Concorde Financial Corp - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Concorde Financial Corp held in its portfolio 26 assets valued at $129,007,361 (i.e. $129.01M).

The most valuable assets in the portfolio included: JPMORGAN CHASE & CO. ($9.16M), EXXON MOBIL CORP ($8.03M), and EXPAND ENERGY CORPORATION ($7.45M).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Concorde Financial Corp Portfolio

JPMORGAN CHASE & CO.

EXXON MOBIL CORP

EXPAND ENERGY CORPORATION

ENERGY TRANSFER L P

ABBVIE INC

AMAZON COM INC

OCCIDENTAL PETE CORP

JOHNSON & JOHNSON

DIAMONDBACK ENERGY INC

TJX COS INC NEW

Concorde Financial Corp - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
JPMORGAN CHASE & CO.	29099	9161692	COM
EXXON MOBIL CORP	55875	8030967	COM
EXPAND ENERGY CORPORATION	68634	7446789	COM
ENERGY TRANSFER L P	401599	7393438	COM UT LTD PTN
ABBVIE INC	31212	7043187	COM
AMAZON COM INC	28552	6813078	COM
OCCIDENTAL PETE CORP	135742	6143683	COM
JOHNSON & JOHNSON	26047	6071497	COM
DIAMONDBACK ENERGY INC	36394	5927855	COM
TJX COS INC NEW	38926	5919474	COM
CHUBB LIMITED	17946	5623761	COM
MICROSOFT CORP	12082	4968298	COM
BUNGE GLOBAL SA	41127	4806924	COM SHS
FIRST INDL RLTY TR INC	77022	4489612	COM
HUBBELL INC	8572	4319088	COM
WARNER BROS DISCOVERY INC	153154	4164244	COM SER A
CISCO SYS INC	49666	4127741	COM
MARTIN MARIETTA MATLS INC	5847	3876346	COM
LOWES COS INC	13487	3706818	COM
BERKSHIRE HATHAWAY INC DEL	7372	3639851	CL B NEW
HERSHEY CO	17304	3486302	COM
LOUISIANA PAC CORP	35874	3198840	COM
CANADIAN PACIFIC KANSAS CITY	39259	3007594	COM
J P MORGAN EXCHANGE TRADED F	45311	2656131	NASDAQ EQT PREM
NORTHROP GRUMMAN CORP	3178	2240074	COM
SPDR SERIES TRUST	6033	744077	STATE STREET SPD