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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 5 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFA iShares MSCI EAFE ETF 2,129.0 $199K 0.11% NEW $93.37 +9.6%
82 Block Inc 2,615.0 $189K 0.11% NEW $72.27
83 KO Coca Cola Corp Consumer Defensive 2,776.0 $184K 0.10% NEW $66.32 +24.1%
84 PLTR Palantir Technologies Technology 1,000.0 $182K 0.10% NEW $182.42 -26.2%
85 LLY Eli Lilly & Co Healthcare 228.0 $174K 0.10% NEW $763.00 +32.7%
86 XLI S & P Industrial Select Sector 1,115.0 $172K 0.10% NEW $154.23 +10.0%
87 ITOT iShares Core S&P Total US Stock Market ETF 1,159.0 $169K 0.10% NEW $145.65 +10.1%
88 FDX Fedex Corp Com Industrials 711.0 $168K 0.09% NEW $235.81 +58.8%
89 MA Mastercard Inc Class A Financial Services 286.0 $163K 0.09% NEW $568.81 -11.8%
90 MET Metlife Inc Financial Services 1,803.0 $149K 0.08% NEW $82.37 -1.2%
91 INTU Intuit Technology 217.0 $148K 0.08% NEW $682.91 -41.2%
92 SCHW Charles Schwab Corp Com Financial Services 1,500.0 $143K 0.08% NEW $95.47 -2.8%
93 ABT Abbott Laboratories Healthcare 1,047.0 $140K 0.08% NEW $133.94 -33.9%
94 INTC Intel Corp Technology 4,125.0 $138K 0.08% NEW $33.55 +228.4%
95 VUG Vanguard Growth ETF 277.0 $133K 0.07% NEW $479.61 -82.0%
96 VTV Vanguard Value ETF 708.0 $132K 0.07% NEW $186.49 +11.5%
97 SBUX Starbucks Corp Consumer Cyclical 1,502.0 $127K 0.07% NEW $84.60 +27.1%
98 CFR Cullen/Frost Bankers Inc Com Financial Services 1,000.0 $127K 0.07% NEW $126.77 +7.8%
99 LMT Lockheed Martin Corporation Industrials 245.0 $122K 0.07% NEW $499.21 +5.1%
100 GLW Corning Inc Technology 1,450.0 $119K 0.07% NEW $82.03 +115.7%
Page 5 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%