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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CORDA Investment Management, LLC.

Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001545812-25-000002

Total Value
$1.25B
Positions
72
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (72)

#IssuerTicker / CUSIPSharesValue% of Filing
1BANK NEW YORK MELLON CORP064058100706,910$54.3M4.34%
2CME GROUP INCCME230,245$53.5M4.27%
3APPLE INCAAPL193,677$48.5M3.87%
4UNILEVER PLCUNLYF825,118$46.8M3.74%
5SCHWAB CHARLES CORPSCHW-PJ616,604$45.6M3.64%
6WELLTOWER INCWELL357,916$45.1M3.60%
7US BANCORP DELUSB-PS939,792$45.0M3.59%
8AMAZON COM INCAMZN198,984$43.7M3.49%
9DEERE & CODE101,399$43.0M3.43%
10PEPSICO INCPEP269,595$41.0M3.27%
11ALPHABET INCGOOG214,968$40.7M3.25%
12PROCTER AND GAMBLE CO742718109234,951$39.4M3.15%
13SIMON PPTY GROUP INC NEW828806109216,829$37.3M2.98%
14MONDELEZ INTL INC609207105565,156$33.8M2.70%
15CNA FINL CORP126117100661,532$32.0M2.56%
16VERIZON COMMUNICATIONS INCVZ794,372$31.8M2.54%
17MERCK & CO INCMRK317,144$31.5M2.52%
18COUSINS PPTYS INC222795502972,785$29.8M2.38%
19DIAGEO PLCDGEAF232,735$29.6M2.36%
20JOHNSON & JOHNSONJNJ204,217$29.5M2.36%
21COCA COLA COKO446,513$27.8M2.22%
22CORNING INCGLW580,594$27.6M2.20%
23PFIZER INCPFE1,016,016$27.0M2.15%
24KENVUE INCKVUE1,253,096$26.8M2.14%
25MCDONALDS CORPMCD91,439$26.5M2.12%
26HIGHWOODS PPTYS INC431284108851,676$26.0M2.08%
27CAMDEN PPTY TR133131102206,842$24.0M1.92%
28DISNEY WALT CO254687106213,288$23.7M1.90%
29KRAFT HEINZ COKHC749,601$23.0M1.84%
30NUTRIEN LTDNTR511,909$22.9M1.83%
31HONEYWELL INTL INC43851610694,415$21.3M1.70%
32MEDTRONIC PLCMDT249,271$19.9M1.59%
33HERSHEY COHSY86,669$14.7M1.17%
34VANGUARD INDEX FDS92290836325,607$13.8M1.10%
35LEVI STRAUSS & CO NEWLEVI693,429$12.0M0.96%
36AMBEV SAABEV6,479,555$12.0M0.96%
37MICROSOFT CORPMSFT24,967$10.5M0.84%
38NIKE INCNKE136,768$10.3M0.83%
39BERKSHIRE HATHAWAY INC DELBRK-A22,490$10.2M0.81%
40EXXON MOBIL CORPXOM65,660$7.1M0.56%
41NVIDIA CORPORATIONNVDA31,710$4.3M0.34%
42VANGUARD WHITEHALL FDS92194640631,834$4.1M0.32%
43VANGUARD SPECIALIZED FUNDS92190884419,464$3.8M0.30%
44SCHWAB STRATEGIC TR808524797120,080$3.3M0.26%
45BERKSHIRE HATHAWAY INC DELBRK-A4$2.7M0.22%
46SPDR SER TR78464A50850,257$2.6M0.21%
47QUALCOMM INCQCOM15,327$2.4M0.19%
48ALPHABET INCGOOG12,021$2.3M0.18%
49CISCO SYS INCCSCO38,611$2.3M0.18%
50SHERWIN WILLIAMS COSHW6,465$2.2M0.18%
51VANGUARD INTL EQUITY INDEX F92204277537,821$2.2M0.17%
52TESLA INCTSLA5,312$2.1M0.17%
53META PLATFORMS INCMETA3,546$2.1M0.17%
54CHEVRON CORP NEWCVX13,806$2.0M0.16%
55MATADOR RES COMTDR32,771$1.8M0.15%
56VISA INCV5,696$1.8M0.14%
57JPMORGAN CHASE & CO.VYLD7,506$1.8M0.14%
58ABBOTT LABSABLZF15,103$1.7M0.14%
59HOME DEPOT INCHD4,183$1.6M0.13%
60SPDR S&P 500 ETF TRSPY2,562$1.5M0.12%
61VANGUARD INDEX FDS9229087448,044$1.4M0.11%
62ABBVIE INCABBV7,517$1.3M0.11%
63WALMART INCWMT14,722$1.3M0.11%
64ORACLE CORPORCL-PD7,966$1.3M0.11%
65TRANSDIGM GROUP INCTDG1,039$1.3M0.11%
66RTX CORPORATIONRTX10,509$1.2M0.10%
67ELI LILLY & COLLY1,569$1.2M0.10%
68CATERPILLAR INCCAT3,299$1.2M0.10%
69ENTERGY CORP NEWENO14,873$1.1M0.09%
70ENTERPRISE PRODS PARTNERS L29379210735,720$1.1M0.09%
71ISHARES TR4642872001,864$1.1M0.09%
72EMERSON ELEC COEMR8,706$1.1M0.09%