Concorde Financial Corp: 13F holdings
CIK 19118222026Q2
| Positions | 26 |
|---|---|
| Reported value | $124.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JPM JPMORGAN CHASE & CO | 29,367 | $9.6m | 7.7% |
| ET ENERGY TRANSFER L P | 410,387 | $7.8m | 6.3% |
| EXXON MOBIL CORP | 55,952 | $7.6m | 6.2% |
| JNJ JOHNSON & JOHNSON | 27,510 | $7.0m | 5.6% |
| AMZN AMAZON COM INC | 29,261 | $7.0m | 5.6% |
| ABBV ABBVIE INC | 27,358 | $6.9m | 5.5% |
| OXY OCCIDENTAL PETE CORP | 135,775 | $6.6m | 5.3% |
| EXE EXPAND ENERGY CORPORATION | 70,261 | $6.4m | 5.2% |
| FANG DIAMONDBACK ENERGY INC | 35,915 | $6.3m | 5.1% |
| CHUBB LIMITED | 17,772 | $6.1m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911822")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.