Concorde Financial Corp Top Holdings and 13F Report (2026) About Concorde Financial CorpInvestment ActivityConcorde Financial Corp has $124.15 million in total holdings as of June 30, 2026.Concorde Financial Corp owns shares of 26 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 0.89% of the portfolio was purchased this quarter.About 1.73% of the portfolio was sold this quarter.This quarter, Concorde Financial Corp has purchased 26 new stocks and bought additional shares in 17 stocks.Concorde Financial Corp sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $9,612,568Energy Transfer $7,846,592ExxonMobil $7,649,536Johnson & Johnson $6,986,652Amazon.com $6,973,825 Largest Purchases this Quarter Johnson & Johnson 1,086 shares (about $275.81K)Lowe's Companies 785 shares (about $173.07K)JPMorgan Nasdaq Equity Premium Income ETF 1,278 shares (about $78.54K)Berkshire Hathaway 132 shares (about $66.05K)Energy Transfer 2,865 shares (about $54.78K) Largest Sales this Quarter Cisco Systems 16,176 shares (about $1.90M)Occidental Petroleum 2,387 shares (about $116.57K)TJX Companies 223 shares (about $33.78K)BUNGE GLOBAL SA 298 shares (about $31.80K)Diamondback Energy 154 shares (about $27.07K) 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 PortfolioSectorJPMJPMorgan Chase & Co.$9,612,568$25,859 â–¼-0.3%29,3677.7%FinanceETEnergy Transfer$7,846,592$54,779 â–²0.7%410,3876.3%EnergyXOMExxonMobil$7,649,536$12,851 â–²0.2%55,9526.2%EnergyJNJJohnson & Johnson$6,986,652$275,809 â–²4.1%27,5105.6%HealthcareAMZNAmazon.com$6,973,825$52,433 â–²0.8%29,2615.6%Consumer DiscretionaryABBVAbbVie$6,884,242$51,585 â–²0.8%27,3585.5%HealthcareOXYOccidental Petroleum$6,630,340$116,565 â–¼-1.7%135,7755.3%EnergyEXPAND ENERGY CORPORATION$6,407,006$45,594 â–²0.7%70,2615.2%COMFANGDiamondback Energy$6,313,135$27,070 â–¼-0.4%35,9155.1%EnergyCBChubb$6,073,151$11,960 â–¼-0.2%17,7724.9%FinanceTJXTJX Companies$6,061,231$33,784 â–¼-0.6%40,0094.9%Consumer DiscretionaryMSFTMicrosoft$4,643,777$51,473 â–²1.1%12,4503.7%TechnologyFRFirst Industrial Realty Trust$4,321,803$36,111 â–²0.8%70,4923.5%Real EstateBUNGE GLOBAL SA$4,144,007$31,805 â–¼-0.8%38,8283.3%COM SHSHUBBHubbell$4,075,728$41,851 â–²1.0%7,7913.3%IndustrialsCSCOCisco Systems$4,055,423$1,900,033 â–¼-31.9%34,5263.3%TechnologyBRK.BBerkshire Hathaway$3,845,998$66,051 â–²1.7%7,6863.1%FinanceCPCanadian Pacific Kansas City$3,507,206$36,826 â–²1.1%40,4762.8%IndustrialsMLMMartin Marietta Materials$3,407,435$23,639 â–²0.7%5,9102.7%MaterialsLOWLowe's Companies$3,146,506$173,067 â–²5.8%14,2722.5%Consumer DiscretionaryHSYHershey$3,127,226$40,527 â–²1.3%17,8252.5%Consumer StaplesLPXLouisiana-Pacific$3,029,710$32,485 â–²1.1%38,5182.4%MaterialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,906,876$78,544 â–²2.8%47,2982.3%ETFNOCNorthrop Grumman$1,676,396$29,536 â–²1.8%3,2921.4%IndustrialsXOPSPDR S&P Oil & Gas Exploration & Production ETF$534,0480.0%3,4620.4%ETFXESSPDR S&P Oil & Gas Equipment & Services ETF$288,1580.0%2,5710.2%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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