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Portfolio (Quarterly) Guide ↗

Concord Asset Management, LLC/VA

· CIK 0002031885
13F Portfolio $577M AUM 120 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 74 Added 24 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IDXX IDEXX LABS INC Healthcare 311.0 $210K 0.04% NEW $676.53 -17.3%

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 32.6%
Financial Services 16.3%
Healthcare 9.9%
Communication Services 9.7%
Consumer Cyclical 9.2%
Industrials 7.6%
Consumer Defensive 5.8%
Utilities 3.8%
Energy 3.6%
Basic Materials 1.4%