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Home > Institutional Investor > Concord Asset Management Llc > Profile

Instuitional Investor - Concord Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Concord Asset Management Llc
Portfolio Value $265,000,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Small Cap Value Fund
 149,392 $15,801,000 5.47%
2.
Lowe's Companies
 LOW 195,764 $13,469,000 4.66%
3.
Berkshire Hathaway Class B
 BRK-B 77,339 $11,612,000 4.02%
4.
Union Pacific Corp.
 UNP 95,164 $11,337,000 3.93%
5.
United Technologies Corp
 UTX 153,187.545 $11,087,000 3.84%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)