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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 8 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AVGO Broadcom, Inc. Technology 180.0 $68K 0.03% +20.0 +12.5% $377.75 -2.2%
142 OKE Oneok, Inc. Energy 770.0 $67K 0.03% $86.94 +10.4%
143 BB BlackBerry Limited Technology 5,000.0 $63K 0.03% NEW $12.65 -39.5%
144 PFE Pfizer Inc Healthcare 2,615.0 $63K 0.03% +80.0 +3.2% $24.08 +19.8%
145 SSO ProShares Ultra S&P 500 ETF 920.0 $62K 0.03% $67.38 +3.9%
146 AGNC AGNC Investment Corp Real Estate 5,500.0 $60K 0.03% NEW $10.90 -2.8%
147 VYM Vanguard High Dividend Yield ETF 375.0 $59K 0.03% $158.03 +4.0%
148 IRM Iron Mountain Incorporated Real Estate 450.0 $57K 0.03% $126.31 -11.5%
149 INTU Intuit Technology 217.0 $57K 0.03% $261.00 +30.2%
150 SU Suncor Energy Energy 1,000.0 $54K 0.03% $53.68 +27.6%
151 DVY iShares Select Dividend ETF 341.0 $53K 0.03% $156.30 +5.1%
152 IONQ IonQ Inc Technology 1,000.0 $53K 0.03% NEW $53.26 -29.8%
153 LRCX LAM RESEARCH CORPORATION Technology 120.0 $52K 0.03% $433.33 -33.4%
154 D Dominion Energy, Inc Utilities 725.0 $50K 0.02% $68.29 -3.4%
155 VO Vanguard Mid-Cap ETF 612.0 $49K 0.02% +459.0 +300.0% $80.57 +1.2%
156 ENB Enbridge Inc Energy 879.0 $48K 0.02% $54.21 -6.9%
157 AVDV Avantis International Small-Cap Value ETF 462.0 $48K 0.02% $103.05 +8.5%
158 EMB iShares JP Morgan USD Em Mkts Bd ETF 490.0 $47K 0.02% $96.44 -2.4%
159 CRWD CrowdStrike Holdings, Inc. Technology 60.0 $46K 0.02% $190.78 +6.7%
160 ARMOUR Residential REIT, Inc 2,600.0 $45K 0.02% NEW $17.45
Page 8 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%