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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 6 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAC Bank of America Corp Financial Services 2,271.0 $125K 0.07% $55.00 -9.5%
102 LMT Lockheed Martin Corporation Industrials 245.0 $118K 0.07% $483.67 +6.7%
103 CFG Citizens Financial Group Inc. Financial Services 2,000.0 $117K 0.07% $58.41 +4.7%
104 IBM International Business Machine Inc Technology 394.0 $117K 0.07% $296.21 -26.0%
105 CSCO Cisco Systems Inc Technology 1,500.0 $116K 0.07% $77.03 +53.5%
106 MMM 3M Co Com Industrials 710.0 $114K 0.06% $160.10 -8.7%
107 Southstate Bank Corp 1,200.0 $113K 0.06% NEW $94.11
108 GEV GE Vernova Inc Utilities 169.0 $110K 0.06% $653.57 +60.5%
109 ROKU Roku, Inc Communication Services 1,000.0 $108K 0.06% $108.49 +14.3%
110 SRE Sempra Energy Utilities 1,218.0 $108K 0.06% $88.29 +2.4%
111 MDLZ Mondelez Intl Inc Class A Com Consumer Defensive 1,900.0 $102K 0.06% $53.83 +12.3%
112 XLP State Street Consumer Staples Select Sector SPDR ETF 1,275.0 $99K 0.06% $77.68 +10.6%
113 AMD Advanced Micro Devices, Inc. Technology 452.0 $97K 0.05% $214.16 +96.6%
114 IWR iShares Russell Mid-Cap ETF 948.0 $91K 0.05% $96.27 +7.7%
115 IVW iShares S&P 500 Growth ETF 736.0 $91K 0.05% $123.26 +10.2%
116 ALL Allstate Corp Com Financial Services 431.0 $90K 0.05% $208.15 +4.4%
117 T AT&T Inc Com Communication Services 3,578.0 $89K 0.05% $24.84 -3.3%
118 MS Morgan Stanley Financial Services 500.0 $89K 0.05% $177.53 +8.4%
119 TSLA TESLA, INC Consumer Cyclical 189.0 $85K 0.05% $449.72 -6.1%
120 OXY Occidental Petroleum Corp Com Energy 2,008.0 $83K 0.05% $41.12 +45.0%
Page 6 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%