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Portfolio (Quarterly) Guide ↗

Concord Investment Counsel Inc.

· CIK 0002022154
13F Portfolio $297M AUM 41 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 4 Added 28 Reduced 2 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLY Sector Spdr Consumer Disc. Fund 58.0 $6K 0.00% $108.98 +11.4%
Page 3 of 3  ·  41 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 35.1%
Communication Services 19.3%
Financial Services 18.0%
Consumer Cyclical 15.9%
Healthcare 5.2%
Industrials 3.9%
Consumer Defensive 2.2%
Energy 0.3%