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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 44 of 45  ·  885 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SUB ISHARES TR 1.0 $106.0 NEW $106.00 +0.2%
862 NTNX NUTANIX INC Technology 2.0 $102.0 NEW $51.00 +28.7%
863 VNQI VANGUARD INTL EQUITY INDEX F 2.0 $99.0 NEW $49.50 -8.6%
864 SPYD SPDR SERIES TRUST 2.0 $95.0 NEW $47.50 +4.8%
865 GOVT ISHARES TR 4.0 $91.0 NEW $22.75 -1.4%
866 RELY REMITLY GLOBAL INC Technology 4.0 $90.0 NEW $22.50 +16.9%
867 GRAB GRAB HOLDINGS LIMITED Technology 21.0 $79.0 NEW $3.76 -4.8%
868 FTDR FRONTDOOR INC Consumer Cyclical 1.0 $78.0 NEW $78.00 +7.4%
869 CORZ CORE SCIENTIFIC INC NEW Technology 3.0 $77.0 NEW $25.67 -21.6%
870 TRIN TRINITY CAP INC Financial Services 4.0 $72.0 NEW $18.00 -0.4%
871 EVH EVOLENT HEALTH INC Healthcare 13.0 $70.0 NEW $5.38 -18.1%
872 TMDX TRANSMEDICS GROUP INC Healthcare 1.0 $66.0 NEW $66.00 +33.9%
873 LUV SOUTHWEST AIRLS CO Industrials 1.0 $51.0 NEW $51.00 -15.0%
874 FNF FIDELITY NATL FINL INC Financial Services 1.0 $47.0 NEW $47.00 +4.5%
875 ARDX ARDELYX INC Healthcare 8.0 $41.0 NEW $5.12 -20.8%
876 ABR ARBOR REALTY TRUST INC Real Estate 6.0 $33.0 NEW $5.50 -9.1%
877 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1.0 $31.0 NEW $31.00 +1.6%
878 EXLS EXLSERVICE HLDGS INC Technology 1.0 $26.0 NEW $26.00 +32.9%
879 CHWY CHEWY INC Consumer Cyclical 1.0 $20.0 NEW $20.00 +10.7%
880 WEAV WEAVE COMMUNICATIONS INC Technology 3.0 $18.0 NEW $6.00 -7.8%
Page 44 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%