Corsicana & Co. Portfolio Stock Holdings

Corsicana & Co. disclosed 309 stock positions valued at approximately $206.4 million in its latest SEC 13F filing. The largest holdings include iShares Russell 2000 ETF, State Street SPDR S&P Mid-Cap 400 ETF Trust, and NVIDIA Corp. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.

Report Period
June 30, 2026
No. of Stocks
309
Portfolio Value
$206.4M
Holdings by Sector
Corsicana & Co. Portfolio Holdings in Q2 2026

301 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares Russell 2000 ETFIWMOther6.49%44,565-2,913-6.14%$13,389,554
State Street SPDR S&P Mid-Cap 400 ETF TrustMDYOther6.14%18,003-1,151-6.01%$12,662,230
NVIDIA CorpNVDATechnology5.48%56,479-8,411-12.96%$11,300,883
Apple IncAAPLTechnology4.51%32,175+692+2.20%$9,310,158
SPDR S&P Dividend ETFSDYOther4.24%57,496-1,514-2.57%$8,749,741
State Street Technology Select Sector SPDR ETFXLKOther4.01%43,444+20,549+89.75%$8,276,951
State Street SPDR S&P 500 ETF TrustSPYOther3.95%10,923-1,132-9.39%$8,156,969
Microsoft CorporationMSFTTechnology2.58%14,281+826+6.14%$5,327,099
iShares Morningstar Growth ETFILCGOther2.57%45,287+4,152+10.09%$5,299,485
iShares Core S&P 500 ETFIVVOther2.42%6,669+230+3.57%$4,994,347
Texas Instruments IncTXNTechnology2.38%16,494+701+4.44%$4,916,367
UDR IncUDRReal Estate2.14%110,713--$4,419,663
Johnson & JohnsonJNJHealthcare1.83%14,904+305+2.09%$3,785,169
Exxon Mobil CorpXOMEnergy1.80%27,205-1,311-4.60%$3,719,468
iShares Core MSCI EAFE ETFIEFAOther1.78%37,955+1,130+3.07%$3,665,694
iShares MSCI EAFE Min Vol Factor ETFEFAVOther1.61%37,774-220-0.58%$3,313,158
State Street Financial Select Sector SPDR ETFXLFOther1.59%61,069+35+0.06%$3,273,909
SPDR Portfolio S&P 500 ETFSPLGOther1.58%37,177+16,522+79.99%$3,267,115
Costco Wholesale CpCOSTConsumer Defensive1.56%3,445-62-1.77%$3,222,694
Home Depot IncHDConsumer Cyclical1.53%8,942+172+1.96%$3,153,665
ABBVIE IncABBVHealthcare1.44%11,827+425+3.73%$2,976,146
iShares Core S&P Mid-Cap ETFIJHOther1.41%37,774+4,615+13.92%$2,912,753
Visa Inc Class AVFinancial Services1.32%7,912+584+7.97%$2,714,528
iShares Core MSCI Emerging Markets ETFIEMGOther1.21%30,193-934-3.00%$2,501,188
RTX CorporationRTXIndustrials1.21%13,139+360+2.82%$2,492,862
Air Products & Chemicals IncAPDBasic Materials1.15%8,086+507+6.69%$2,370,653
JP Morgan Chase & Co ComJPMFinancial Services1.13%7,096+390+5.82%$2,322,734
Texas Pacific Land CorporationTPLEnergy1.08%5,070+3,380+200.00%$2,218,835
Quanta Services IncPWRIndustrials1.07%3,065+110+3.72%$2,206,923
Valero Energy CorpVLOEnergy1.03%8,132-565-6.50%$2,117,898
Union Pacific CorpUNPIndustrials0.97%7,330+318+4.54%$1,993,760
The Travelers CompaniesTRVFinancial Services0.96%6,024+315+5.52%$1,988,643
NextEra Energy CommonNEEUtilities0.90%21,106+415+2.01%$1,852,474
Vanguard Communications ServicesVOXOther0.87%9,740+375+4.00%$1,791,673
iShares Core S&P Small-Cap ETFIJROther0.85%11,887+555+4.90%$1,762,961
Cummins IncCMIIndustrials0.85%2,464--$1,757,349
Amazon Com IncAMZNConsumer Cyclical0.85%7,325+1,305+21.68%$1,745,841
Stryker CorpSYKHealthcare0.80%5,219+371+7.65%$1,643,150
Chevron CorpCVXEnergy0.76%9,417-5-0.05%$1,560,962
Alphabet, Inc. Class CGOOGCommunication Services0.74%4,313+988+29.71%$1,523,912
Walmart Inc.WMTConsumer Defensive0.74%13,454+5,090+60.86%$1,523,800
Procter & Gamble CoPGConsumer Defensive0.72%10,179+805+8.59%$1,492,649
State Street Consumer Discretionary Select Sector SPDR ETFXLYOther0.66%11,530+5,805+101.40%$1,352,238
Vanguard Small-Cap ETFVBOther0.65%4,432+521+13.32%$1,343,428
Phillips 66 New ComPSXEnergy0.55%6,692-295-4.22%$1,131,283
State Street Real Estate Select Sector SPDR ETFXLREOther0.53%24,982+1,792+7.73%$1,099,957
Energy Transfer L.P.ETEnergy0.47%51,240+400+0.79%$979,709
Pilgrims Pride CorporationPPCConsumer Defensive0.46%34,000--$955,740
Pepsico IncPEPConsumer Defensive0.45%6,820+290+4.44%$923,428
Invesco QQQ Trust, Series 1QQQOther0.43%1,200--$883,680
Qualcomm IncQCOMTechnology0.43%4,766+70+1.49%$880,709
Duke Energy Corp NewDUKUtilities0.41%6,703+703+11.72%$848,466
UnitedHealth Group IncUNHHealthcare0.40%1,996+1,973+8578.26%$829,597
Berkshire HathawayBRK-AFinancial Services0.36%1--$748,850
Verizon CommunicationVZCommunication Services0.36%17,421-6,115-25.98%$737,605
Becton Dickinson & CoBDXHealthcare0.35%4,814+1,014+26.68%$728,503
Meta Platforms, INC.METACommunication Services0.35%1,293+1,210+1457.83%$728,334
Kimberly-Clark CorporationKMBConsumer Defensive0.34%6,479+1,633+33.70%$711,200
Honeywell International IncHONIndustrials0.34%3,001+2,950+5784.31%$696,862
Berkshire Hathaway Inc DelBRK-BFinancial Services0.33%1,366-185-11.93%$683,533
Kinder Morgan IncKMIEnergy0.32%20,865--$667,054
Flexshares Quality Dividend ETF Index FundQDFOther0.32%7,362+7,362+100.00%$661,991
Fifth Third Bancorp FITBFinancial Services0.31%11,330+8,560+309.03%$638,672
Intel CorpINTCTechnology0.28%4,125--$575,974
Micron Technology IncMUTechnology0.27%474--$547,133
CVS Health Corp ComCVSHealthcare0.24%4,700-245-4.95%$486,215
Enterprise Prods Partners LP ComEPDEnergy0.22%12,355+1,355+12.32%$454,170
Nike Inc Class BNKEConsumer Cyclical0.21%10,567-78-0.73%$433,775
Martin Marietta Matls Inc. ComMLMBasic Materials0.20%700--$403,690
Boeing CompanyBAIndustrials0.19%1,767+230+14.96%$382,502
BP PLCBPEnergy0.18%10,296-300-2.83%$380,437
Corning IncGLWTechnology0.18%1,450--$370,374
Merck & Co Inc NewMRKHealthcare0.17%2,665-1,039-28.05%$342,453
Target CorpTGTConsumer Defensive0.16%2,585+62+2.46%$337,627
The Williams Companies, Inc.WMBEnergy0.16%4,530--$336,760
Caterpillar IncCATIndustrials0.16%309+220+247.19%$329,054
Avantis Emerging Markets Equity ETFAVEMOther0.15%3,292+3,292+100.00%$317,645
Netflix, IncNFLXCommunication Services0.15%4,425+4,411+31507.14%$315,945
Block IncSQTechnology0.15%4,065+1,426+54.04%$308,940
Waste Management Inc DelWMIndustrials0.14%1,277+65+5.36%$284,618
GE AerospaceGEIndustrials0.14%756+70+10.20%$282,540
Vanguard Whitehall FDS Intl Dividend Appreciation ETFVIGIOther0.13%2,966+2,966+100.00%$276,965
Eli Lilly & CoLLYHealthcare0.13%228--$273,470
Southern CoSOUtilities0.13%2,820-100-3.42%$269,902
Advanced Micro Devices, Inc.AMDTechnology0.13%452+280+162.79%$262,571
Coca Cola CorpKOConsumer Defensive0.12%3,076+570+22.75%$249,987
McDonalds CorpMCDConsumer Cyclical0.12%901+20+2.27%$243,549
Zoetis Inc ZTSHealthcare0.11%3,244-685-17.43%$233,114
United Parcel Service IncUPSIndustrials0.11%2,125-4,296-66.91%$228,438
Fedex Corp ComFDXIndustrials0.11%722+11+1.55%$226,080
iShares MSCI EAFE ETFEFAOther0.11%2,129--$221,161
Waters CorporationWATHealthcare0.10%566+566+100.00%$212,273
Dimensional ETF Tr Intl Vale ETF DFIVOther0.10%3,825+3,825+100.00%$206,627
State Street Industrial Select Sector SPDR ETFXLIOther0.10%1,115--$206,531
iShares Core S&P Total US Stock Market ETFITOTOther0.10%1,224-38-3.01%$201,066
GE Vernova IncGEVUtilities0.10%169--$198,551
iShares Core Total USD Bond Market ETFIUSBOther0.10%4,275-312-6.80%$197,291
Cisco Systems IncCSCOTechnology0.09%1,500-100-6.25%$176,190
State Street Health Care Select Sector SPDR ETFXLVOther0.08%1,100-500-31.25%$174,526
Fidelity Enhanced International ETFFENIOther0.08%3,907+3,907+100.00%$156,788