CONWX
Concorde Wealth Management Fund
Concorde Funds Inc

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Oil Royalty Traders 6.28%
Commodity Contracts Brokers & Dealers 4.72%
Fire, Marine & Casualty Insurance 3.19%
National Commercial Banks 3.01%
Crude Petroleum & Natural Gas 11.69%
Petroleum Refining 2.99%
Retail-Catalog & Mail-Order Houses 2.31%
Retail-Family Clothing Stores 2.02%
Retail-Lumber & Other Building Materials Dealers 1.15%
Search, Detection, Navigation, Guidance, Aeronautical Sys 0.99%
Gold and Silver Ores 3.92%
Mining & Quarrying of Nonmetallic Minerals (No Fuels) 1.31%
Services-Prepackaged Software 1.81%
Computer Communications Equipment 1.55%
Electronic Components & Accessories 1.53%
Pharmaceutical Preparations 3.33%
Sugar & Confectionery Products 1.70%
Fats & Oils 1.57%
Natural Gas Transmission 3.11%
Real Estate Investment Trusts 1.80%
Lumber & Wood Products (No Furniture) 1.39%
Unclassified 38.62%

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