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Concorde Asset Management, LLC

All holdings · as of Dec 31, 2025

241 positions

CompanyClassValueShares% of portfolio
ISHARES TR$553.5K11,0670.2%
Birkenstock Holding plc$551.1K13,4740.2%
iShares MSCI UAE ETF$535.1K2,1380.2%
LISTED FDS TR$525.0K7,9600.2%
INTEL CORP$519.5K14,0780.2%
ISHARES TR$514.0K2,3940.2%
TJX Cos Inc/The$512.5K3,3360.2%
NEUBERGER REAL ESTATE SECURITIES INCOME FUND INC$501.3K164,9000.2%
Nuveen Variable Rate Preferred & Income Fund$496.7K26,1000.2%
SOUNDHOUND AI, INC.$495.7K49,7200.2%
CATERPILLAR INC$487.0K8500.2%
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUNDWIWClosed-End Fund$474.6K55,2500.2%
VANGUARD TAX-MANAGED FDS$474.3K7,5930.2%
GOLDMAN SACHS ETF TR$467.4K4,6770.2%
iShares MSCI UAE ETF$447.2K5,1300.2%
J P MORGAN EXCHANGE TRADED F$434.0K9,3750.2%
WESTERN ASSET INTER MUNI FD$431.5K56,1780.2%
J P MORGAN EXCHANGE TRADED F$420.9K8,3340.2%
Nuveen Mortgage and Income Fund$415.6K22,8500.2%
American Healthcare REIT, Inc.$414.0K8,7980.2%
VANGUARD INDEX FDS$411.9K8440.2%
Paycom Software, Inc.$411.3K2,5810.2%
Alphabet Inc.$404.7K1,2900.2%
INDEPENDENCE REALTY TRUST, INC.$397.5K22,7430.2%
FIRST TR EXCHANGE TRADED FD$393.0K2,5680.2%
ISHARES GOLD TR$387.3K4,7710.2%
RBB FD INC$378.1K5,2680.2%
BLACKROCK ETF TRUST$376.5K9,7650.2%
BLACKROCK ETF TRUST$376.2K11,2980.2%
DoubleLine Income Solutions FundDSLClosed-End Fund$374.2K33,2000.1%
ISHARES TR$372.7K5,3690.1%
TORTOISE CAPITAL SERIES TRUS$371.4K18,2250.1%
ONEOK Inc$369.3K5,0240.1%
ISHARES TR$364.0K3,7800.1%
VANGUARD MUN BD FDS$363.4K7,2270.1%
iShares MSCI UAE ETF$361.1K15,6820.1%
Cohen & Steers Real Estate Opportunities & Income FundRLTYClosed-End Fund$355.0K24,1500.1%
CISCO SYSTEMS, INC.$345.2K4,4810.1%
SELECT SECTOR SPDR TR$343.5K2,3860.1%
ISHARES TR$343.4K6,5250.1%
ALTRIA GROUP, INC.$342.4K5,9380.1%
US BANCORP \DE$341.1K6,3920.1%
ETF SER SOLUTIONS$337.5K17,2500.1%
The Boeing Company$332.2K1,5300.1%
ISHARES SILVER TR$331.4K5,1440.1%
ISHARES TR$329.9K4,0910.1%
T ROWE PRICE ETF INC$329.0K6,5990.1%
NexPoint Real Estate Finance, Inc.NREFREIT$328.8K23,3500.1%
SPDR SERIES TRUST$325.4K4,0560.1%
INVESCO ACTIVELY MANAGED EXC$321.3K6,3940.1%
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