Concorde Asset Management, LLC - Portfolio Stock Holdings
Concorde Asset Management, LLC disclosed 253 stock positions in a recent SEC 13F filing. $202,243,350 of stock holdings were filed, with the largest holdings including IVV, QQQ, and SPMO. This filing represented positions held on March 31, 2026, and was filed on June 1, 2026.We estimate the fund has a total AUM of $598,360,368 and has 76 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
253Est. Stock Holding Value:
$202,243,350Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Concorde Asset Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...