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CONCORDE FINANCIAL CORP 13F Portfolio
CONCORDE FINANCIAL CORP
Latest SEC 13F filing: 2026-06-30
CONCORDE FINANCIAL CORP runs CONCORDE FINANCIAL CORP and currently holds 26 stock positions, which is fewer than the average of 231 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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Top 5 Holdings
JPM7.7%
ET6.3%
XOM6.2%
JNJ5.6%
AMZN5.6%
Top 5: 31.5%
Portfolio Returns
1 Year
+15.78%
#0/10003 Year
+45.98%
#0/10005 Year
+50.41%
#0/1000Portfolio Value
$124.15M
Alpha Score
36.9
#0 of 1000
Holdings
26
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CONCORDE FINANCIAL CORP Current 13F Holdings
Reported holdings from CONCORDE FINANCIAL CORP's latest SEC 13F filing, ranked by portfolio weight.
26 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 JPM JPMORGAN CHASE & CO | 7.74% | $171.00 | $333.01 | +94.74% | Trimmed -0.27% |
 ET ENERGY TRANSFER L P | 6.32% | $13.92 | $20.72 | +48.85% | Added +0.70% |
 XOM EXXON MOBIL CORP | 6.16% | $103.36 | $169.01 | +63.52% | Added +0.17% |
 JNJ JOHNSON & JOHNSON | 5.63% | $155.34 | $261.49 | +68.33% | Added +4.11% |
 AMZN AMAZON COM INC | 5.62% | $147.77 | $262.43 | +77.59% | Added +0.76% |
 ABBV ABBVIE INC | 5.55% | $152.65 | $276.45 | +81.10% | Added +0.76% |
 OXY OCCIDENTAL PETE CORP | 5.34% | $49.47 | $60.10 | +21.48% | Trimmed -1.73% |
 EXE EXPAND ENERGY CORPORATION | 5.16% | $82.84 | $88.22 | +6.49% | Added +0.72% |
 FANG DIAMONDBACK ENERGY INC | 5.09% | $165.63 | $192.13 | +16.00% | Trimmed -0.43% |
 CB CHUBB LIMITED | 4.89% | $224.18 | $341.24 | +52.22% | Trimmed -0.20% |
Showing 1-10 of 26