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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 +4.9%
662 RPM RPM INTL INC Basic Materials 45.0 $5K 0.00% NEW $111.16 +0.2%
663 UBER UBER TECHNOLOGIES INC Technology 68.0 $5K 0.00% NEW $72.16 +5.9%
664 EXPD EXPEDITORS INTL WASH INC Industrials 30.0 $5K 0.00% NEW $162.97 +15.5%
665 ICF ISHARES TR 72.0 $5K 0.00% NEW $67.62 +1.8%
666 DAL DELTA AIR LINES INC Industrials 52.0 $5K 0.00% NEW $93.17 -7.0%
667 DLTR DOLLAR TREE INC Consumer Defensive 40.0 $5K 0.00% NEW $120.95 +7.3%
668 PJT PJT PARTNERS INC Financial Services 32.0 $5K 0.00% NEW $150.94 +12.3%
669 LSTR LANDSTAR SYS INC Industrials 23.0 $5K 0.00% NEW $206.83 -7.4%
670 ECL ECOLAB INC Basic Materials 17.0 $5K 0.00% NEW $278.59 +0.1%
671 SYM SYMBOTIC INC Industrials 104.0 $5K 0.00% NEW $45.13 -10.1%
672 DCI DONALDSON INC Industrials 52.0 $5K 0.00% NEW $89.77 +4.5%
673 CNRG SPDR SERIES TRUST 41.0 $5K 0.00% NEW $113.10 -17.4%
674 ANET ARISTA NETWORKS INC Technology 27.0 $5K 0.00% NEW $171.44 +14.5%
675 KNSL KINSALE CAP GROUP INC Financial Services 14.0 $5K 0.00% NEW $329.79 +13.9%
676 TECHNIPFMC PLC 68.0 $5K 0.00% NEW $66.69
677 ADBE ADOBE INC Technology 22.0 $5K 0.00% NEW $205.00 +27.8%
678 ERII ENERGY RECOVERY INC Industrials 500.0 $5K 0.00% NEW $9.02 -12.1%
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 +22.2%
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 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%