Concord Investment Counsel Inc.
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 366,359
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 50 | 366,359 | 13F-HR | Concord Investment Counsel Inc. |
| Q1 2026 | 5/12/2026 | 41 | 296,967 | 13F-HR | Concord Investment Counsel Inc. |
| Q4 2025 | 2/10/2026 | 40 | 307,938 | 13F-HR | Concord Investment Counsel Inc. |
| Q3 2025 | 11/14/2025 | 39 | 315,039 | 13F-HR | Concord Investment Counsel Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 251.1 K | 68.5% | 39.91 K | 0 | 39.91 K |
| ETFs | 115.3 K | 31.5% | 29.48 K | 0 | 29.48 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
366,359
Holdings
50
QoQ value change ($000)
69,392
(23.4%)
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.