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Concorde Financial Corp.
Concorde Financial Corp, operating as Concorde Investment Management, is a Dallas, Texas-based SEC-registered investment adviser. Founded with a client-centric and fiduciary approach, the firm provides conflict-free, personalized portfolio management and financial advice. With a focus on high-touch, independent service, Concorde limits its client list to maintain high standards. Concorde also serves as the investment adviser to the Concorde Wealth Management Fund and operates affiliated entities, including a broker-dealer and insurance agency. The firm supports financial professionals and individual investors through tailored strategies backed by substantial industry experience.
Investment Strategy
Concorde Financial Corp, via Concorde Wealth Management Fund, seeks total return through both capital appreciation and current income, prioritizing the preservation of capital. Its investment approach favors diversification and ongoing risk management. Concorde implements client-specific, conflict-free strategies, leveraging extensive portfolio management expertise and delivering advice under a fiduciary standard. Investments are selected following careful market analysis with the goal of aligning to each client’s unique goals, balancing growth and income without sacrificing principal preservation.
Latest 13F Filing Activity
Concorde Financial Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $169M. The fund increased holdings in Berkshire Hathaway Inc. Del, Cisco SYS Inc., JPMorgan Chase & Co. among other positions. Concorde Financial Corp. reduced exposure to Sprott Physical Gold TR, Texas Pacific Land Corporati, Texas Instrs Inc. among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PHYS | SPROTT PHYSICAL GOLD TR | 9.31% | $15.7M | 620,923 | $14.64 | $25.35 | -$4.5M |
T TPL | TEXAS PACIFIC LAND CORPORATI | 8.76% | $14.8M | 14,021 | $426.19 | $1056.39 | -$4.0M |
J JPM | JPMORGAN CHASE & CO. | 5.24% | $8.9M | 30,547 | $169.53 | $289.91 | +$1.4M |
E EXE | EXPAND ENERGY CORPORATION | 4.93% | $8.3M | 71,264 | $82.34 | $116.94 | +$269.1K |
B BSM | BLACK STONE MINERALS L P | 4.65% | $7.9M | 601,495 | $15.30 | $13.08 | -$1.3M |
Industry Allocation
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