Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Concorde Financial Corp > Profile

Instuitional Investor - Concorde Financial Corp

Fund Profile
Filing Period:
Fund Name: Concorde Financial Corp
Portfolio Value $168,055,016
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Trust
 PHYS 840,560 $16,928,878 10.07%
2.
Texas Pacific Land Corp
 TPL 14,226 $15,733,110 9.36%
3.
Energy Transfer Lp
 ET 384,165 $7,525,792 4.47%
4.
Jpmorgan Chase & Co
 JPM 30,894 $7,405,503 4.4%
5.
Expand Energy Corp
 EXE 74,294 $7,395,968 4.4%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)