Long-term investor
Concord Asset Management, LLC @concordassetmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002031885).
Record
- Tracked since 2025-06-30 (441 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 6% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPDW · 5.8% · long · since 2025-06-30
- HYBL · 5.1% · long · since 2025-06-30
- SPTI · 5.1% · long · since 2025-06-30
- SPIB · 5.1% · long · since 2025-06-30
- SPSB · 5.1% · long · since 2025-06-30
- VGSH · 5.0% · long · since 2026-03-31
- SPYG · 3.8% · long · since 2025-06-30
- AVEM · 3.5% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- DWX · 1.8% · long · since 2025-06-30