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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 8 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AVDV Avantis International Small-Cap Value ETF 462.0 $43K 0.02% $93.97 +15.3%
142 D Dominion Energy, Inc Utilities 725.0 $42K 0.02% $58.59 +5.4%
143 ENB Enbridge Inc Energy 879.0 $42K 0.02% $47.83 +15.6%
144 HPE Hewlett Packard Enterprise Co Technology 1,670.0 $40K 0.02% $24.02 +37.8%
145 UCO ProShares Ultra Bloomberg Crude Oil ETF Financial Services 2,000.0 $39K 0.02% $19.32 +162.0%
146 IRM Iron Mountain Incorporated Real Estate 450.0 $37K 0.02% -450.0 -50.0% $82.95 +50.8%
147 EBC Eastern Bancshares Inc Financial Services 2,000.0 $37K 0.02% $18.43 +4.1%
148 LUV Southwest Airlines Co Industrials 860.0 $36K 0.02% $41.33 -6.8%
149 SLB SLB Limited Energy 888.0 $34K 0.02% $38.38 +44.3%
150 OEF iShares S&P 100 ETF 97.0 $33K 0.02% $342.97 +7.5%
151 CMCSA Comcast Corporation Communication Services 1,015.0 $30K 0.02% $29.89 -16.6%
152 SBUX Starbucks Corp Consumer Cyclical 352.0 $30K 0.02% -1K -76.6% $84.21 +26.8%
153 PFF iShares Preferred&Income Securities ETF 920.0 $28K 0.02% $30.96 +0.6%
154 CRWD CrowdStrike Holdings, Inc. Technology 60.0 $28K 0.02% -20.0 -25.0% $468.77 +26.7%
155 CLX Clorox Co Consumer Defensive 275.0 $28K 0.02% $100.83 -7.9%
156 CRM Salesforce, Inc. Technology 103.0 $27K 0.01% $264.91 -34.5%
157 HPQ HP Inc Technology 1,200.0 $27K 0.01% $22.28 -6.6%
158 COLB Columbia BKG SYST Inc Financial Services 915.0 $26K 0.01% $27.95 +3.8%
159 ITW Illinois Tool Works Inc Industrials 100.0 $25K 0.01% $246.30 +0.6%
160 IJS iShares S&P Small-Cap 600 Value ETF 216.0 $25K 0.01% $113.72 +11.0%
Page 8 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%