Holdings

Concorde Financial Corp

As of Jun 30, 2026, Concorde Financial Corp reported 21 positions worth US$110M. Largest: Jp Morgan Chase & Co., Energy Transfer Lp and Exxon Mobil Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Jp Morgan Chase & Co.29,367US$9.61M−79Jun 30, 2026
Energy Transfer Lp410KUS$7.85M+2,865Jun 30, 2026
Exxon Mobil Corporation55,952US$7.65M+94Jun 30, 2026
Johnson & Johnson27,510US$6.99M+1,086Jun 30, 2026
Amazon.com, Inc.29,261US$6.97M+220Jun 30, 2026
Abbvie Inc.27,358US$6.88M+205Jun 30, 2026
Occidental Petroleum Corporation136KUS$6.63M−2,387Jun 30, 2026
Expand Energy Corporation70,261US$6.41M+500Jun 30, 2026
Diamondback Energy, Inc.35,915US$6.31M−154Jun 30, 2026
Tjx Companies, Inc. (the)40,009US$6.06M−223Jun 30, 2026