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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 3 of 45  ·  885 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVS CVS HEALTH CORP Healthcare 46,066.0 $4.8M 0.55% NEW $103.45 -9.1%
42 STLD STEEL DYNAMICS INC Basic Materials 20,670.0 $4.7M 0.54% NEW $229.46 +12.5%
43 ETN EATON CORP PLC Industrials 10,817.0 $4.6M 0.53% NEW $426.12 +6.9%
44 CSCO CISCO SYS INC Technology 38,181.0 $4.5M 0.51% NEW $117.46 -3.9%
45 BIL SPDR SERIES TRUST 48,409.0 $4.4M 0.51% NEW $91.64 -0.1%
46 LLY ELI LILLY & CO Healthcare 3,673.0 $4.4M 0.51% NEW $1199.43 -1.2%
47 DFAC DIMENSIONAL ETF TRUST 98,020.0 $4.3M 0.50% NEW $44.36 +3.8%
48 NOBL PROSHARES TR 74,556.0 $4.2M 0.48% NEW $56.16 +3.2%
49 UNP UNION PAC CORP Industrials 15,171.0 $4.1M 0.47% NEW $271.99 +10.3%
50 DUSB DIMENSIONAL ETF TRUST 80,989.0 $4.1M 0.47% NEW $50.78 +0.2%
51 AMGN AMGEN INC Healthcare 11,144.0 $4.0M 0.46% NEW $362.12 +15.8%
52 V VISA INC Financial Services 11,623.0 $4.0M 0.46% NEW $343.10 +4.6%
53 TSLA TESLA INC Consumer Cyclical 9,386.0 $3.9M 0.45% NEW $420.60 -19.3%
54 COP CONOCOPHILLIPS Energy 37,897.0 $3.9M 0.45% NEW $103.96 +22.7%
55 PG PROCTER & GAMBLE CO Consumer Defensive 26,058.0 $3.8M 0.44% NEW $146.64 -2.4%
56 KLAC KLA CORP Technology 12,502.0 $3.8M 0.43% NEW $301.71 -31.8%
57 GOOG ALPHABET INC Communication Services 10,201.0 $3.6M 0.41% NEW $353.31 -3.3%
58 GWW WW GRAINGER INC Industrials 2,571.0 $3.5M 0.40% NEW $1360.40 -3.1%
59 TFC TRUIST FINL CORP Financial Services 69,645.0 $3.5M 0.40% NEW $49.82 +5.5%
60 UNH UNITEDHEALTH GROUP INC Healthcare 8,308.0 $3.5M 0.40% NEW $415.64 -4.8%
Page 3 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%