Concorde Financial Corp Top Holdings and 13F Report (2026) About Concorde Financial CorpInvestment ActivityConcorde Financial Corp has $127.34 million in total holdings as of March 31, 2026.Concorde Financial Corp owns shares of 26 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.20% of the portfolio was purchased this quarter.About 4.91% of the portfolio was sold this quarter.This quarter, Concorde Financial Corp has purchased 27 new stocks and bought additional shares in 16 stocks.Concorde Financial Corp sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings ExxonMobil $9,476,590Occidental Petroleum $9,016,568JPMorgan Chase & Co. $8,661,717Energy Transfer $7,865,178EXPAND ENERGY CORPORATION $7,658,257 Largest Purchases this Quarter TJX Companies 1,306 shares (about $208.56K)Louisiana-Pacific 2,231 shares (about $162.30K)Occidental Petroleum 2,420 shares (about $157.93K)EXPAND ENERGY CORPORATION 1,127 shares (about $123.72K)Energy Transfer 5,923 shares (about $114.31K) Largest Sales this Quarter AbbVie 4,059 shares (about $882.78K)Hubbell 861 shares (about $422.47K)First Industrial Realty Trust 7,119 shares (about $415.39K)BUNGE GLOBAL SA 2,001 shares (about $254.52K)Diamondback Energy 325 shares (about $64.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofConcorde Financial Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXOMExxonMobil$9,476,590$2,884 â–¼0.0%55,8587.4%EnergyOXYOccidental Petroleum$9,016,568$157,931 â–²1.8%138,1627.1%EnergyJPMJPMorgan Chase & Co.$8,661,717$102,072 â–²1.2%29,4466.8%FinanceETEnergy Transfer$7,865,178$114,314 â–²1.5%407,5226.2%EnergyEXPAND ENERGY CORPORATION$7,658,257$123,720 â–²1.6%69,7616.0%COMFANGDiamondback Energy$7,134,086$64,282 â–¼-0.9%36,0695.6%EnergyJNJJohnson & Johnson$6,459,026$92,153 â–²1.4%26,4245.1%MedicalTJXTJX Companies$6,424,897$208,563 â–²3.4%40,2325.0%Retail/WholesaleAMZNAmazon.com$6,048,163$101,841 â–²1.7%29,0414.7%Retail/WholesaleABBVAbbVie$5,905,401$882,776 â–¼-13.0%27,1534.6%MedicalCBChubb$5,820,623$45,435 â–¼-0.8%17,8074.6%FinanceBUNGE GLOBAL SA$4,976,702$254,521 â–¼-4.9%39,1263.9%COM SHSMSFTMicrosoft$4,557,217$85,133 â–²1.9%12,3123.6%Computer and TechnologyFRFirst Industrial Realty Trust$4,078,787$415,388 â–¼-9.2%69,9033.2%FinanceCSCOCisco Systems$3,933,967$80,383 â–²2.1%50,7023.1%Computer and TechnologyHUBBHubbell$3,783,606$422,472 â–¼-10.0%7,7113.0%IndustrialsHSYHershey$3,657,475$60,286 â–²1.7%17,5942.9%Consumer StaplesBRK.BBerkshire Hathaway$3,619,877$87,214 â–²2.5%7,5542.8%FinanceMLMMartin Marietta Materials$3,454,079$12,948 â–²0.4%5,8692.7%ConstructionLOWLowe's Companies$3,186,3990.0%13,4872.5%Retail/WholesaleCPCanadian Pacific Kansas City$3,156,913$62,427 â–²2.0%40,0512.5%TransportationLPXLouisiana-Pacific$2,772,040$162,299 â–²6.2%38,1052.2%ConstructionJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,554,974$39,363 â–²1.6%46,0202.0%ETFNOCNorthrop Grumman$2,206,019$38,199 â–²1.8%3,2341.7%AerospaceXOPSPDR S&P Oil & Gas Exploration & Production ETF$629,4950.0%3,4620.5%ETFXESSPDR S&P Oil & Gas Equipment & Services ETF$299,0840.0%2,5710.2%ETFWBDWarner Bros. Discovery$0$4,164,244 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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