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Home > Institutional Investor > Corda Investment Management, Llc. > Profile

Instuitional Investor - Corda Investment Management, Llc.

Fund Profile
Filing Period:
Fund Name: Corda Investment Management, Llc.
Portfolio Value $1,518,918,808
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bank Of New York Mellon Corp
 BNY 501,001 $72,459,745 4.77%
2.
Alphabet Inc.
 GOOGL 202,580 $69,703,623 4.59%
3.
Apple Inc.
 AAPL 180,776 $60,202,159 3.96%
4.
Merck & Co. Inc.
 MRK 412,866 $59,993,493 3.95%
5.
Welltower Inc.
 WELL 254,412 $58,575,863 3.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.