Fund HoldingsConcorde Financial Corp

Total Portfolio Value
$129.01M
Total Bought
$6.36M
Total Sold
$70.95M
Net Transaction
-$64.59M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CISCO SYS INC(CSCO)35,43749,666+14,2292,4254,1283.20%+1,703
DIAMONDBACK ENERGY INC(FANG)30,81136,394+5,5834,4095,9284.59%+1,519
BERKSHIRE HATHAWAY INC DEL4,6307,372+2,7422,3283,6402.82%+1,312
BUNGE GLOBAL SA(BG)43,30841,127-2,1813,5194,8073.73%+1,288
EXXON MOBIL CORP59,81055,875-3,9356,7448,0316.23%+1,287
OCCIDENTAL PETE CORP(OXY)109,662135,742+26,0805,1826,1444.76%+962
JOHNSON & JOHNSON(JNJ)29,27726,047-3,2305,4286,0714.71%+643
HUBBELL INC(HUBB)8,8128,572-2403,7924,3193.35%+527
SPDR SERIES TRUST
SP O&G EXPL PRO
03,462+3,46204840.38%+484
FIRST INDL RLTY TR INC(FR)78,04977,022-1,0274,0174,4903.48%+472
CHUBB LIMITED
COM
18,28217,946-3365,1605,6244.36%+464
AMAZON COM INC(AMZN)29,00528,552-4536,3696,8135.28%+444
ENERGY TRANSFER L P(ET)406,532401,599-4,9336,9767,3935.73%+417
NORTHROP GRUMMAN CORP(NOC)3,2153,178-371,9592,2401.74%+281
SPDR SERIES TRUST
SP O&G EQP SERV
02,571+2,57102600.20%+260
LOWES COS INC(LOW)13,73913,487-2523,4533,7072.87%+254
HERSHEY CO(HSY)17,47117,304-1673,2683,4862.70%+218
TJX COS INC NEW(TJX)40,14838,926-1,2225,8035,9194.59%+116
MARTIN MARIETTA MATLS INC(MLM)6,0165,847-1693,7913,8763.00%+85
LOUISIANA PAC CORP(LPX)35,20735,874+6673,1283,1992.48%+71
CANADIAN PACIFIC KANSAS CITY(CP)39,65739,259-3982,9543,0082.33%+54
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
45,30945,311+22,6062,6562.06%+50
EXPAND ENERGY CORPORATION(EXE)69,75868,634-1,1247,4117,4475.77%+36
JPMORGAN CHASE & CO.(JPM)29,74329,099-6449,3829,1627.10%-220
ABBVIE INC(ABBV)31,78931,212-5777,3607,0435.46%-317
SPDR SERIES TRUST
SP O&G EXPL PRO
3,4620-3,4624580-458
WARNER BROS DISCOVERY INC(WBD)249,133153,154-95,9794,8664,1643.23%-701
PIMCO ETF TR
ENHAN SHRT MA AC
9,2330-9,2339300-930
DORCHESTER MINERALS LP(DMLP)41,1410-41,1411,0650-1,065
EASTMAN CHEM CO(EMN)18,6760-18,6761,1780-1,178
MICROSOFT CORP(MSFT)12,18912,082-1076,3134,9683.85%-1,345
NUSHARES ETF TR
NUVE PFD INC ETF
72,4810-72,4811,9200-1,920
HOWARD HUGHES HOLDINGS INC(HHH)52,0470-52,0474,2770-4,277
FRANCO NEV CORP(FNV)21,7940-21,7944,8580-4,858
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
138,0790-138,0797,0050-7,005
BLACK STONE MINERALS L P(BSM)656,6700-656,6708,6290-8,629
TEXAS PACIFIC LAND CORPORATI(TPL)14,1280-14,12813,1900-13,190
SPROTT ASSET MANAGEMENT LP(PHYS)616,6910-616,69118,2660-18,266
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