Top 26 Concorde Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 7.44% | 55.9K | $9.5M | -0.03%(-17) | $107.42(+47.01%) | 2026-03-31 | |
| OXY | OCCIDENTAL PETE CORP | 7.08% | 138.2K | $9.0M | +1.78%(+2.42K) | $54.12(+10.17%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 6.8% | 29.4K | $8.7M | +1.19%(+347) | $161.67(+84.21%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 6.18% | 407.5K | $7.9M | +1.47%(+5.92K) | $13.94(+44.54%) | 2026-03-31 | |
| EXE | EXPAND ENERGY CORPORATION | 6.01% | 69.8K | $7.7M | +1.64%(+1.13K) | $83.69(+15.54%) | 2026-03-31 | |
| FANG | DIAMONDBACK ENERGY INC | 5.6% | 36.1K | $7.1M | -0.89%(-325) | $174.70(+16.52%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 5.07% | 26.4K | $6.5M | +1.45%(+377) | $154.45(+46.79%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 5.05% | 40.2K | $6.4M | +3.36%(+1.31K) | $105.28(+40.03%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.75% | 29.0K | $6.0M | +1.71%(+489) | $145.76(+81.22%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.64% | 27.2K | $5.9M | -13.00%(-4.06K) | $147.26(+42.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.95% | +55.91% |
| Top 20 Holdings Unweighted | +15.86% | +55.53% |
Sign up free to track Concorde Financial Corp, compare funds side by side, and get alerts the moment positions change.