Concord Asset Management, LLC/VA
Sector Allocation
- Other52.4%$338.6M
- Technology19.1%$123.2M
- Financials9.6%$62.1M
- Consumer Discretionary3.9%$25.1M
- Industrials3.7%$24.1M
- Healthcare3.6%$23.0M
- Consumer Staples2.5%$16.1M
- Energy1.9%$12.3M
- Utilities1.6%$10.4M
- Materials0.9%$5.5M
AUM History
13fpro.ai/research/fund/concord-asset-management-llc-va-2031885
Conviction and streaks
Stable · top 10 = 44.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$37.4M
- SSGA$33.1M
- SPDR$33.0M
- SPDR$32.9M
- SPDR$32.9M
- VANGUARD$32.5M
- SPDR$24.5M
- AMERICAN$22.6M
NVDA
$19.3MAAPL
$17.8MAVGO
$12.1M- SPDR$11.6M
GOOGL
$11.1M- AMERICAN$10.8M
MSFT
$10.1MIVZ
$9.9MWT
$9.4MAMZN
$9.2MJPM
$8.9MAMAT
$8.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/concord-asset-management-llc-va-2031885
Concord Asset Management, LLC/VA 13F holdings — Q2 2026
$645.8M portfolio (+9.1% QoQ) · 126 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio
- 1
SPDR INDEX SHS FDS - ST STR PO EX ETF
$37.4M
5.8% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SSGA ACTIVE TR - ST STR BLACK ETF
$33.1M
5.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SPDR SERIES TRUST - ST INTER ETF
$33.0M
5.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST INTER BD ETF
$32.9M
5.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST SHOR CORP ETF
$32.9M
5.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$32.5M
5.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR P500GRW
$24.5M
3.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$22.6M
3.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $19.3M
3.0% of stocks
+0.5%This quarter+10.9%Since filed7+ qtrsHeld$17.8M
2.8% of stocks
+0.2%This quarter+3.0%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $37.4M | 5.8% | -0.9% | — | — | — | — | |
| 2 | SSGA ACTIVE TR - ST STR BLACK ETF | $33.1M | 5.1% | +4% | — | — | — | — | |
| 3 | SPDR SERIES TRUST - ST INTER ETF | $33.0M | 5.1% | +4% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST INTER BD ETF | $32.9M | 5.1% | +3% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST SHOR CORP ETF | $32.9M | 5.1% | +2% | — | — | — | — | |
| 6 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $32.5M | 5.0% | +4% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR P500GRW | $24.5M | 3.8% | -3% | — | — | — | — | |
| 8 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $22.6M | 3.5% | -2% | — | — | — | — | |
| 9 | $19.3M | 3.0% | +0.5% | +10.9% | 7+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $17.8M | 2.8% | +0.2% | +3.0% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Concord Asset Management, LLC/VA (Q2 2026)
126 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $12.1M | 1.9% | 32K | +0.6% | 7+ qtrs | 84.5 | 13F | |
| 12 | — | SPDR INDEX SHS FDS - ST S&P INTL ETFetf/fund | — | $11.6M | 1.8% | 252K | +1% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $11.1M | 1.7% | 31K | +3% | 7+ qtrsAdded 2 qtrs in a row | 77.7 | 13F | |
| 14 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $10.8M | 1.7% | 87K | -1.0% | — | — | 13F |
| 15 | MICROSOFT CORP | Technology | $10.1M | 1.6% | 27K | -12% | 7+ qtrs | 79.8 | 13F | |
| 16 | Invesco Ltd. | Financials | $9.9M | 1.5% | 88K | +2% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | WisdomTree, Inc. | Financials | $9.4M | 1.5% | 167K | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $9.2M | 1.4% | 39K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JPMORGAN CHASE & CO | Financials | $8.9M | 1.4% | 27K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | APPLIED MATERIALS INC /DE | Technology | $8.6M | 1.3% | 12K | -10% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CATERPILLAR INC | Industrials | $8.6M | 1.3% | 8,092 | -5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - INTL DIV GRWTHetf/fund | — | $7.8M | 1.2% | 89K | -1% | — | — | 13F |
| 23 | — | VANGUARD WHITEHALL FDS - INTL DVD ETFetf/fund | — | $7.5M | 1.2% | 80K | -0.7% | — | — | 13F |
| 24 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund | — | $7.1M | 1.1% | 78K | -6% | — | — | 13F |
| 25 | LAM RESEARCH CORP | Technology | $6.7M | 1.0% | 16K | -9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $META | Meta Platforms, Inc. | Technology | $6.4M | 1.0% | 11K | -3% | |||
| 27 | — | ISHARES TR - CORE DIV GRWTH | — | $5.6M | 0.9% | 74K | -3% | |||
| 28 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.5M | 0.8% | 5,451 | +0.9% | |||
| 29 | $NEE | NEXTERA ENERGY INC | Utilities | $5.4M | 0.8% | 61K | +30% | |||
| 30 | $KO | COCA COLA CO | Consumer Staples | $5.0M | 0.8% | 62K | -4% | |||
| 31 | $MS | MORGAN STANLEY | Financials | $4.8M | 0.8% | 23K | -0.7% | |||
| 32 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.7M | 0.7% | 9,129 | -3% | |||
| 33 | $STLD | STEEL DYNAMICS INC | Materials | $4.6M | 0.7% | 20K | -2% | |||
| 34 | $CVS | CVS HEALTH Corp | Healthcare | $4.6M | 0.7% | 44K | +12% | |||
| 35 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.4M | 0.7% | 17K | -5% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.3M | 0.7% | 31K | +1% | |||
| 37 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $4.3M | 0.7% | 46K | +7% | |||
| 38 | — | PROSHARES TR - S&P 500 DV ARIST | — | $4.1M | 0.6% | 73K | +95% | |||
| 39 | $CSCO | CISCO SYSTEMS, INC. | Technology | $4.1M | 0.6% | 35K | +85% | |||
| 40 | $ETN | Eaton Corp plc | Industrials | $4.1M | 0.6% | 9,665 | +2% | |||
| 41 | $UNP | UNION PACIFIC CORP | Industrials | $4.0M | 0.6% | 15K | -14% | |||
| 42 | $LLY | ELI LILLY & Co | Healthcare | $3.8M | 0.6% | 3,192 | +8% | |||
| 43 | $COP | CONOCOPHILLIPS | Energy | $3.8M | 0.6% | 37K | +6% | |||
| 44 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.8M | 0.6% | 9,046 | +4% | |||
| 45 | $KLAC | KLA CORP | Technology | $3.7M | 0.6% | 12K | +791% | |||
| 46 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $3.4M | 0.5% | 2,493 | -8% | |||
| 47 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.3M | 0.5% | 8,055 | +14% | |||
| 48 | $TFC | TRUIST FINANCIAL CORP | Financials | $3.3M | 0.5% | 66K | — | |||
| 49 | — | ISHARES INC - ASIA/PAC DIV ETF | — | $3.3M | 0.5% | 69K | -1% | |||
| 50 | $AMGN | AMGEN INC | Healthcare | $3.2M | 0.5% | 8,937 | +2% | |||
| 51 | — | ISHARES INC - EM MKTS DIV ETF | — | $3.2M | 0.5% | 100K | -0.8% | |||
| 52 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.2M | 0.5% | 22K | +2% | |||
| 53 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $3.2M | 0.5% | 4,876 | -31% | |||
| 54 | $V | VISA INC. | Financials | $3.1M | 0.5% | 9,071 | -2% | |||
| 55 | $CVX | CHEVRON CORP | Energy | $3.1M | 0.5% | 19K | -11% | |||
| 56 | $MU | MICRON TECHNOLOGY INC | Technology | $3.0M | 0.5% | 2,601 | New | |||
| 57 | $MRVL | Marvell Technology, Inc. | Technology | $3.0M | 0.5% | 10K | New | |||
| 58 | $GOOG | Alphabet Inc. | Technology | $2.9M | 0.5% | 8,227 | +1% | |||
| 59 | $MA | Mastercard Inc | Financials | $2.9M | 0.4% | 5,568 | -6% | |||
| 60 | $DIS | Walt Disney Co | Communication Services | $2.9M | 0.4% | 30K | +10% | |||
| 61 | $CB | Chubb Ltd | Financials | $2.8M | 0.4% | 8,257 | +1% | |||
| 62 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.8M | 0.4% | 7,935 | -27% | |||
| 63 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.7M | 0.4% | 10K | +17% | |||
| 64 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $2.7M | 0.4% | 8,077 | +1% | |||
| 65 | $WMT | Walmart Inc. | Consumer Staples | $2.6M | 0.4% | 23K | -9% | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.5M | 0.4% | 4,350 | New | |||
| 67 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $2.5M | 0.4% | 6,594 | +0.4% | |||
| 68 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCAP HIG | — | $2.5M | 0.4% | 174K | -2% | |||
| 69 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.5M | 0.4% | 2,621 | -16% | |||
| 70 | — | VANGUARD WORLD FD - INF TECH ETF | — | $2.2M | 0.3% | 18K | +2695% | |||
| 71 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.1M | 0.3% | 14K | -6% | |||
| 72 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.9M | 0.3% | 60K | -6% | |||
| 73 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.9M | 0.3% | 6,585 | -5% | |||
| 74 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.8M | 0.3% | 21K | -3% | |||
| 75 | $INTC | INTEL CORP | Technology | $1.8M | 0.3% | 13K | New | |||
| 76 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.8M | 0.3% | 19K | +6% | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.7M | 0.3% | 9,001 | +451% | |||
| 78 | $RTX | RTX Corp | Industrials | $1.7M | 0.3% | 8,935 | -20% | |||
| 79 | $C | CITIGROUP INC | Financials | $1.7M | 0.3% | 12K | -2% | |||
| 80 | $DUK | Duke Energy CORP | Utilities | $1.7M | 0.3% | 13K | +0.8% | |||
| 81 | $D | DOMINION ENERGY, INC | Utilities | $1.6M | 0.3% | 24K | -0.5% | |||
| 82 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 0.3% | 38K | +0.3% | |||
| 83 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.6M | 0.3% | 28K | +0.1% | |||
| 84 | $SO | SOUTHERN CO | Utilities | $1.5M | 0.2% | 16K | -60% | |||
| 85 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.2% | 6,000 | -0.2% | |||
| 86 | $AFL | AFLAC INC | Financials | $1.5M | 0.2% | 13K | +0.3% | |||
| 87 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.4M | 0.2% | 2,020 | — | |||
| 88 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.3M | 0.2% | 16K | -2% | |||
| 89 | — | PROSHARES TR - S&P TECH DIVIDEN | — | $1.3M | 0.2% | 12K | -10% | |||
| 90 | — | SPDR SERIES TRUST - ST STR SECTO ETF | — | $1.2M | 0.2% | 26K | -7% | |||
| 91 | $QCOM | QUALCOMM INC/DE | Technology | $1.2M | 0.2% | 6,387 | +7% | |||
| 92 | $ORCL | ORACLE CORP | Technology | $1.2M | 0.2% | 8,038 | +4% | |||
| 93 | $DVN | DEVON ENERGY CORP/DE | Energy | $1.1M | 0.2% | 27K | New | |||
| 94 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.1M | 0.2% | 19K | +0.4% | |||
| 95 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.1M | 0.2% | 4,056 | -0.7% | |||
| 96 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $1.1M | 0.2% | 5,255 | -0.9% | |||
| 97 | $PFE | PFIZER INC | Healthcare | $1.0M | 0.2% | 43K | -0.2% | |||
| 98 | $PEP | PEPSICO INC | Consumer Staples | $1.0M | 0.2% | 7,691 | -0.7% | |||
| 99 | $CRM | Salesforce, Inc. | Technology | $1.0M | 0.2% | 6,402 | -51% | |||
| 100 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $991K | 0.1% | 6,269 | -7% | |||
| 101 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $979K | 0.1% | 1,329 | — | |||
| 102 | $BLK | BlackRock, Inc. | Financials | $955K | 0.1% | 993 | +0.9% | |||
| 103 | $NOW | ServiceNow, Inc. | Technology | $938K | 0.1% | 9,445 | -37% | |||
| 104 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | — | $919K | 0.1% | 5,955 | New | |||
| 105 | $LIN | LINDE PLC | Materials | $906K | 0.1% | 1,747 | +0.9% | |||
| 106 | $SPY | SPDR S&P 500 ETF TRUST | — | $892K | 0.1% | 1,194 | -0.1% | |||
| 107 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $883K | 0.1% | 5,296 | -3% | |||
| 108 | $CCZ | COMCAST CORP | Communication Services | $774K | 0.1% | 32K | -20% | |||
| 109 | $PLTR | Palantir Technologies Inc. | Technology | $593K | 0.1% | 5,084 | New | |||
| 110 | $SWKS | SKYWORKS SOLUTIONS, INC. | Technology | $578K | 0.1% | 8,521 | -0.1% | |||
| 111 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $515K | 0.1% | 7,127 | -4% | |||
| 112 | $SPGI | S&P Global Inc. | Financials | $420K | 0.1% | 1,032 | +4% | |||
| 113 | — | VANECK ETF TRUST - IG FLOA RATE ETF | — | $410K | 0.1% | 16K | -8% | |||
| 114 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $354K | 0.1% | 14K | -4% | |||
| 115 | — | VALUED ADVISERS TR - REGAN FLTG RATE | — | $345K | 0.1% | 13K | New | |||
| 116 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $338K | 0.1% | 4,605 | New | |||
| 117 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | — | $337K | 0.1% | 8,362 | -56% | |||
| 118 | — | ISHARES TR - ESG MSCI KLD ETF | — | $284K | 0.0% | 1,995 | -2% | |||
| 119 | — | ISHARES TR - US TELECOM ETF | — | $263K | 0.0% | 6,211 | New | |||
| 120 | — | ISHARES TR - MSCI USA MIN ETF | — | $257K | 0.0% | 2,669 | -4% | |||
| 121 | $XEL | XCEL ENERGY INC | Utilities | $252K | 0.0% | 3,139 | — | |||
| 122 | — | SPDR SERIES TRUST - ST STR SW SERV | — | $249K | 0.0% | 1,452 | New | |||
| 123 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $245K | 0.0% | 514 | New | |||
| 124 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $233K | 0.0% | 2,173 | New | |||
| 125 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $228K | 0.0% | 455 | -38% | |||
| 126 | $IVZ | Invesco Ltd. | Financials | $200K | 0.0% | 1,760 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 45 added to, 63 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$MUMICRON TECHNOLOGY INC$3.0M
first bought this quarter
$MRVLMarvell Technology, Inc.$3.0M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$2.5M
first bought this quarter
$INTCINTEL CORP$1.8M
first bought this quarter
$DVNDEVON ENERGY CORP/DE$1.1M
first bought this quarter
- SPDR SERIES TRUST - SP O&G EXPL PRO$919K
first bought this quarter
+7 more in the Excel export
Added to (45)
$KLACKLA CORP+791%
now $3.7M · held 7+ qtrs
- VANGUARD WORLD FD - INF TECH ETF+2695%
now $2.2M
- PROSHARES TR - S&P 500 DV ARIST+95%
now $4.1M
$CSCOCISCO SYSTEMS, INC.+85%
now $4.1M · held 6 qtrs, 2 adds in a row
- SELECT SECTOR SPDR TR - ST STR TECHN ETF+451%
now $1.7M
$NEENEXTERA ENERGY INC+30%
now $5.4M · held 7+ qtrs, 2 adds in a row
+39 more in the Excel export
Trimmed (63)
$SOSOUTHERN CO-60%
now $1.5M · held 7+ qtrs
now $10.1M · held 7+ qtrs
- VANECK ETF TRUST - SEMICONDUCTR ETF-31%
now $3.2M
$CRMSalesforce, Inc.-51%
now $1.0M · held 7+ qtrs
$HDHOME DEPOT, INC.-27%
now $2.8M · held 7+ qtrs
now $8.6M · held 7+ qtrs
+57 more in the Excel export
Holdings by quarter
Every 13F Concord Asset Management, LLC/VA has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Concord Asset Management?
Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Concord Asset Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.8%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 17% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Concord Asset Management, LLC/VA disclosed 126 positions worth $645.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 13 new positions and exited 5 — including a new stake in $MU and a full exit from $MCK. The portfolio is most concentrated in Other (52.4% of disclosed assets). All figures are sourced directly from Concord Asset Management, LLC/VA’s Form 13F-HR filing with the SEC under CIK 2031885.
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AI-Powered Hedge Fund Analysis: Concord Asset Management, LLC/VA
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Every holding in Concord Asset Management, LLC/VA's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.