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Portfolio (Quarterly) Guide ↗

Concord Asset Management, LLC/VA

· CIK 0002031885
13F Portfolio $646M AUM 126 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 68 Added 36 Reduced 11 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SO SOUTHERN CO Utilities 16,062.0 $1.5M 0.24% -20K -55.0% $95.71 -7.1%
22 TDV PROSHARES TR 12,074.0 $1.3M 0.19% -1K -10.9% $103.96 -1.8%
23 SPDG SPDR SERIES TRUST 26,301.0 $1.2M 0.19% -3K -9.9% $46.33 +1.4%
24 ORCL ORACLE CORP Technology 8,038.0 $1.2M 0.18% -1K -12.7% $146.55 -0.1%
25 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,057.0 $1.1M 0.17% -262.0 -1.4% $57.62 +16.3%
26 CRM SALESFORCE INC Technology 6,402.0 $1.0M 0.15% -4K -39.0% $156.66 +33.5%
27 VYM VANGUARD WHITEHALL FDS 6,269.0 $991K 0.15% -638.0 -9.2% $158.02 +4.4%
28 QQQ INVESCO QQQ TR Financial Services 1,329.0 $979K 0.15% -7.0 -0.5% $736.40 -3.1%
29 MRSH MARSH & MCLENNAN COS INC Financial Services 5,296.0 $883K 0.14% -388.0 -6.8% $166.67 +15.2%
30 CMCSA COMCAST CORP NEW Communication Services 31,545.0 $774K 0.12% -9K -21.8% $24.55 +9.4%
31 J P MORGAN EXCHANGE TRADED F 7,127.0 $515K 0.08% -10K -59.3% $72.28
32 FLTR VANECK ETF TRUST 16,023.0 $410K 0.06% -2K -9.0% $25.61 -0.0%
33 SRLN SSGA ACTIVE ETF TR 8,362.0 $337K 0.05% -12K -59.1% $40.29 +0.8%
34 USMV ISHARES TR 2,669.0 $257K 0.04% -110.0 -4.0% $96.46 +4.9%
35 XEL XCEL ENERGY INC Utilities 3,139.0 $252K 0.04% -61.0 -1.9% $80.30 -5.0%
36 BERKSHIRE HATHAWAY INC DEL 455.0 $228K 0.04% -8K -94.5% $500.39
Page 2 of 2  ·  36 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 35.9%
Financial Services 15.4%
Industrials 9.6%
Healthcare 8.0%
Communication Services 7.9%
Consumer Cyclical 7.6%
Consumer Defensive 5.6%
Energy 4.3%
Utilities 3.6%
Basic Materials 1.9%