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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 5 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDX Fedex Corp Com Industrials 711.0 $205K 0.12% $288.86 +28.0%
82 EFA iShares MSCI EAFE ETF 2,129.0 $204K 0.12% $96.03 +6.1%
83 IUSB iShares Core Total USD Bond Market ETF 4,275.0 $199K 0.11% -112.0 -2.5% $46.54 -2.2%
84 KO Coca Cola Corp Consumer Defensive 2,776.0 $194K 0.11% $69.91 +16.1%
85 XLI State Street Industrial Select Sector SPDR ETF 1,115.0 $173K 0.10% $155.12 +8.8%
86 ITOT iShares Core S&P Total US Stock Market ETF 1,159.0 $172K 0.10% $148.69 +7.5%
87 XLV State Street Health Care Select Sector SPDR ETF 1,100.0 $170K 0.10% -500.0 -31.2% $154.80 -4.8%
88 Block Inc 2,575.0 $168K 0.09% -40.0 -1.5% $65.09
89 MA Mastercard Inc Class A Financial Services 286.0 $163K 0.09% $570.88 -11.4%
90 INTC Intel Corp Technology 4,125.0 $152K 0.09% $36.90 +193.1%
91 SCHW Charles Schwab Corp Com Financial Services 1,500.0 $150K 0.08% $99.91 -7.5%
92 INTU Intuit Technology 217.0 $144K 0.08% $662.42 -39.1%
93 MET Metlife Inc Financial Services 1,803.0 $142K 0.08% $78.94 +3.1%
94 MU Micron Technology Inc Technology 474.0 $135K 0.08% $285.41 +138.8%
95 VTV Vanguard Value ETF 708.0 $135K 0.08% $190.99 +8.4%
96 VUG Vanguard Growth ETF 277.0 $135K 0.08% $487.86 -82.3%
97 PLTR Palantir Technologies Technology 750.0 $133K 0.07% -250.0 -25.0% $177.75 -24.0%
98 ABT Abbott Laboratories Healthcare 1,047.0 $131K 0.07% $125.29 -29.1%
99 GLW Corning Inc Technology 1,450.0 $127K 0.07% $87.56 +103.9%
100 CFR Cullen/Frost Bankers Inc Com Financial Services 1,000.0 $127K 0.07% $126.63 +9.2%
Page 5 of 13  ·  259 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%