Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CORDA INVESTMENT MANAGEMENT LLC 02-12-2024 12-31-2023 62 1,191,124,042
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CME GROUP INC COM 1 $49,241,001 233,813 0.00 0.00 -6,816 -2.83 12-31-2023
PEPSICO INC COM 2 $45,473,235 267,742 0.00 0.00 12,792 5.02 12-31-2023
DEERE & CO COM 3 $45,421,550 113,591 0.00 0.00 -3,809 -3.24 12-31-2023
SCHWAB CHARLES CORP COM 4 $44,898,738 652,598 0.00 0.00 -7,288 -1.10 12-31-2023
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