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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 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QDF Flexshares Quality Dividend ETF Index Fund 7,362.0 $662K 0.32% NEW $89.92 +1.5%
2 AVEM Avantis Emerging Markets Equity ETF 3,292.0 $318K 0.15% NEW $96.49 -2.3%
3 VIGI Vanguard Whitehall FDS Intl Dividend Appreciation ETF 2,966.0 $277K 0.13% NEW $93.38 +4.5%
4 WAT Waters Corporation Healthcare 566.0 $212K 0.10% NEW $375.04 +8.2%
5 DFIV Dimensional ETF Tr Intl Vale ETF 3,825.0 $207K 0.10% NEW $54.02 +7.4%
6 FENI Fidelity Enhanced International ETF 3,907.0 $157K 0.08% NEW $40.13 +2.1%
7 SOLS Solstice Advanced Matls Inc. Basic Materials 1,606.0 $142K 0.07% NEW $88.60 -30.3%
8 JEPI JP Morgan Exchange Traded FD TR 2,470.0 $140K 0.07% NEW $56.48 +0.9%
9 TotalEnergies SE ACT 1,757.0 $136K 0.07% NEW $77.67
10 RNA Atrium Therapeutics Healthcare 9,820.0 $132K 0.06% NEW $13.45 +2.4%
11 FELC Fidelity Enhancement Large Cap Core ETF 3,068.0 $129K 0.06% NEW $41.91 +3.6%
12 TDTT Flexshares IBOXX 3yr TGT Dur ETF 3,098.0 $74K 0.04% NEW $23.91 -1.5%
13 GUNR FlexShares MSTAR GBL Upstream Nat Resources Index Fund 1,487.0 $73K 0.04% NEW $49.28 +14.7%
14 BB BlackBerry Limited Technology 5,000.0 $63K 0.03% NEW $12.65 -38.1%
15 AGNC AGNC Investment Corp Real Estate 5,500.0 $60K 0.03% NEW $10.90 -2.8%
16 IONQ IonQ Inc Technology 1,000.0 $53K 0.03% NEW $53.26 -29.1%
17 ARMOUR Residential REIT, Inc 2,600.0 $45K 0.02% NEW $17.45
18 LITE Lumentum Holdings, Inc. Technology 50.0 $43K 0.02% NEW $858.06 +1.3%
19 DFAS Dimensional US Small Cap ETF 504.0 $41K 0.02% NEW $82.34 -2.0%
20 PHYS Sprott Physical Gold Trust Financial Services 1,364.0 $41K 0.02% NEW $30.17 +8.6%
Page 1 of 3  ·  58 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%