Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Concorde Wealth Management Fund Concorde Funds Inc · 36 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Concorde Wealth Management Fund |
|---|---|
| Texas Pacific Land Corp | 6.10 % |
| SPROTT PHYSICAL GOLD TRUST | 4.24 % |
| BLACK STONE MINERALS LP | 3.28 % |
| ENERGY TRANSFER LP | 3.25 % |
| JPMorgan Chase & Co | 3.14 % |
| Victory Pioneer ILS Interval F | 2.90 % |
| Amazon.com Inc | 2.79 % |
| Diamondback Energy Inc | 2.67 % |
| Exxon Mobil Corp | 2.54 % |
| AbbVie Inc | 2.47 % |
| UNIFIED SERIES TRUST | 2.45 % |
| EXPAND ENERGY CORP | 2.43 % |
| JPMorgan Ultra-Short Income ETF | 2.37 % |
| Johnson & Johnson | 2.20 % |
| Occidental Petroleum Corp | 2.12 % |
| TJX Cos Inc/The | 2.02 % |
| First Industrial Realty Trust Inc | 2.01 % |
| Chubb Ltd | 1.99 % |
| Microsoft Corp | 1.92 % |
| PIMCO Flexible Credit Income F | 1.88 % |
| CISCO SYSTEMS INC | 1.79 % |
| Hubbell Inc | 1.71 % |
| Louisiana-Pacific Corp | 1.58 % |
| Berkshire Hathaway Inc | 1.52 % |
| Hershey Co/The | 1.52 % |
| Franco-Nevada Corp | 1.51 % |
| Lowe's Cos Inc | 1.45 % |
| Regan Total Return Income Fund | 1.42 % |
| PIMCO Enhanced Short Maturity | 1.42 % |
| Bunge Global SA | 1.39 % |
Titelia read 36 lines in these 1 funds.