StockDrifts LogoStockDrifts

Concorde Financial Corp

Portfolio Manager
Concorde Financial CORP
Performance
+9.24% (2026 Q1)
AUM (13F)
$127.34M
# of Holdings
26
Performance Rank
Allocation (Top 20)
90.86%

Concorde Financial Corp Holdings Map

Top 26 Concorde Financial Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XOM
EXXON MOBIL CORP
7.44%55.9K$9.5M
-0.03%(-17)
2025-Q1: 59.1K shares2025-Q2: 59.2K shares2025-Q3: 59.8K shares2025-Q4: 55.9K shares2026-Q1: 55.9K shares
$107.42(+47.01%)
2026-03-31
OXY
OCCIDENTAL PETE CORP
7.08%138.2K$9.0M
+1.78%(+2.42K)
2025-Q1: 114.7K shares2025-Q2: 118.7K shares2025-Q3: 109.7K shares2025-Q4: 135.7K shares2026-Q1: 138.2K shares
$54.12(+10.17%)
2026-03-31
JPM
JPMORGAN CHASE & CO
6.8%29.4K$8.7M
+1.19%(+347)
2025-Q1: 30.5K shares2025-Q2: 30.5K shares2025-Q3: 29.7K shares2025-Q4: 29.1K shares2026-Q1: 29.4K shares
$161.67(+84.21%)
2026-03-31
ET
ENERGY TRANSFER L P
6.18%407.5K$7.9M
+1.47%(+5.92K)
2025-Q1: 387.6K shares2025-Q2: 389.2K shares2025-Q3: 406.5K shares2025-Q4: 401.6K shares2026-Q1: 407.5K shares
$13.94(+44.54%)
2026-03-31
EXE
EXPAND ENERGY CORPORATION
6.01%69.8K$7.7M
+1.64%(+1.13K)
2025-Q1: 72.4K shares2025-Q2: 71.3K shares2025-Q3: 69.8K shares2025-Q4: 68.6K shares2026-Q1: 69.8K shares
$83.69(+15.54%)
2026-03-31
FANG
DIAMONDBACK ENERGY INC
5.6%36.1K$7.1M
-0.89%(-325)
2025-Q1: 34.9K shares2025-Q2: 36.5K shares2025-Q3: 30.8K shares2025-Q4: 36.4K shares2026-Q1: 36.1K shares
$174.70(+16.52%)
2026-03-31
JNJ
JOHNSON & JOHNSON
5.07%26.4K$6.5M
+1.45%(+377)
2025-Q1: 29.4K shares2025-Q2: 29.2K shares2025-Q3: 29.3K shares2025-Q4: 26.0K shares2026-Q1: 26.4K shares
$154.45(+46.79%)
2026-03-31
TJX
TJX COS INC NEW
5.05%40.2K$6.4M
+3.36%(+1.31K)
2025-Q1: 42.9K shares2025-Q2: 41.8K shares2025-Q3: 40.1K shares2025-Q4: 38.9K shares2026-Q1: 40.2K shares
$105.28(+40.03%)
2026-03-31
AMZN
AMAZON COM INC
4.75%29.0K$6.0M
+1.71%(+489)
2025-Q1: 29.7K shares2025-Q2: 29.7K shares2025-Q3: 29.0K shares2025-Q4: 28.6K shares2026-Q1: 29.0K shares
$145.76(+81.22%)
2026-03-31
ABBV
ABBVIE INC
4.64%27.2K$5.9M
-13.00%(-4.06K)
2025-Q1: 32.8K shares2025-Q2: 32.7K shares2025-Q3: 31.8K shares2025-Q4: 31.2K shares2026-Q1: 27.2K shares
$147.26(+42.87%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Concorde Financial Corp, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all