Long-term investor
Concord Investment Counsel Inc. @concordinvestmentcounsel
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022154).
Record
- Tracked since 2024-03-31 (902 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +11.8% · 6 months n/a · 1 year n/a · all +29.0%
- Max drawdown n/a · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 10.6% · long · since 2024-03-31
- 81369Y704 · 7.0% · long · since 2024-03-31
- AMZN · 6.9% · long · since 2024-03-31
- GOOGL · 6.3% · long · since 2024-03-31
- AAPL · 6.2% · long · since 2024-03-31
- 24703L202 · 5.3% · long · since 2026-03-31
- 46090E103 · 4.2% · long · since 2024-03-31
- 464287523 · 3.8% · long · since 2024-03-31
- 81369Y506 · 3.5% · long · since 2024-03-31
- 46625H100 · 3.3% · long · since 2024-03-31
- BAC · 3.3% · long · since 2024-03-31
- META · 3.2% · long · since 2024-03-31