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Home > Institutional Investor > Concorde Financial Corp > Profile

Instuitional Investor - Concorde Financial Corp

Fund Profile
Filing Period:
Fund Name: Concorde Financial Corp
Portfolio Value $124,148,575
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 29,367 $9,612,568 7.74%
2.
Energy Transfer Lp
 ET 410,387 $7,846,592 6.32%
3.
Exxon Mobil Corp
 XOM 55,952 $7,649,536 6.16%
4.
Johnson & Johnson
 JNJ 27,510 $6,986,652 5.63%
5.
Amazon Com Inc
 AMZN 29,261 $6,973,825 5.62%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.