account_balance

Investment manager · 13F filer · SEC CIK 1911822

Concorde Financial Corp

Reported value$124Mas of Jun 30, 2026
Positions26 0 new, 0 sold out
Top 10 weight57.5%JPM alone is 8%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JPM JPMorgan Chase & Co 7.7% HeldET Energy Transfer LP 6.3% HeldXOM ExxonMobil Holdings Corp 6.2% HeldJNJ Johnson & Johnson 5.6% Added +4%AMZN Amazon.com Inc 5.6% HeldABBV AbbVie Inc. 5.5% HeldOXY Occidental Petroleum Corp 5.3% HeldEXE Expand Energy Corp 5.2% HeldFANG Diamondback Energy, Inc. 5.1% HeldCB Chubb Ltd 4.9% HeldTJX TJX Companies Inc 4.9% HeldMSFT Microsoft Corp 3.7% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist