Fund HoldingsConcorde Financial Corp

Total Portfolio Value
$181.39M
Total Bought
$14.98M
Total Sold
$8.15M
Net Transaction
+$6.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPROTT PHYSICAL GOLD TR(PHYS)840,560843,297+2,73716,92920,29011.19%+3,361
TEXAS PACIFIC LAND CORPORATI(TPL)14,22614,198-2815,73318,81210.37%+3,079
BUNGE GLOBAL SA(BG)15,46644,549+29,0831,2033,4041.88%+2,202
BLACK STONE MINERALS L P(BSM)483,209603,374+120,1657,0559,2145.08%+2,159
FRANCO NEV CORP(FNV)37,66736,520-1,1474,4295,7543.17%+1,325
DIAMONDBACK ENERGY INC(FANG)27,68234,934+7,2524,5355,5853.08%+1,050
ABBVIE INC(ABBV)32,89732,799-985,8466,8723.79%+1,026
EXXON MOBIL CORP58,30359,057+7546,2727,0243.87%+752
EXPAND ENERGY CORPORATION(EXE)74,29472,444-1,8507,3968,0644.45%+668
JOHNSON & JOHNSON(JNJ)29,22229,405+1834,2264,8762.69%+650
CHUBB LIMITED
COM
17,86318,404+5414,9525,5583.06%+606
NORTHROP GRUMMAN CORP(NOC)7,1667,251+853,3633,7122.05%+350
FIRST INDL RLTY TR INC(FR)75,47976,541+1,0623,8124,1302.28%+318
OCCIDENTAL PETE CORP(OXY)108,897114,710+5,8135,4065,6623.12%+257
HERSHEY CO(HSY)16,53617,374+8382,8002,9721.64%+171
WARNER BROS DISCOVERY INC(WBD)320,238325,538+5,3003,3853,4931.93%+108
TJX COS INC NEW(TJX)42,56142,892+3315,1425,2242.88%+82
JPMORGAN CHASE & CO.(JPM)30,89430,484-4107,4067,4784.12%+72
PIMCO ETF TR
ENHAN SHRT MA AC
7,2087,20807267250.40%-1
SPDR SER TR
SP O&G EXPL PRO
3,4623,46204584560.25%-2
EASTMAN CHEM CO(EMN)21,81622,350+5341,9921,9691.09%-23
CANADIAN PACIFIC KANSAS CITY(CP)39,32339,789+4662,8512,7941.54%-57
TEXAS INSTRS INC(TXN)18,82419,068+2443,5303,4261.89%-103
HOWARD HUGHES HOLDINGS INC(HHH)54,07654,068-84,1604,0052.21%-154
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
43,71344,964+1,2512,4842,3281.28%-156
LOWES COS INC(LOW)13,77413,882+1083,3993,2381.78%-162
DORCHESTER MINERALS LP(DMLP)49,24149,151-901,6411,4780.82%-163
MARTIN MARIETTA MATLS INC(MLM)5,9806,042+623,0882,8891.59%-200
SPDR SER TR
SP O&G EQP SERV
2,5710-2,5712030-203
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
111,655105,504-6,1515,6475,3422.94%-305
ENERGY TRANSFER L P(ET)384,165387,589+3,4247,5267,2053.97%-321
LOUISIANA PAC CORP(LPX)34,54035,015+4753,5773,2211.78%-356
VANGUARD INDEX FDS7490-7494040-404
HUBBELL INC(HUBB)8,6858,777+923,6382,9041.60%-734
MICROSOFT CORP(MSFT)15,14514,999-1466,3845,6313.10%-753
AMAZON COM INC(AMZN)29,44429,711+2676,4605,6533.12%-807
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