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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 $146,086,026
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Trust
 PHYS 860,591 $13,709,215 9.38%
2.
Texas Pacific Land Corp
 TPL 67,851 $11,853,914 8.11%
3.
J P Morgan Exchange Traded F
 168,195 $8,488,237 5.81%
4.
Jpmorgan Chase & Co
 JPM 38,705 $6,583,651 4.5%
5.
Abbvie Inc.
 ABBV 41,488 $6,429,318 4.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)