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Portfolio (Quarterly) Guide ↗

Concord Wealth Partners

· CIK 0001814214
13F Portfolio $873M AUM 885 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 885 New
Page 34 of 45  ·  885 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SCZ ISHARES TR 61.0 $5K 0.00% NEW $82.26 +5.3%
662 RPM RPM INTL INC Basic Materials 45.0 $5K 0.00% NEW $111.16 -3.1%
663 UBER UBER TECHNOLOGIES INC Technology 68.0 $5K 0.00% NEW $72.16 +9.5%
664 EXPD EXPEDITORS INTL WASH INC Industrials 30.0 $5K 0.00% NEW $162.97 +15.8%
665 ICF ISHARES TR 72.0 $5K 0.00% NEW $67.62 +1.6%
666 DAL DELTA AIR LINES INC Industrials 52.0 $5K 0.00% NEW $93.17 -11.5%
667 DLTR DOLLAR TREE INC Consumer Defensive 40.0 $5K 0.00% NEW $120.95 +8.1%
668 PJT PJT PARTNERS INC Financial Services 32.0 $5K 0.00% NEW $150.94 +15.7%
669 LSTR LANDSTAR SYS INC Industrials 23.0 $5K 0.00% NEW $206.83 -10.9%
670 ECL ECOLAB INC Basic Materials 17.0 $5K 0.00% NEW $278.59 +0.4%
671 SYM SYMBOTIC INC Industrials 104.0 $5K 0.00% NEW $45.13 -6.8%
672 DCI DONALDSON INC Industrials 52.0 $5K 0.00% NEW $89.77 +3.6%
673 CNRG SPDR SERIES TRUST 41.0 $5K 0.00% NEW $113.10 -19.7%
674 ANET ARISTA NETWORKS INC Technology 27.0 $5K 0.00% NEW $171.44 +10.1%
675 KNSL KINSALE CAP GROUP INC Financial Services 14.0 $5K 0.00% NEW $329.79 +17.1%
676 TECHNIPFMC PLC 68.0 $5K 0.00% NEW $66.69
677 ADBE ADOBE INC Technology 22.0 $5K 0.00% NEW $205.00 +33.7%
678 ERII ENERGY RECOVERY INC Industrials 500.0 $5K 0.00% NEW $9.02 -12.7%
679 TSCO TRACTOR SUPPLY CO Consumer Cyclical 140.0 $4K 0.00% NEW $31.61 +10.6%
680 CME CME GROUP INC Financial Services 20.0 $4K 0.00% NEW $220.85 +24.5%
Page 34 of 45  ·  885 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Financial Services 15.1%
Industrials 9.8%
Healthcare 8.0%
Consumer Cyclical 7.3%
Communication Services 6.8%
Consumer Defensive 5.4%
Energy 4.1%
Utilities 3.5%
Basic Materials 1.9%