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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 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XEL XCEL ENERGY INC Utilities 3,139.0 $252K 0.04% -61.0 -1.9% $80.30 -5.0%
122 XSW SPDR SERIES TRUST 1,452.0 $249K 0.04% NEW $171.81 +17.5%
123 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 514.0 $245K 0.04% NEW $477.57 -12.3%
124 XLC SELECT SECTOR SPDR TR 2,173.0 $233K 0.04% NEW $107.13 +4.0%
125 BERKSHIRE HATHAWAY INC DEL 455.0 $228K 0.04% -8K -94.5% $500.39
126 RPV INVESCO EXCHANGE TRADED FD T 1,760.0 $200K 0.03% NEW $113.82 +7.6%
Page 7 of 7  ·  126 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%