Concorde Financial Corp — 13F Holdings & Portfolio

CIK 1911822 · latest 13F-HR filed 2026-05-15

Concorde Financial Corp manages $127.3M in 13F-reported U.S. long-equity assets across 26 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are XOM (7.44%), OXY (7.08%), JPM (6.80%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 8, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$127.3M

Long-equity book

Holdings

26

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −1 / ↑8 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • OCCIDENTAL PETE CORP$2.9M +46.8%
  • EXXON MOBIL CORP$1.4M +18.0%
  • DIAMONDBACK ENERGY INC$1.2M +20.3%
  • TJX COS INC NEW$505.4K +8.5%
  • ENERGY TRANSFER L P$471.7K +6.4%
Show all 8

Top Trims

  • ABBVIE INC-$1.1M -16.2%
  • AMAZON COM INC-$764.9K -11.2%
  • HUBBELL INC-$535.5K -12.4%
  • LOWES COS INC-$520.4K -14.0%
  • JPMORGAN CHASE & CO-$500.0K -5.5%
Show all 9

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • WARNER BROS DISCOVERY INC$4.2M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EXXON MOBIL CORP XOM 30231G102 $9.5M 7.44% 55,858 SH
2 OCCIDENTAL PETE CORP OXY 674599105 $9.0M 7.08% 138,162 SH
3 JPMORGAN CHASE & CO JPM 46625H100 $8.7M 6.80% 29,446 SH
4 ENERGY TRANSFER L P ET 29273V100 $7.9M 6.18% 407,522 SH
5 EXPAND ENERGY CORPORATION EXE 165167735 $7.7M 6.01% 69,761 SH
6 DIAMONDBACK ENERGY INC FANG 25278X109 $7.1M 5.60% 36,069 SH
7 JOHNSON & JOHNSON JNJ 478160104 $6.5M 5.07% 26,424 SH
8 TJX COS INC NEW TJX 872540109 $6.4M 5.05% 40,232 SH
9 AMAZON COM INC AMZN 023135106 $6.0M 4.75% 29,041 SH
10 ABBVIE INC ABBV 00287Y109 $5.9M 4.64% 27,153 SH
11 CHUBB LTD SWITZ CB H1467J104 $5.8M 4.57% 17,807 SH
12 BUNGE GLOBAL SA BG H11356104 $5.0M 3.91% 39,126 SH
13 MICROSOFT CORP MSFT 594918104 $4.6M 3.58% 12,312 SH
14 FIRST INDL RLTY TR INC FR 32054K103 $4.1M 3.20% 69,903 SH
15 CISCO SYS INC CSCO 17275R102 $3.9M 3.09% 50,702 SH
16 HUBBELL INC HUBB 443510607 $3.8M 2.97% 7,711 SH
17 HERSHEY CO HSY 427866108 $3.7M 2.87% 17,594 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.6M 2.84% 7,554 SH
19 MARTIN MARIETTA MATLS INC MLM 573284106 $3.5M 2.71% 5,869 SH
20 LOWES COS INC LOW 548661107 $3.2M 2.50% 13,487 SH
21 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $3.2M 2.48% 40,051 SH
22 LOUISIANA PAC CORP LPX 546347105 $2.8M 2.18% 38,105 SH
23 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $2.6M 2.01% 46,020 SH
24 NORTHROP GRUMMAN CORP NOC 666807102 $2.2M 1.73% 3,234 SH
25 SPDR SERIES TRUST XOP 78468R556 $629.5K 0.49% 3,462 SH
26 SPDR SERIES TRUST XES 78468R549 $299.1K 0.23% 2,571 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $127.3M 26 0001420506-26-001090
2025-12-31 2026-02-17 $129.0M 27 0001420506-26-000485
2025-09-30 2025-11-14 $180.4M 36 0001420506-25-003268