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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 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DELL Dell Inc Com Technology 90.0 $39K 0.02% NEW $431.46 -1.6%
22 FVAL Fidelity Value Factor ETF 360.0 $28K 0.01% NEW $77.93 +5.5%
23 CLM Cornerstone Strategic Investment Fund, Inc. Financial Services 3,700.0 $28K 0.01% NEW $7.56 -13.1%
24 RIOT Riot Platforms, Inc. Financial Services 1,000.0 $27K 0.01% NEW $27.38 -35.0%
25 SLV iShares Silver Trust Financial Services 500.0 $27K 0.01% NEW $53.47 +8.3%
26 WDC Western Digital Corporation Technology 40.0 $26K 0.01% NEW $638.73 -29.5%
27 DLR Digital Rlty Tr Inc. Real Estate 140.0 $25K 0.01% NEW $179.58 +2.1%
28 PSEC Prospect Capital Corp Financial Services 10,000.0 $23K 0.01% NEW $2.31 -4.3%
29 DFAI Dimensional Intl Core ETF 520.0 $21K 0.01% NEW $41.25 +3.5%
30 O Realty Income Corp Real Estate 330.0 $20K 0.01% NEW $61.96 -1.0%
31 AZN Astrazeneca PLC Healthcare 100.0 $19K 0.01% NEW $186.93 -13.1%
32 OMF OneMain Holdings, Inc. Financial Services 300.0 $18K 0.01% NEW $60.97 +0.2%
33 BAH Booz Allen Hamilton Industrials 300.0 $18K 0.01% NEW $60.67 +24.2%
34 BMY Bristol Myers Squibb Company Healthcare 310.0 $18K 0.01% NEW $57.62 +16.1%
35 ECG Everus Contsr Group Inc Com Industrials 90.0 $15K 0.01% NEW $165.96 -31.5%
36 NERD Roundhill Video Games ETF 700.0 $14K 0.01% NEW $20.03 +11.6%
37 DFAE Dimensional Emerging Core ETF 310.0 $12K 0.01% NEW $40.21 -1.5%
38 EFC Ellington Financial Inc. Real Estate 800.0 $11K 0.01% NEW $13.61 -2.6%
39 CEG Constellation Energy Corporation Utilities 40.0 $10K 0.01% NEW $248.38 +12.9%
40 EARN Ellington Credit Company Financial Services 2,200.0 $10K 0.01% NEW $4.42 -2.5%
Page 2 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%