Corsicana & Co.
Annual return '25
+37.7%
SPY '25
+17.7%
Alpha
+20.0ptsvs SPY
Invested
$315.8M
Holdings
275
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MDY
State Street SPDR S&P Mid-Cap 400 ETF Trust
Held since at least Q1 2024
6.5%
02
$IWM
iShares Russell 2000 ETF
Held since at least Q1 2024
6.0%
03
$SDY
SPDR S&P Dividend ETF
Held since at least Q1 2024
5.1%
04
$NVDA
NVIDIA Corp
Q1 2026: Sold 5.8% (27.0k → 25.5k shares)
4.5%
05
$AAPL
Apple Inc
Q1 2026: Sold 2.0% (37.5k → 36.7k shares)
4.4%
06
$SPY
State Street SPDR S&P 500 ETF Trust
Held since at least Q1 2024
4.3%
07
$MSFT
Microsoft Corporation
Q1 2026: Sold 1.9% (24.1k → 23.6k shares)
3.2%
08
$UDR
UDR Inc
Held since at least Q1 2024
3.2%
09
$XLK
State Street Technology Select Sector SPDR ETF
Held since at least Q1 2024
3.0%
10
$IVV
iShares Core S&P 500 ETF
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:26 UTC.