Concorde Financial Corp Portfolio Holdings

Concorde Financial Corp

  • $166 Million
  • Q3 2025

Concorde Financial Corp has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $166 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold Trust with a value of $18.3M, Texas Pacific Land Corp with a value of $13.2M, Jpmorgan Chase & CO with a value of $9.38M, Black Stone Minerals, L.P. with a value of $8.63M, and Abb Vie Inc. with a value of $7.36M.

Examining the 13F form we can see an increase of $9.99M in the current position value, from $156M to 166M.

Concorde Financial Corp is based out at Dallas, TX

Below you can find more details about Concorde Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
Energy: $52.2 Million
Financial Services: $35.1 Million
Consumer Cyclical: $15.6 Million
Healthcare: $12.8 Million
ETFs: $11 Million
Basic Materials: $9.83 Million
Industrials: $8.88 Million
Technology: $8.74 Million
Other: $12.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $166 Million
  • Prior Value $156 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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