Concord, NCCIK 19011664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
129 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 507.8K | $138.04M | 10.0% | −26.3K | Reduced |
| 2 | Alphabet Inc | 341.8K | $107.27M | 7.7% | −21.6K | Reduced |
| 3 | Microsoft Corp | 200.5K | $96.98M | 7.0% | +683 | Added |
| 4 | Berkshire Hathaway Inc Del |
| 117 |
| $88.31M |
| 6.4% |
| −2 |
| Reduced |
| 5 | Visa Inc | 191.7K | $67.24M | 4.9% | +515 | Added |
| 6 | Jpmorgan Chase & Co. | 198.2K | $63.86M | 4.6% | −5.7K | Reduced |
| 7 | Thermo Fisher Scientific Inc | 80.8K | $46.83M | 3.4% | +521 | Added |
| 8 | American Express Co | 121.8K | $45.05M | 3.3% | −3.7K | Reduced |
| 9 | Amazon Com Inc | 191.2K | $44.14M | 3.2% | +565 | Added |
| 10 | Exxon Mobil Corp | 365.9K | $44.03M | 3.2% | +823 | Added |
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