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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 5 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE Aerospace Industrials 756.0 $283K 0.14% +70.0 +10.2% $373.73 -11.2%
82 VIGI Vanguard Whitehall FDS Intl Dividend Appreciation ETF 2,966.0 $277K 0.13% NEW $93.38 +4.8%
83 LLY Eli Lilly & Co Healthcare 228.0 $273K 0.13% $1199.43 -1.0%
84 SO Southern Co Utilities 2,820.0 $270K 0.13% $95.71 -8.7%
85 AMD Advanced Micro Devices, Inc. Technology 452.0 $263K 0.13% $580.91 -21.0%
86 KO Coca Cola Corp Consumer Defensive 3,076.0 $250K 0.12% +300.0 +10.8% $81.27 +8.2%
87 MCD McDonalds Corp Consumer Cyclical 901.0 $244K 0.12% $270.31 -3.2%
88 ZTS Zoetis Inc Healthcare 3,244.0 $233K 0.11% -560.0 -14.7% $71.86 +8.0%
89 UPS United Parcel Service Inc Industrials 2,125.0 $228K 0.11% -395.0 -15.7% $107.50 -4.2%
90 FDX Fedex Corp Com Industrials 722.0 $226K 0.11% +11.0 +1.6% $313.13 +2.7%
91 EFA iShares MSCI EAFE ETF 2,129.0 $221K 0.11% $103.88 +2.9%
92 WAT Waters Corporation Healthcare 566.0 $212K 0.10% NEW $375.04 +9.8%
93 DFIV Dimensional ETF Tr Intl Vale ETF 3,825.0 $207K 0.10% NEW $54.02 +7.6%
94 XLI State Street Industrial Select Sector SPDR ETF 1,115.0 $207K 0.10% $185.23 -7.0%
95 ITOT iShares Core S&P Total US Stock Market ETF 1,224.0 $201K 0.10% +65.0 +5.6% $164.27 +1.6%
96 GEV GE Vernova Inc Utilities 169.0 $199K 0.10% $1174.86 -24.0%
97 IUSB iShares Core Total USD Bond Market ETF 4,275.0 $197K 0.10% $46.15 -2.1%
98 CSCO Cisco Systems Inc Technology 1,500.0 $176K 0.09% $117.46 -6.6%
99 XLV State Street Health Care Select Sector SPDR ETF 1,100.0 $175K 0.09% $158.66 +9.9%
100 FENI Fidelity Enhanced International ETF 3,907.0 $157K 0.08% NEW $40.13 +2.3%
Page 5 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%