Concorde Financial Corp - Q42025 Holdings

Concorde Financial Corp holds 27 stocks with a total portfolio value of $ 129.01M as of Q42025. In Q42025, Concorde Financial Corp added 1 new position, increased stakes in 6 stocks, reduced 19 holdings, and fully exited 10 positions. The largest holding is Jpmorgan Chase & Co. (JPM), representing 7.10% of the total portfolio.