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CONCORDE FINANCIAL CORP
CONCORDE FINANCIAL CORP
Latest filing: 2026-06-30
CONCORDE FINANCIAL CORP runs CONCORDE FINANCIAL CORP and currently holds 26 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $124.15M. Their top holdings are JPM, ET, XOM, JNJ, AMZN. The top five represent 31.5% of reported portfolio weight. CONCORDE FINANCIAL CORP ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 17 existing positions. They trimmed 7 positions. Their current best-performing preview position is CSCO with returns of +51.39%.
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26 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 JPM JPMORGAN CHASE & CO | 7.74% | $171.00 | $351.64 | +105.63% | Trimmed -0.27% |
 ET ENERGY TRANSFER L P | 6.32% | $13.92 | $21.20 | +52.26% | Added +0.70% |
 XOM EXXON MOBIL CORP | 6.16% | $103.36 | $165.11 | +59.74% | Added +0.17% |
 JNJ JOHNSON & JOHNSON | 5.63% | $155.34 | $270.30 | +74.00% | Added +4.11% |
 AMZN AMAZON COM INC | 5.62% | $147.77 | $258.63 | +75.02% | Added +0.76% |
 ABBV ABBVIE INC | 5.55% | $152.65 | $265.01 | +73.61% | Added +0.76% |
 OXY OCCIDENTAL PETE CORP | 5.34% | $49.47 | $61.30 | +23.90% | Trimmed -1.73% |
 EXE EXPAND ENERGY CORPORATION | 5.16% | $82.84 | $96.09 | +15.99% | Added +0.72% |
 FANG DIAMONDBACK ENERGY INC | 5.09% | $165.63 | $210.72 | +27.22% | Trimmed -0.43% |
 CB CHUBB LIMITED | 4.89% | $224.18 | $341.06 | +52.14% | Trimmed -0.20% |
Showing 1-10 of 26