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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 6 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDLZ Mondelez Intl Inc Class A Com Consumer Defensive 1,900.0 $119K 0.07% NEW $62.47 -3.2%
102 FITB Fifth Third Bancorp Financial Services 2,660.0 $119K 0.07% NEW $44.55 +6.3%
103 BAC Bank of America Corp Financial Services 2,271.0 $117K 0.07% NEW $51.59 -3.5%
104 IBM International Business Machine Inc Technology 394.0 $111K 0.06% NEW $282.16 -22.3%
105 MMM 3M Co Com Industrials 710.0 $110K 0.06% NEW $155.18 -5.8%
106 SRE Sempra Energy Utilities 1,218.0 $110K 0.06% NEW $89.98 +0.5%
107 CFG Citizens Financial Group Inc. Financial Services 2,000.0 $106K 0.06% NEW $53.16 +15.0%
108 TTE TotalEnergies SE ADR Energy 1,757.0 $105K 0.06% NEW $59.69 +54.6%
109 GEV GE Vernova Inc Utilities 169.0 $104K 0.06% NEW $614.90 +70.6%
110 CSCO Cisco Systems Inc Technology 1,500.0 $103K 0.06% NEW $68.42 +72.8%
111 T AT&T Inc Com Communication Services 3,578.0 $101K 0.06% NEW $28.24 -14.9%
112 ROKU Roku, Inc Communication Services 1,000.0 $100K 0.06% NEW $100.13 +23.9%
113 XLP S & P Consumer Staple Select Sector 1,275.0 $100K 0.06% NEW $78.37 +9.6%
114 OXY Occidental Petroleum Corp Com Energy 2,008.0 $95K 0.05% NEW $47.25 +26.2%
115 ALL Allstate Corp Com Financial Services 431.0 $93K 0.05% NEW $214.65 +1.3%
116 IRM Iron Mountain Incorporated Real Estate 900.0 $92K 0.05% NEW $101.94 +22.7%
117 IWR iShares Russell Mid-Cap ETF 948.0 $92K 0.05% NEW $96.55 +7.4%
118 IVW iShares S&P 500 Growth ETF 736.0 $89K 0.05% NEW $120.72 +12.5%
119 TSLA TESLA, INC Consumer Cyclical 189.0 $84K 0.05% NEW $444.72 -5.1%
120 MS Morgan Stanley Financial Services 500.0 $79K 0.04% NEW $158.96 +21.1%
Page 6 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%