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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 9 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EBC Eastern Bancshares Inc Financial Services 2,000.0 $44K 0.02% $22.24 -0.5%
162 LUV Southwest Airlines Co Industrials 860.0 $44K 0.02% $51.42 -25.0%
163 LITE Lumentum Holdings, Inc. Technology 50.0 $43K 0.02% NEW $858.06 +0.1%
164 DFAS Dimensional US Small Cap ETF 504.0 $41K 0.02% NEW $82.34 -1.0%
165 SLB SLB Limited Energy 888.0 $41K 0.02% $46.49 +24.5%
166 PHYS Sprott Physical Gold Trust Financial Services 1,364.0 $41K 0.02% NEW $30.17 +9.7%
167 HRB Block H & R Inc Consumer Cyclical 1,050.0 $40K 0.02% $38.08 +33.6%
168 DELL Dell Inc Com Technology 90.0 $39K 0.02% NEW $431.46 +6.3%
169 CCI Crown Castle Intl Corp New Real Estate 508.0 $38K 0.02% $75.73 -1.1%
170 OEF iShares S&P 100 ETF 97.0 $35K 0.02% $365.87 +4.0%
171 SBUX Starbucks Corp Consumer Cyclical 297.0 $30K 0.01% -55.0 -15.6% $102.19 +5.0%
172 IJS iShares S&P Small-Cap 600 Value ETF 216.0 $30K 0.01% $136.68 +0.1%
173 COLB Columbia BKG SYST Inc Financial Services 915.0 $29K 0.01% $32.05 -6.1%
174 FVAL Fidelity Value Factor ETF 360.0 $28K 0.01% NEW $77.93 +6.2%
175 PFF iShares Preferred&Income Securities ETF 920.0 $28K 0.01% $30.49 -1.1%
176 CLM Cornerstone Strategic Investment Fund, Inc. Financial Services 3,700.0 $28K 0.01% NEW $7.56 -12.1%
177 FFIN First Financial Bankshares Inc Financial Services 796.0 $28K 0.01% $34.60 -3.4%
178 RIOT Riot Platforms, Inc. Financial Services 1,000.0 $27K 0.01% NEW $27.38 -34.3%
179 SLV iShares Silver Trust Financial Services 500.0 $27K 0.01% NEW $53.47 +9.9%
180 HPQ HP Inc Technology 1,200.0 $26K 0.01% $21.94 +44.3%
Page 9 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%