Concorde Financial Corp - Portfolio overview

Concorde Financial Corp has 37 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. PHYS - SPROTT ASSET MANAGEMENT LP, 9.44%
2. TPL - TEXAS PACIFIC LAND CORPORATI, 6.82%
3. XOM - EXXON MOBIL CORP, 4.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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