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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 7 of 13  ·  259 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% $94.16 +2.0%
122 CSX CSX Corp Industrials 2,148.0 $78K 0.04% $36.25 +26.0%
123 C Citigroup Inc New Financial Services 659.0 $77K 0.04% $116.69 +4.9%
124 GOOGL Alphabet, Inc. Class A Communication Services 224.0 $70K 0.04% $313.00 +26.8%
125 LTC LTC Properties Inc Real Estate 2,000.0 $69K 0.04% $34.38 +10.3%
126 AEP American Electric Power Co Utilities 555.0 $64K 0.04% $115.31 +10.7%
127 PFE Pfizer Inc Healthcare 2,535.0 $63K 0.04% $24.90 +1.7%
128 FITB Fifth Third Bancorp Financial Services 1,330.0 $62K 0.04% -1K -50.0% $46.81 +1.2%
129 CAT Caterpillar Inc Industrials 99.0 $57K 0.03% $572.87 +50.8%
130 OKE Oneok, Inc. Energy 770.0 $57K 0.03% $73.50 +25.6%
131 AVGO Broadcom, Inc. Technology 160.0 $55K 0.03% $346.10 +21.6%
132 VYM Vanguard High Dividend Yield ETF 375.0 $54K 0.03% $143.52 +9.1%
133 SSO ProShares Ultra S&P 500 ETF 920.0 $53K 0.03% +460.0 +100.0% $57.92 +14.5%
134 DVY iShares Select Dividend ETF 341.0 $48K 0.03% $141.14 +8.0%
135 EMB iShares JP Morgan USD Em Mkts Bd ETF 490.0 $47K 0.03% $96.28 -1.7%
136 MO Altria Group Inc Com Consumer Defensive 815.0 $47K 0.03% $57.66 +26.8%
137 HRB Block H & R Inc Consumer Cyclical 1,050.0 $46K 0.03% $43.58 -14.5%
138 CCI Crown Castle Intl Corp New Real Estate 508.0 $45K 0.03% $88.87 +1.2%
139 VO Vanguard Mid-Cap ETF 153.0 $44K 0.03% $290.22 -73.6%
140 SU Suncor Energy Energy 1,000.0 $44K 0.03% $44.36 +53.9%
Page 7 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%