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Portfolio (Quarterly) Guide ↗

Concord Investment Counsel Inc.

· CIK 0002022154
13F Portfolio $366M AUM 50 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 22 Added 1 Reduced
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLB Schlumberger Ltd. Energy 2,714.0 $125K 0.03% +31.0 +1.2% $45.96 +24.0%
22 XLY Sector Spdr Consumer Disc. Fund 76.0 $9K 0.00% +18.0 +31.0% $117.28 -0.1%
Page 2 of 2  ·  22 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 37.8%
Financial Services 17.9%
Communication Services 16.5%
Consumer Cyclical 15.7%
Healthcare 6.3%
Industrials 3.9%
Consumer Defensive 1.8%
Energy 0.2%