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Portfolio (Quarterly) Guide ↗

Corsicana & Co.

· CIK 0001869923
13F Portfolio $206M AUM 309 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 58 New 67 Added 20 Reduced 8 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVS CVS Health Corp Com Healthcare 4,700.0 $486K 0.24% +1K +41.1% $103.45 -5.7%
42 EPD Enterprise Prods Partners LP Com 12,355.0 $454K 0.22% +1K +12.3% $36.76
43 NKE Nike Inc Class B Consumer Cyclical 10,567.0 $434K 0.21% +202.0 +1.9% $41.05 -7.1%
44 BA Boeing Company Industrials 1,767.0 $383K 0.18% +445.0 +33.7% $216.47 -5.0%
45 CAT Caterpillar Inc Industrials 309.0 $329K 0.16% +210.0 +212.1% $1064.90 -26.8%
46 NFLX Netflix, Inc Communication Services 4,425.0 $316K 0.15% +240.0 +5.7% $71.40 +13.2%
47 Block Inc 4,065.0 $309K 0.15% +1K +57.9% $76.00
48 WM Waste Management Inc Del Industrials 1,277.0 $285K 0.14% +65.0 +5.4% $222.88 -1.4%
49 GE GE Aerospace Industrials 756.0 $283K 0.14% +70.0 +10.2% $373.73 -11.4%
50 KO Coca Cola Corp Consumer Defensive 3,076.0 $250K 0.12% +300.0 +10.8% $81.27 +8.3%
51 FDX Fedex Corp Com Industrials 722.0 $226K 0.11% +11.0 +1.6% $313.13 +3.8%
52 ITOT iShares Core S&P Total US Stock Market ETF 1,224.0 $201K 0.10% +65.0 +5.6% $164.27 +1.4%
53 VUG Vanguard Growth ETF 1,734.0 $149K 0.07% +1K +526.0% $86.14 +1.4%
54 MO Altria Group Inc Com Consumer Defensive 1,615.0 $116K 0.06% +800.0 +98.2% $71.95 -3.3%
55 IBM International Business Machine Inc Technology 404.0 $114K 0.06% +10.0 +2.5% $281.21 -17.7%
56 PLTR Palantir Technologies Technology 830.0 $97K 0.05% +80.0 +10.7% $116.67 +54.2%
57 AVGO Broadcom, Inc. Technology 180.0 $68K 0.03% +20.0 +12.5% $377.75 -2.1%
58 PFE Pfizer Inc Healthcare 2,615.0 $63K 0.03% +80.0 +3.2% $24.08 +18.6%
59 VO Vanguard Mid-Cap ETF 612.0 $49K 0.02% +459.0 +300.0% $80.57 +0.9%
60 LOW Lowes Cos Inc Consumer Cyclical 68.0 $15K 0.01% +45.0 +195.7% $220.49 -9.3%
Page 3 of 4  ·  67 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 26.4%
Financial Services 23.6%
Energy 10.3%
Healthcare 9.1%
Industrials 8.7%
Consumer Defensive 7.4%
Consumer Cyclical 4.4%
Real Estate 3.6%
Utilities 2.6%
Basic Materials 2.3%