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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 42 of 45  ·  885 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BMI BADGER METER INC Technology 3.0 $445.0 NEW $148.33 -13.2%
822 ARKR ARK RESTAURANTS CORP Consumer Cyclical 75.0 $440.0 NEW $5.87 -4.7%
823 QTRX QUANTERIX CORP Healthcare 100.0 $432.0 NEW $4.32 -32.4%
824 CIFR CIPHER DIGITAL INC Financial Services 17.0 $417.0 NEW $24.53 -24.6%
825 TTD THE TRADE DESK INC Technology 22.0 $398.0 NEW $18.09 -25.9%
826 GALAXY DIGITAL INC. 14.0 $383.0 NEW $27.36
827 CLS CELESTICA INC Technology 1.0 $365.0 NEW $365.00 -6.7%
828 BTBT BIT DIGITAL INC Financial Services 196.0 $353.0 NEW $1.80 -11.2%
829 MED MEDIFAST INC Consumer Cyclical 33.0 $350.0 NEW $10.61 +7.9%
830 KRMN KARMAN HLDGS INC Industrials 7.0 $349.0 NEW $49.86 +23.9%
831 AVAV AEROVIRONMENT INC Industrials 2.0 $330.0 NEW $165.00 +9.8%
832 HCKT HACKETT GROUP INC Technology 30.0 $323.0 NEW $10.77 -3.4%
833 JOBY JOBY AVIATION INC Industrials 34.0 $303.0 NEW $8.91 -11.2%
834 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 8.0 $298.0 NEW $37.25 +12.5%
835 VRIG INVESCO ACTIVELY MANAGED EXC 11.0 $276.0 NEW $25.09 +0.1%
836 SRRK SCHOLAR ROCK HLDG CORP Healthcare 5.0 $275.0 NEW $55.00 -5.4%
837 LITHIUM AMERS CORP NEW 71.0 $273.0 NEW $3.85
838 FALN ISHARES TR 10.0 $272.0 NEW $27.20 -0.7%
839 SES SES AI CORPORATION Consumer Cyclical 280.0 $269.0 NEW $0.96 -40.8%
840 DDOG DATADOG INC Technology 1.0 $260.0 NEW $260.00 -4.9%
Page 42 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%