Concorde Asset Management, LLC
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 249,996
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 241 | 249,996 | 13F-HR | Concorde Asset Management, LLC |
| Q3 2025 | 11/14/2025 | 222 | 239,118 | 13F-HR | Concorde Asset Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 178.5 K | 71.5% | 7.142 K | 0 | 7.142 K |
| ETFs | 65.87 K | 26.4% | 3.386 K | 0 | 3.386 K |
| Debt | 305 | 0.1% | 0 | 8 | -8 |
| Other | 5.078 K | 2.0% | 405 | 0 | 405 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
249,996
Holdings
241
QoQ value change ($000)
10,878
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.