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Home > Institutional Investor > Concord Investment Counsel Inc. > Profile

Instuitional Investor - Concord Investment Counsel Inc.

Fund Profile
Filing Period:
Fund Name: Concord Investment Counsel Inc.
Portfolio Value $296,967,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 195,095 $34,024,610 11.46%
2.
Sector Spdr Trust
 XLE 137,560 $22,247,589 7.49%
3.
Amazon Com Inc
 AMZN 105,322 $21,935,413 7.39%
4.
Apple Inc.
 AAPL 78,439 $19,906,917 6.7%
5.
Alphabet Inc.
 GOOGL 64,485 $18,543,350 6.24%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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