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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 10 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WDC Western Digital Corporation Technology 40.0 $26K 0.01% NEW $638.73 -30.4%
182 DLR Digital Rlty Tr Inc. Real Estate 140.0 $25K 0.01% NEW $179.58 +1.2%
183 CMCSA Comcast Corporation Communication Services 1,015.0 $25K 0.01% $24.55 +10.4%
184 VNQ Vanguard Real Estate ETF 257.0 $25K 0.01% -3.0 -1.1% $96.43 -0.6%
185 F Ford Motor Company Del Consumer Cyclical 1,740.0 $24K 0.01% $13.90 -0.7%
186 PSEC Prospect Capital Corp Financial Services 10,000.0 $23K 0.01% NEW $2.31 -3.4%
187 ZBH Zimmer Biomet Holdings Inc Healthcare 261.0 $22K 0.01% $86.09 +17.6%
188 COP ConocoPhillips Com Energy 214.0 $22K 0.01% $103.96 +31.4%
189 IFRA iShares US Infrastructure ETF 346.0 $22K 0.01% $63.04 -7.3%
190 SCZ iShares MSCI EAFE Small-Cap ETF 261.0 $21K 0.01% $82.27 +4.7%
191 DFAI Dimensional Intl Core ETF 520.0 $21K 0.01% NEW $41.25 +3.9%
192 AMAT Applied Materials Inc Technology 29.0 $21K 0.01% $723.00 -39.4%
193 O Realty Income Corp Real Estate 330.0 $20K 0.01% NEW $61.96 -0.6%
194 ITW Illinois Tool Works Inc Industrials 75.0 $20K 0.01% -25.0 -25.0% $270.47 -0.7%
195 VEA Vanguard FTSE Developed Markets ETF 279.0 $20K 0.01% $71.25 +1.7%
196 AZN Astrazeneca PLC Healthcare 100.0 $19K 0.01% NEW $186.93 -13.3%
197 XLE State Street Energy Select Sector SPDR ETF 350.0 $19K 0.01% $53.11 +22.2%
198 OMF OneMain Holdings, Inc. Financial Services 300.0 $18K 0.01% NEW $60.97 +2.8%
199 BAH Booz Allen Hamilton Industrials 300.0 $18K 0.01% NEW $60.67 +21.9%
200 BMY Bristol Myers Squibb Company Healthcare 310.0 $18K 0.01% NEW $57.62 +16.5%
Page 10 of 16  ·  309 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%