# EDGAR Filing Document

**Accession Number:** 0001545812
**File Stem:** 0001545812-25-000007
**Filing Date:** 2025-10
**Character Count:** 12632
**Document Hash:** 05eb710800162dfd8c6d01905272fadb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001545812-25-000007.hdr.sgml**: 20251024

**ACCESSION NUMBER**: 0001545812-25-000007

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251024

**DATE AS OF CHANGE**: 20251024

**EFFECTIVENESS DATE**: 20251024

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CORDA Investment Management, LLC.
- **CENTRAL INDEX KEY:** 0001545812

**ORGANIZATION NAME:**
- **EIN:** 461666044
- **STATE OF INCORPORATION:** TX

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14985
- **FILM NUMBER:** 251414682

**BUSINESS ADDRESS:**
- **STREET 1:** 8955 KATY FREEWAY
- **STREET 2:** SUITE 200
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77024
- **BUSINESS PHONE:** 713-439-0655

**MAIL ADDRESS:**
- **STREET 1:** 8955 KATY FREEWAY
- **STREET 2:** SUITE 200
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77024

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Barnes Bonner Castles
- **DATE OF NAME CHANGE:** 20120327

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** CORDA Investment Management LLC.<br>**Address:** 8955 KATY FREEWAY<br>SUITE 200<br>HOUSTON, TX 77024

**Form 13F File Number:** 028-14985

**CRD Number (if applicable):** 000108046

**SEC File Number (if applicable):** 801-57097

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Keith Roberts<br>**Title:** Chief Compliance Officer<br>**Phone:** 713-439-0665

**Signature, Place, and Date of Signing:**

Keith Roberts  Houston, TX  10-24-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 80

**Form 13F Information Table Value Total:** $1421670874

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 2036156 | 15202 | SH |  | SOLE |  | 0 | 0 | 15202 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 1338301 | 5780 | SH |  | SOLE |  | 0 | 0 | 5780 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 2800747 | 17311 | SH |  | SOLE |  | 0 | 0 | 17311 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 53279599 | 219167 | SH |  | SOLE |  | 0 | 0 | 219167 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 3240663 | 13306 | SH |  | SOLE |  | 0 | 0 | 13306 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 46503317 | 211793 | SH |  | SOLE |  | 0 | 0 | 211793 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 73277095 | 287779 | SH |  | SOLE |  | 0 | 0 | 287779 |
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 23180703 | 113220 | SH |  | SOLE |  | 0 | 0 | 113220 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | BBG001SCG0R3 | 20643551 | 21324 | SH |  | SOLE |  | 0 | 0 | 21324 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | BBG001S5P6Q6 | 61346646 | 563020 | SH |  | SOLE |  | 0 | 0 | 563020 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | BBG001S902J2 | 3016800 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 11318604 | 22514 | SH |  | SOLE |  | 0 | 0 | 22514 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 4995335 | 15142 | SH |  | SOLE |  | 0 | 0 | 15142 |
| CAMDEN PPTY TR | SH BEN INT | 133131102 | BBG001S5Q6V9 | 22853895 | 214028 | SH |  | SOLE |  | 0 | 0 | 214028 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 1726068 | 3617 | SH |  | SOLE |  | 0 | 0 | 3617 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 3026123 | 19487 | SH |  | SOLE |  | 0 | 0 | 19487 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 3648872 | 53330 | SH |  | SOLE |  | 0 | 0 | 53330 |
| CME GROUP INC | COM | 12572Q105 | BBG001S86547 | 59028307 | 218470 | SH |  | SOLE |  | 0 | 0 | 218470 |
| CNA FINL CORP | COM | 126117100 | BBG001S5PYX7 | 32609527 | 701884 | SH |  | SOLE |  | 0 | 0 | 701884 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 28524661 | 430106 | SH |  | SOLE |  | 0 | 0 | 430106 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | BBG001SD31G5 | 17936967 | 133192 | SH |  | SOLE |  | 0 | 0 | 133192 |
| CORNING INC | COM | 219350105 | BBG001S5RLH1 | 36873510 | 449512 | SH |  | SOLE |  | 0 | 0 | 449512 |
| COUSINS PPTYS INC | COM NEW | 222795502 | BBG001S73MB7 | 28897558 | 998533 | SH |  | SOLE |  | 0 | 0 | 998533 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 43850461 | 95898 | SH |  | SOLE |  | 0 | 0 | 95898 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | BBG001S7V596 | 14329115 | 150153 | SH |  | SOLE |  | 0 | 0 | 150153 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 16028652 | 139988 | SH |  | SOLE |  | 0 | 0 | 139988 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 1188809 | 1558 | SH |  | SOLE |  | 0 | 0 | 1558 |
| EMERSON ELEC CO | COM | 291011104 | BBG001S5QVT7 | 1176947 | 8972 | SH |  | SOLE |  | 0 | 0 | 8972 |
| ENTERGY CORP NEW | COM | 29364G103 | BBG001S67KF5 | 1391606 | 14933 | SH |  | SOLE |  | 0 | 0 | 14933 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG001S9P0Z1 | 1261265 | 40335 | SH |  | SOLE |  | 0 | 0 | 40335 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 5022987 | 44550 | SH |  | SOLE |  | 0 | 0 | 44550 |
| GALAXY DIGITAL INC. | CL A | 36317J209 | BBG0120SWLT9 | 1786859 | 52850 | SH |  | SOLE |  | 0 | 0 | 52850 |
| HERSHEY CO | COM | 427866108 | BBG001S5S148 | 21276157 | 113746 | SH |  | SOLE |  | 0 | 0 | 113746 |
| HIGHWOODS PPTYS INC | COM | 431284108 | BBG001S7X2X4 | 32689659 | 1027331 | SH |  | SOLE |  | 0 | 0 | 1027331 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 1729284 | 4268 | SH |  | SOLE |  | 0 | 0 | 4268 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 20841881 | 99011 | SH |  | SOLE |  | 0 | 0 | 99011 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 1220564 | 4326 | SH |  | SOLE |  | 0 | 0 | 4326 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 1016033 | 5356 | SH |  | SOLE |  | 0 | 0 | 5356 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | BBG01KYQ6QS5 | 1731730 | 26642 | SH |  | SOLE |  | 0 | 0 | 26642 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 39863124 | 214988 | SH |  | SOLE |  | 0 | 0 | 214988 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 1841233 | 5837 | SH |  | SOLE |  | 0 | 0 | 5837 |
| KRAFT HEINZ CO | COM | 500754106 | BBG005CPNTR1 | 19361131 | 743515 | SH |  | SOLE |  | 0 | 0 | 743515 |
| LEVI STRAUSS  CO NEW | CL A COM STK | 52736R102 | BBG001S9NVN8 | 15537730 | 666855 | SH |  | SOLE |  | 0 | 0 | 666855 |
| MATADOR RES CO | COM | 576485205 | BBG001T3L5S4 | 1472405 | 32771 | SH |  | SOLE |  | 0 | 0 | 32771 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 26503431 | 87214 | SH |  | SOLE |  | 0 | 0 | 87214 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 24881759 | 261253 | SH |  | SOLE |  | 0 | 0 | 261253 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 36952932 | 440283 | SH |  | SOLE |  | 0 | 0 | 440283 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 2517246 | 3428 | SH |  | SOLE |  | 0 | 0 | 3428 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 13323150 | 25723 | SH |  | SOLE |  | 0 | 0 | 25723 |
| MONDELEZ INTL INC | CL A | 609207105 | BBG001SHHZJ3 | 36117354 | 578155 | SH |  | SOLE |  | 0 | 0 | 578155 |
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 12037270 | 172627 | SH |  | SOLE |  | 0 | 0 | 172627 |
| NUTRIEN LTD | COM | 67077M108 | BBG00JM9SM69 | 31787766 | 541437 | SH |  | SOLE |  | 0 | 0 | 541437 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 14646291 | 78499 | SH |  | SOLE |  | 0 | 0 | 78499 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 2233358 | 7941 | SH |  | SOLE |  | 0 | 0 | 7941 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 42183460 | 300366 | SH |  | SOLE |  | 0 | 0 | 300366 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 29690667 | 1165254 | SH |  | SOLE |  | 0 | 0 | 1165254 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 34301930 | 223247 | SH |  | SOLE |  | 0 | 0 | 223247 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 4069913 | 24464 | SH |  | SOLE |  | 0 | 0 | 24464 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 1721487 | 10288 | SH |  | SOLE |  | 0 | 0 | 10288 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG001S5VXD4 | 55748556 | 583938 | SH |  | SOLE |  | 0 | 0 | 583938 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 2120340 | 77668 | SH |  | SOLE |  | 0 | 0 | 77668 |
| SHERWIN WILLIAMS CO | COM | 824348106 | BBG001S5W2F9 | 2238571 | 6465 | SH |  | SOLE |  | 0 | 0 | 6465 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | BBG001S77WM9 | 39184356 | 208794 | SH |  | SOLE |  | 0 | 0 | 208794 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | BBG001SRXRJ1 | 1208561 | 28244 | SH |  | SOLE |  | 0 | 0 | 28244 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 2172198 | 3261 | SH |  | SOLE |  | 0 | 0 | 3261 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 | BBG001SG4284 | 2945935 | 53243 | SH |  | SOLE |  | 0 | 0 | 53243 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 2629629 | 5913 | SH |  | SOLE |  | 0 | 0 | 5913 |
| TRANSDIGM GROUP INC | COM | 893641100 | BBG001SPV1C1 | 1370741 | 1040 | SH |  | SOLE |  | 0 | 0 | 1040 |
| UNILEVER PLC | SPON ADR NEW | 904767704 | BBG001S5X1K4 | 47498605 | 801259 | SH |  | SOLE |  | 0 | 0 | 801259 |
| US BANCORP DEL | COM NEW | 902973304 | BBG001S6T8C1 | 45580481 | 943109 | SH |  | SOLE |  | 0 | 0 | 943109 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 16459411 | 26878 | SH |  | SOLE |  | 0 | 0 | 26878 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 1197821 | 3650 | SH |  | SOLE |  | 0 | 0 | 3650 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 1195568 | 6411 | SH |  | SOLE |  | 0 | 0 | 6411 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 2157412 | 30229 | SH |  | SOLE |  | 0 | 0 | 30229 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 4330210 | 20067 | SH |  | SOLE |  | 0 | 0 | 20067 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 4631590 | 32860 | SH |  | SOLE |  | 0 | 0 | 32860 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 34842925 | 792786 | SH |  | SOLE |  | 0 | 0 | 792786 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 1941957 | 5689 | SH |  | SOLE |  | 0 | 0 | 5689 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 1443357 | 14005 | SH |  | SOLE |  | 0 | 0 | 14005 |
| WELLTOWER INC | COM | 95040Q104 | BBG001S5RTQ4 | 51083999 | 286763 | SH |  | SOLE |  | 0 | 0 | 286763 |

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