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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
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 C CITIGROUP INC Financial Services 12,306.0 $1.4M 0.25% $116.69 +7.2%
82 NOW SERVICENOW INC Technology 9,367.0 $1.4M 0.25% +8K +437.7% $153.19 -33.3%
83 WFC WELLS FARGO CO NEW Financial Services 15,055.0 $1.4M 0.24% -84.0 -0.6% $93.20 -18.0%
84 DUK DUKE ENERGY CORP NEW Utilities 11,781.0 $1.4M 0.24% -296.0 -2.5% $117.21 +7.2%
85 CL COLGATE PALMOLIVE CO Consumer Defensive 17,110.0 $1.4M 0.23% +313.0 +1.9% $79.02 +14.7%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 33,114.0 $1.3M 0.23% +205.0 +0.6% $40.73 +18.7%
87 CSCO CISCO SYS INC Technology 16,843.0 $1.3M 0.23% $77.03 +56.3%
88 ABBV ABBVIE INC Healthcare 5,619.0 $1.3M 0.22% $228.49 -5.6%
89 VOO VANGUARD INDEX FDS 2,020.0 $1.3M 0.22% $627.09 +9.3%
90 AFL AFLAC INC Financial Services 11,387.0 $1.3M 0.22% $110.27 +6.9%
91 D DOMINION ENERGY INC Utilities 21,263.0 $1.2M 0.22% +277.0 +1.3% $58.59 +15.5%
92 CMCSA COMCAST CORP NEW Communication Services 40,337.0 $1.2M 0.21% +4K +11.4% $29.89 -15.7%
93 SPDG SPDR SERIES TRUST 29,204.0 $1.2M 0.21% -712.0 -2.4% $40.78 +14.2%
94 TDV PROSHARES TR 13,551.0 $1.2M 0.20% -534.0 -3.8% $86.58 +16.5%
95 CVX CHEVRON CORP NEW Energy 7,501.0 $1.1M 0.20% +46.0 +0.6% $152.41 +25.6%
96 J P MORGAN EXCHANGE TRADED F 17,513.0 $1.1M 0.19% -430.0 -2.4% $63.18
97 MRSH MARSH & MCLENNAN COS INC Financial Services 5,684.0 $1.1M 0.18% -349.0 -5.8% $185.52 -11.5%
98 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,319.0 $1.0M 0.18% -442.0 -2.2% $53.94 +10.2%
99 PFE PFIZER INC Healthcare 41,769.0 $1.0M 0.18% $24.90 +4.0%
100 QCOM QUALCOMM INC Technology 5,988.0 $1.0M 0.18% $171.05 +39.2%
Page 5 of 6  ·  120 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 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%