Long-term investor
Concorde Financial Corp. @concordefinancialcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911822).
Record
- Tracked since 2025-06-30 (454 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +23.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPM · 7.7% · long · since 2025-06-30
- ET · 6.3% · long · since 2025-06-30
- XOM · 6.2% · long · since 2025-06-30
- JNJ · 5.6% · long · since 2025-06-30
- AMZN · 5.6% · long · since 2025-06-30
- ABBV · 5.5% · long · since 2025-06-30
- OXY · 5.3% · long · since 2025-06-30
- EXE · 5.2% · long · since 2025-06-30
- FANG · 5.1% · long · since 2025-06-30
- CB · 4.9% · long · since 2025-06-30
- TJX · 4.9% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30