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

  1. NVDA - NVIDIA Corporation, 11.15%
  2. XLI - Sector Spdr Industrial Fund, 7.29%
  3. 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.

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