Concord Investment Counsel Inc. - Portfolio overview
Concord Investment Counsel Inc. has 43 reported holdings in this dataset, with the latest filing dated 2026-05-13.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA Corporation, 11.15%
- XLI - Sector Spdr Industrial Fund, 7.29%
- AMZN - Amazon Com Inc., 7.19%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.