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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOOG Vanguard S&P 500 Growth Index Fund ETF 180.0 $15K 0.01% +150.0 +500.0% $82.62 +0.6%
62 LHX L3Harris Technologies, Inc. Industrials 50.0 $15K 0.01% +40.0 +400.0% $290.60 -9.3%
63 ADP Automatic Data Processing Inc Com Industrials 64.0 $14K 0.01% +50.0 +357.1% $223.95 +26.6%
64 YUM Yum Brands Inc Consumer Cyclical 86.0 $14K 0.01% +40.0 +87.0% $159.86 -4.9%
65 AXP American Express Company Financial Services 36.0 $12K 0.01% +15.0 +71.4% $338.25 -4.2%
66 COF Capital One Finl Corp Financial Services 41.0 $8K 0.00% +30.0 +272.7% $200.61 +5.3%
67 BKNG Booking Holdings Inc. Consumer Cyclical 25.0 $4K 0.00% +24.0 +2400.0% $178.24 +9.8%
Page 4 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%