CIK 1631773
Concorde Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
241
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 241
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 6K | $500K+ | SH |
| FSK | FS KKR CAP CORP | 62K | $500K+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 145K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 7K | $500K+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 54K | $500K+ | SH |
| NBXG | NEUBERGER NEXT GENERATION | 58K | $500K+ | SH |
| HFRO | HIGHLAND OPPS & INCOME FD | 139K | $500K+ | SH |
| LPLA | LPL FINL HLDGS INC | 2K | $500K+ | SH |
| TLH | ISHARES TR | 8K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| IEFA | ISHARES TR | 9K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| VKQ | INVESCO MUNICIPAL TRUST | 82K | $500K+ | SH |
| PSEC | PROSPECT CAP CORP | 304K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| SPHY | SPDR SERIES TRUST | 33K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 29K | $500K+ | SH |
| ALHC | ALIGNMENT HEALTHCARE INC | 38K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 62K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| DPG | DUFF & PHELPS UTLITY AND INF | 58K | $500K+ | SH |
| DECK | DECKERS OUTDOOR CORP | 7K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| APP | APPLOVIN CORP | 1K | $500K+ | SH |
| DOCU | DOCUSIGN INC | 10K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 823 | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| MPT | MEDICAL PPTYS TRUST INC | 137K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 6K | $500K+ | SH |
| GNL | GLOBAL NET LEASE INC | 74K | $500K+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 27K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 66K | $500K+ | SH |
| MYD | BLACKROCK MUNIYIELD FD INC | 59K | $500K+ | SH |
| TYG | TORTOISE ENERGY INFRA CORP | 15K | $500K+ | SH |
| XLC | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| VMO | INVESCO MUN OPPORTUNITY TR | 64K | $500K+ | SH |
| PKST | PEAKSTONE REALTY TRUST | 41K | $500K+ | SH |
| TTD | THE TRADE DESK INC | 15K | $500K+ | SH |
| HEFA | ISHARES TR | 14K | $500K+ | SH |
| IONQ | IONQ INC | 13K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| KYN | KAYNE ANDERSON ENERGY INFRST | 46K | $500K+ | SH |