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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 30 of 45  ·  885 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 124.0 $9K 0.00% NEW $76.40 +7.3%
582 ABNB AIRBNB INC Consumer Cyclical 66.0 $9K 0.00% NEW $143.11 +29.8%
583 GTLS CHART INDS INC Industrials 45.0 $9K 0.00% NEW $208.93 +0.5%
584 AMLP ALPS ETF TR 180.0 $9K 0.00% NEW $51.85 +6.6%
585 STAG STAG INDUSTRIAL INC Real Estate 245.0 $9K 0.00% NEW $38.06 -3.7%
586 VHT VANGUARD WORLD FD 31.0 $9K 0.00% NEW $300.00 +6.3%
587 LULU LULULEMON ATHLETICA INC Consumer Cyclical 80.0 $9K 0.00% NEW $114.17 +6.0%
588 AJG GALLAGHER ARTHUR J & CO Financial Services 39.0 $9K 0.00% NEW $229.56 +9.7%
589 IYT ISHARES TR 101.0 $9K 0.00% NEW $86.75 +0.3%
590 HE HAWAIIAN ELEC INDS INC MTN B Utilities 640.0 $9K 0.00% NEW $13.53 -13.6%
591 XLRE SELECT SECTOR SPDR TR 195.0 $9K 0.00% NEW $44.03 +2.1%
592 MAS MASCO CORP Industrials 105.0 $9K 0.00% NEW $81.37 -9.2%
593 GFS GLOBALFOUNDRIES INC Technology 103.0 $8K 0.00% NEW $82.07 -39.2%
594 XOEF ISHARES TR 277.0 $8K 0.00% NEW $30.22 +1.8%
595 MOOG INC 20.0 $8K 0.00% NEW $416.50
596 PFF ISHARES TR 271.0 $8K 0.00% NEW $30.50 -0.0%
597 CAVA CAVA GROUP INC Consumer Cyclical 105.0 $8K 0.00% NEW $78.56 -10.7%
598 MP MP MATERIALS CORP Basic Materials 147.0 $8K 0.00% NEW $56.10 +1.2%
599 QQQH NEOS ETF TRUST 147.0 $8K 0.00% NEW $55.76 -1.6%
600 BLDR BUILDERS FIRSTSOURCE INC Industrials 90.0 $8K 0.00% NEW $89.48 -22.8%
Page 30 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 37.7%
Financial Services 15.0%
Industrials 9.7%
Healthcare 7.9%
Communication Services 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 5.3%
Energy 4.0%
Utilities 3.5%
Basic Materials 1.9%