Fund Holdings — Concorde Financial Corp

Total Portfolio Value
$180.42M
Total Bought
$8.94M
Total Sold
$12.36M
Net Transaction
-$3.41M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SPROTT ASSET MANAGEMENT LP(PHYS)620,923616,691-4,23215,74018,26610.12%+2,526
NUSHARES ETF TR
NUVE PFD INC ETF
072,481+72,48101,9201.06%+1,920
ABBVIE INC(ABBV)32,70531,789-9166,0717,3604.08%+1,290
FRANCO NEV CORP(FNV)22,05121,794-2573,6154,8582.69%+1,243
WARNER BROS DISCOVERY INC(WBD)326,365249,133-77,2323,7404,8662.70%+1,125
JOHNSON & JOHNSON(JNJ)29,21729,277+604,4635,4283.01%+966
BLACK STONE MINERALS L P(BSM)601,495656,670+55,1757,8688,6294.78%+761
TJX COS INC NEW(TJX)41,75940,148-1,6115,1575,8033.22%+646
HOWARD HUGHES HOLDINGS INC(HHH)53,88552,047-1,8383,6374,2772.37%+639
CISCO SYS INC(CSCO)26,11635,437+9,3211,8122,4251.34%+613
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
126,774138,079+11,3056,4257,0053.88%+580
JPMORGAN CHASE & CO.(JPM)30,54729,743-8048,8569,3825.20%+526
MARTIN MARIETTA MATLS INC(MLM)6,0556,016-393,3243,7912.10%+468
HERSHEY CO(HSY)17,44417,471+272,8953,2681.81%+373
LOWES COS INC(LOW)13,89713,739-1583,0833,4531.91%+369
EXXON MOBIL CORP59,18259,810+6286,3806,7443.74%+364
NORTHROP GRUMMAN CORP(NOC)3,2133,215+21,6061,9591.09%+352
FIRST INDL RLTY TR INC(FR)76,82378,049+1,2263,6974,0172.23%+320
MICROSOFT CORP(MSFT)12,27612,189-876,1066,3133.50%+207
OCCIDENTAL PETE CORP(OXY)118,668109,662-9,0064,9855,1822.87%+196
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
44,31545,309+9942,4112,6061.44%+195
HUBBELL INC(HUBB)8,8088,812+43,5973,7922.10%+195
PIMCO ETF TR
ENHAN SHRT MA AC
7,3339,233+1,9007379300.52%+192
LOUISIANA PAC CORP(LPX)34,93735,207+2703,0043,1281.73%+124
BERKSHIRE HATHAWAY INC DEL4,5904,630+402,2302,3281.29%+98
SPDR SERIES TRUST
SP O&G EXPL PRO
3,4623,46204364580.25%+22
SIMON PPTY GROUP INC NEW(SPG)150-1520—-2
NET POWER INC(NPWR)1,0000-1,00020—-2
AURORA INNOVATION INC5000-50030—-3
PIPER SANDLER COMPANIES100-1030—-3
DOW INC(DOW)1460-14640—-4
BOSTON OMAHA CORP(BOC)3000-30040—-4
PLAINS ALL AMERN PIPELINE L(PAA)3000-30050—-5
SABLE OFFSHORE CORP(SOC)3000-30070—-7
PIMCO DYNAMIC INCOME STRATEG(PDX)3000-30070—-7
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
1500-15090—-9
DUPONT DE NEMOURS INC(DD)1460-146100—-10
VALUED ADVISERS TR
REGAN FLTG RATE
5010-501130—-13
BURFORD CAP LTD
ORD SHS
9000-900130—-13
MGM RESORTS INTERNATIONAL(MGM)5500-550190—-19
CORTEVA INC(CTVA)2920-292220—-22
NVIDIA CORPORATION(NVDA)1500-150240—-24
BUNGE GLOBAL SA(BG)44,21243,308-9043,5493,5191.95%-31
US BANCORP DEL(USB)1,0120-1,012460—-46
ENERGY TRANSFER L P(ET)389,238406,532+17,2947,0576,9763.87%-81
SEAPORT ENTMT GROUP INC(SEG)4,9500-4,950920—-92
TEXAS CAPITAL FUNDS TRUST
CAP TE EQ IN ETF
2,9860-2,9861040—-104
AMAZON COM INC(AMZN)29,68029,005-6756,5116,3693.53%-143
CHUBB LIMITED
COM
18,33018,282-485,3105,1602.86%-150
SPDR SERIES TRUST
SP O&G EQP SERV
2,5710-2,5711630—-163
CANADIAN PACIFIC KANSAS CITY(CP)39,65239,657+53,1432,9541.64%-189
DORCHESTER MINERALS LP(DMLP)45,75141,141-4,6101,2751,0650.59%-209
EASTMAN CHEM CO(EMN)22,56118,676-3,8851,6841,1780.65%-507
DIAMONDBACK ENERGY INC(FANG)36,50330,811-5,6925,0164,4092.44%-606
EXPAND ENERGY CORPORATION(EXE)71,26469,758-1,5068,3347,4114.11%-923
TEXAS PACIFIC LAND CORPORATI(TPL)14,02114,128+10714,81113,1907.31%-1,621
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Concorde Financial Corp — 13F Holdings — Q3 2025 | TickerTrail