $50.57 -26.3%
133 VYM Vanguard High Dividend Yield ETF 375.0 $53K 0.03% NEW $140.95 +11.1%
134 AVGO Broadcom, Inc. Technology 160.0 $53K 0.03% NEW $329.91 +27.5%
135 SSO ProShares Ultra S&P 500 ETF 460.0 $52K 0.03% NEW $112.13 -40.8%
136 CCI Crown Castle Intl Corp New Real Estate 508.0 $49K 0.03% NEW $96.49 -6.8%
137 DVY iShares Select Dividend ETF 341.0 $48K 0.03% NEW $142.10 +7.3%
138 CAT Caterpillar Inc Industrials 99.0 $47K 0.03% NEW $477.15 +81.1%
139 EMB iShares JP Morgan USD Em Mkts Bd ETF 490.0 $47K 0.03% NEW $95.19 -0.6%
140 VNQ Vanguard Real Estate ETF 510.0 $47K 0.03% NEW $91.42 +3.9%
Page 7 of 14  ·  261 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 26.8%
Financial Services 23.5%
Energy 10.0%
Healthcare 8.7%
Consumer Defensive 7.8%
Industrials 6.9%
Consumer Cyclical 5.4%
Real Estate 3.7%
Utilities 2.5%
Communication Services 2.4%