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 Mar 31, 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 | 6.28 % |
| SPROTT PHYSICAL GOLD TRUST | 4.73 % |
| Black Stone Minerals LP | 3.37 % |
| Energy Transfer LP | 3.11 % |
| Exxon Mobil Corp | 2.99 % |
| Diamondback Energy Inc | 2.86 % |
| Expand Energy Corp | 2.78 % |
| Occidental Petroleum Corp | 2.69 % |
| JPMorgan Chase & Co | 2.68 % |
| Victory Pioneer ILS Interval F | 2.68 % |
| Amazon.com Inc | 2.32 % |
| JPMorgan Ultra-Short Income ETF | 2.25 % |
| AbbVie Inc | 2.03 % |
| TJX Cos Inc/The | 2.02 % |
| Unified Series Trust | 1.95 % |
| Chubb Ltd | 1.81 % |
| Microsoft Corp | 1.81 % |
| First Industrial Realty Trust Inc | 1.80 % |
| Hershey Co/The | 1.71 % |
| Franco-Nevada Corp | 1.70 % |
| Bunge Global SA | 1.57 % |
| Cisco Systems, Inc. | 1.55 % |
| Hubbell Inc | 1.53 % |
| PIMCO Flexible Credit Income F | 1.49 % |
| Louisiana-Pacific Corp | 1.39 % |
| Berkshire Hathaway Inc | 1.39 % |
| PIMCO Enhanced Short Maturity | 1.34 % |
| Martin Marietta Materials Inc | 1.31 % |
| Johnson & Johnson | 1.30 % |
| Lowe's Cos Inc | 1.16 % |
Titelia read 36 lines in these 1 funds.