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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 7 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDLZ Mondelez Intl Inc Class A Com Consumer Defensive 1,900.0 $110K 0.05% $57.84 +7.4%
122 XLP State Street Consumer Staples Select Sector SPDR ETF 1,275.0 $106K 0.05% $83.07 +3.0%
123 IWR iShares Russell Mid-Cap ETF 948.0 $105K 0.05% $110.32 +0.7%
124 MS Morgan Stanley Financial Services 500.0 $105K 0.05% $209.04 +3.3%
125 ALL Allstate Corp Com Financial Services 431.0 $103K 0.05% $237.94 +9.8%
126 CSX CSX Corp Industrials 2,148.0 $102K 0.05% $47.53 +2.7%
127 IVW iShares S&P 500 Growth ETF 736.0 $101K 0.05% $137.53 +1.0%
128 OXY Occidental Petroleum Corp Com Energy 2,008.0 $98K 0.05% $48.57 +24.8%
129 PLTR Palantir Technologies Technology 830.0 $97K 0.05% +80.0 +10.7% $116.67 +47.7%
130 ABT Abbott Laboratories Healthcare 1,047.0 $95K 0.05% $90.74 +23.2%
131 C Citigroup Inc New Financial Services 659.0 $92K 0.04% $139.96 -2.8%
132 USMV iShares MSCI USA Min Vol Factor ETF 835.0 $81K 0.04% $96.46 +4.7%
133 GOOGL Alphabet, Inc. Class A Communication Services 224.0 $80K 0.04% $357.37 -5.7%
134 TSLA TESLA, INC Consumer Cyclical 189.0 $79K 0.04% $420.60 -16.5%
135 LTC LTC Properties Inc Real Estate 2,000.0 $77K 0.04% $38.45 +7.3%
136 AEP American Electric Power Co Utilities 555.0 $76K 0.04% $136.81 -10.2%
137 HPE Hewlett Packard Enterprise Co Technology 1,670.0 $75K 0.04% $45.11 +11.2%
138 TDTT Flexshares IBOXX 3yr TGT Dur ETF 3,098.0 $74K 0.04% NEW $23.91 -1.6%
139 T AT&T Inc Com Communication Services 3,578.0 $74K 0.04% $20.70 +27.6%
140 GUNR FlexShares MSTAR GBL Upstream Nat Resources Index Fund 1,487.0 $73K 0.04% NEW $49.28 +15.6%
Page 7 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%