SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Concorde Financial Corp

CIK 0001911822 · 8383 PRESTON CENTER PLAZA DRIVE, SUITE 360, DALLAS, TX, 75225 · 972-701-5400

Reported Value
$90M
Q2 2022
Positions
37
Filings on Record
18
2019–present window
Filed
Aug 12, 2022
original filing

Summary

Concorde Financial Corp reported $90M in U.S.-listed holdings across 37 positions for Q2 2022.

Its largest position, Sprott Physical Gold Tr, represents 14.3% of the portfolio.

Compared with Q1 2022, the fund opened 8 new positions and exited 31.

Portfolio Metrics

Turnover
+1.4%
vs prior filed quarter
Top-10 Concentration
+68.6%
share of reported value
Largest Position
+14.3%
Sprott Physical Gold Tr
New / Exited
8 / 31
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $159MQ4 ’21Q1 ’22: $163MQ2 ’22: $90MQ3 ’22: $148MQ3 ’22Q4 ’22: $148MQ1 ’23: $137MQ2 ’23: $153MQ2 ’23Q3 ’23: $59MQ4 ’23: $146MQ1 ’24: $110MQ1 ’24Q2 ’24: $152MQ3 ’24: $170MQ4 ’24: $168MQ4 ’24Q1 ’25: $181MQ2 ’25: $169MQ3 ’25: $180MQ3 ’25Q4 ’25: $129MQ1 ’26: $127Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 54.0%Closed-End Fund: 14.3%ETP: 10.6%Other: 7.4%REIT: 6.8%Other: 6.9%
  • Common Stock · 54.0% · $48M
  • Closed-End Fund · 14.3% · $13M
  • ETP · 10.6% · $9M
  • Other · 7.4% · $7M
  • REIT · 6.8% · $6M
  • Other · 6.9% · $6M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
RNGRGBPRANGER ENERGY SVCS INCNEW+13.1K13.1K+$133,000$133,000
JNPJUNIPER NETWORKS INCNEW+359359+$10,000$10,000
METAMETA PLATFORMS INCNEW+5050+$8,000$8,000
BACVERIZON COMMUNICATIONS INCNEW+155155+$8,000$8,000
BBBLACKBERRY LTDNEW+150150+$1,000$1,000
KDPKEURIG DR PEPPER INCNEW+1515+$1,000$1,000
KDKYNDRYL HLDGS INCNEW+1313+$0$0
VFFVILLAGE FARMS INTL INCNEW+150150+$0$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2022

36 positions
#IssuerClass% PortfolioValueShares
1SPROTT PHYSICAL GOLD TRUNIT14.31%$13M903.6K
2TPLTEXAS PACIFIC LAND CORPORATIhistory →COM13.30%$12M8.0K
3ABBVABBVIE INChistory →COM7.18%$6M42.0K
4J P MORGAN EXCHANGE TRADED FULTRA SHRT INC6.59%$6M117.8K
5EXMOCEXXON MOBIL CORPhistory →COM5.88%$5M61.4K
6JPMJPMORGAN CHASE & COhistory →COM4.74%$4M37.6K
7BUNGE LIMITEDCOM4.71%$4M46.5K
8CMCSACOMCAST CORP NEWhistory →CL A4.03%$4M92.0K
9DWDPEURDUPONT DE NEMOURS INChistory →COM3.99%$4M64.3K
10EHCENCOMPASS HEALTH CORPhistory →COM3.84%$3M61.4K
11KMIKINDER MORGAN INC DELhistory →COM3.83%$3M204.5K
12FBINFORTUNE BRANDS HOME & SEC INhistory →COM3.72%$3M55.7K
13MPTMEDICAL PPTYS TRUST INChistory →COM3.52%$3M202.4K
14PIMCO ETF TRENHAN SHRT MA AC3.35%$3M30.3K
15FIRST INDL RLTY TR INCCOM3.25%$3M61.0K
16BSMBLACK STONE MINERALS L Phistory →COM UNIT3.08%$3M201.5K
17CANADIAN PAC RY LTDCOM2.67%$2M34.2K
18MRNAMODERNA INChistory →COM2.62%$2M16.5K
19DMLPDORCHESTER MINERALS LPhistory →COM UNIT2.00%$2M75.0K
20KRPKIMBELL RTY PARTNERS LPhistory →UNIT1.83%$2M104.7K
21SPDR SER TRS&P OILGAS EXP · OILGAS EQUIP0.63%$567,0006.0K
22HHC*HOWARD HUGHES CORPCOM0.59%$527,0007.8K
23RNGRGBPRANGER ENERGY SVCS INCCOM CL A0.15%$133,00013.1K
24LNGCHENIERE ENERGY INCCOM NEW0.08%$74,000558
25ALPS ETF TRALERIAN MLP0.03%$24,000700
26CLARIVATE PLC5.25% PFD CONV A0.02%$20,000350
27CTVACORTEVA INCCOM0.02%$16,000292
28JNPJUNIPER NETWORKS INCCOM0.01%$10,000359
29BACVERIZON COMMUNICATIONS INCCOM0.01%$8,000155
30METAMETA PLATFORMS INCCL A0.01%$8,00050
31INVHINVITATION HOMES INCCOM0.01%$6,000175
32KDPKEURIG DR PEPPER INCCOM0.00%$1,00015
33BBBLACKBERRY LTDCOM0.00%$1,000150
34KDKYNDRYL HLDGS INCCOMMON STOCK0.00%$013
35DESKTOP METAL INCCOM CL A0.00%$0125
36VFFVILLAGE FARMS INTL INCCOM0.00%$0150

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$127M26May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$129M27Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$180M36Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$169M55Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$181M34May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$168M36Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$170M39Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$152M40Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$110M37May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$146M36Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$59M29Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$153M35Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$137M33May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$148M58Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$148M58Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$90M37Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$163M60May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$159M134Feb 17, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.