DOSSIER · 13F-HR · Q2 2026
Concord Investment Counsel Inc.
$366M in tracked AUM across 50 positions as of Q2 2026.
CI
CIK 0002022154 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Concord Investment Counsel Inc.
1. Portfolio Overview
Concord Investment Counsel Inc. has reported a significant contraction in portfolio assets, decreasing the total market value from approximately $277.03 million to $194.21 million as of the report date (noted as 2025-09-30 in the data). This represents a decrease of -29.9% over the period. This reduction is not solely attributable to market performance but is largely driven by a substantial...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.