StockDriftsStockDriftsTop 26 Concorde Financial CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 7.74% | 29.4K | $9.6M | -0.27%(-79) | $161.67(+124.60%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 6.32% | 410.4K | $7.8M | +0.70%(+2.87K) | $13.98(+48.51%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 6.16% | 56.0K | $7.6M | +0.17%(+94) | $107.50(+47.54%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 5.63% | 27.5K | $7.0M | +4.11%(+1.09K) | $158.15(+65.72%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.62% | 29.3K | $7.0M | +0.76%(+220) | $146.31(+81.21%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 5.55% | 27.4K | $6.9M | +0.75%(+205) | $147.90(+69.59%) | 2026-06-30 | |
| OXY | OCCIDENTAL PETE CORP | 5.34% | 135.8K | $6.6M | -1.73%(-2.39K) | $54.12(+6.85%) | 2026-06-30 | |
| EXE | EXPAND ENERGY CORPORATION | 5.16% | 70.3K | $6.4M | +0.72%(+500) | $83.81(+12.96%) | 2026-06-30 | |
| FANG | DIAMONDBACK ENERGY INC | 5.09% | 35.9K | $6.3M | -0.43%(-154) | $174.70(+12.96%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 4.89% | 17.8K | $6.1M | -0.20%(-35) | $217.94(+58.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.71% | +54.94% | — | — | +55.23% |
| Top 20 Holdings Unweighted | +15.65% | +54.70% | — | — | +55.47% |
Concorde Financial CORP reports $124.15M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are JPM (7.7%), ET (6.3%) and XOM (6.2%). The top 20 holdings account for 90.69% of reported assets. Its disclosed equity book has returned +54.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Concorde Financial CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911822). View Concorde Financial CORP’s 13F filings on SEC