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Portfolio (Quarterly) Guide ↗

Concord Wealth Partners

· CIK 0001814214
13F Portfolio $873M AUM 885 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 885 New
Page 21 of 45  ·  885 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RACE FERRARI N V Consumer Cyclical 100.0 $37K 0.00% NEW $372.29 +14.2%
402 WMB WILLIAMS COS INC Energy 500.0 $37K 0.00% NEW $74.34 -1.5%
403 STRL STERLING INFRASTRUCTURE INC Industrials 44.0 $37K 0.00% NEW $843.48 -36.6%
404 VMC VULCAN MATLS CO Basic Materials 125.0 $37K 0.00% NEW $295.01 -6.3%
405 ESGU ISHARES TR 222.0 $36K 0.00% NEW $163.67 +2.9%
406 IYJ ISHARES TR 216.0 $36K 0.00% NEW $166.65 -0.4%
407 SHEL SHELL PLC Energy 464.0 $36K 0.00% NEW $77.54 +19.6%
408 VCR VANGUARD WORLD FD 90.0 $36K 0.00% NEW $396.61 +0.7%
409 APOS APOLLO GLOBAL MGMT INC Financial Services 300.0 $35K 0.00% NEW $118.31 -78.4%
410 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 107.0 $35K 0.00% NEW $330.46 +1.3%
411 NUMV NUSHARES ETF TR 809.0 $35K 0.00% NEW $43.49 +3.7%
412 MSI MOTOROLA SOLUTIONS INC Technology 84.0 $35K 0.00% NEW $415.29 +15.8%
413 PKE PARK AEROSPACE CORP Industrials 910.0 $35K 0.00% NEW $38.15 -6.9%
414 SHOP SHOPIFY INC Technology 300.0 $34K 0.00% NEW $114.18 +28.4%
415 TM TOYOTA MOTOR CORP Consumer Cyclical 203.0 $34K 0.00% NEW $168.42 +12.1%
416 PCY INVESCO EXCH TRADED FD TR II 1,578.0 $34K 0.00% NEW $21.65 -2.2%
417 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 87.0 $34K 0.00% NEW $386.74 +3.0%
418 AIZ ASSURANT INC Financial Services 125.0 $34K 0.00% NEW $268.53 +3.6%
419 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 47.0 $33K 0.00% NEW $709.02 -0.9%
420 DOW DOW HLDGS INC Basic Materials 1,218.0 $33K 0.00% NEW $27.35 +16.1%
Page 21 of 45  ·  885 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 37.7%
Financial Services 15.0%
Industrials 9.7%
Healthcare 7.9%
Communication Services 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 5.3%
Energy 4.0%
Utilities 3.5%
Basic Materials 1.9%