Corda Investment Management, LLC.
CORDA Investment Management, LLC is a registered investment adviser based in Houston, Texas. Founded in 1999, the firm is primarily owned by Bonner C. Barnes. The company provides advisory services, including portfolio management, financial planning, pension consulting, tax preparation, and estate planning to retail and institutional investors. With 31 employees, CORDA serves individuals, families, and pension plans, focusing on delivering personalized wealth management and investment solutions.
Investment Strategy
CORDA Investment Management, LLC offers discretionary portfolio management, focusing on diversified holdings across equities, bonds, ETFs, and other securities. The firm provides tailored investment solutions guided by client objectives and constraints, emphasizing ongoing monitoring and a long-term perspective. Their offerings also include financial planning, tax, and estate services, with investment decisions made in clients' best interests. They advise on equity securities, corporate and government bonds, REITs, ETFs, and specialized partnerships, aiming for capital preservation and growth through disciplined, research-driven methodologies.
Latest 13F Filing Activity
Corda Investment Management, LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $1B. The fund increased holdings in Applied Matls Inc., Apple Inc., Asml Holding N V among other positions. Corda Investment Management, LLC. reduced exposure to Kenvue Inc., Procter and Gamble Co., Merck & Co. Inc. among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CME | CME GROUP INC | 4.50% | $61.2M | 221,934 | $128.42 | $275.62 | +$1.1M |
B BK | BANK NEW YORK MELLON CORP | 4.43% | $60.2M | 660,389 | $39.65 | $91.11 | +$3.0M |
A AAPL | APPLE INC | 4.34% | $59.0M | 287,356 | $102.58 | $205.17 | +$16.9M |
S SCHW | SCHWAB CHARLES CORP | 4.00% | $54.4M | 596,666 | $47.15 | $91.24 | +$6.8M |
D DE | DEERE & CO | 3.63% | $49.4M | 97,109 | $90.12 | $508.49 | +$2.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Management and Trading | Houston, TX , United States | |
 | Portfolio Manager | Houston, TX , United States | |
 | Investment Professional | Wilmington, DE , United States | |
 | President, Chief Investment Officer | Houston, TX , United States |