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Home > Institutional Investor > Concord Investment Counsel Inc. > Profile

Instuitional Investor - Concord Investment Counsel Inc.

Fund Profile
Filing Period:
Fund Name: Concord Investment Counsel Inc.
Portfolio Value $277,034,162
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 289,670 $26,173,712 9.45%
2.
Apple Inc.
 AAPL 149,879 $25,701,179 9.28%
3.
Sector Spdr Trust
 XLB 183,702 $23,139,104 8.35%
4.
Amazon Com Inc
 AMZN 115,254 $20,789,517 7.5%
5.
Microsoft Corp
 MSFT 38,622 $16,249,124 5.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)