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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Concorde Financial Corp

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000463

Total Value
$168.1M
Positions
36
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (36)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT PHYSICAL GOLD TRSII840,560$16.9M10.07%
2TEXAS PACIFIC LAND CORPORATITPL14,226$15.7M9.36%
3ENERGY TRANSFER L PET-PI384,165$7.5M4.48%
4JPMORGAN CHASE & CO.VYLD30,894$7.4M4.41%
5EXPAND ENERGY CORPORATIONEXE74,294$7.4M4.40%
6BLACK STONE MINERALS L PBSMLP483,209$7.1M4.20%
7AMAZON COM INCAMZN29,444$6.5M3.84%
8MICROSOFT CORPMSFT15,145$6.4M3.80%
9EXXON MOBIL CORPXOM58,303$6.3M3.73%
10ABBVIE INCABBV32,897$5.8M3.48%
11J P MORGAN EXCHANGE TRADED F46641Q837111,655$5.6M3.36%
12OCCIDENTAL PETE CORP674599105108,897$5.4M3.22%
13TJX COS INC NEW87254010942,561$5.1M3.06%
14CHUBB LIMITEDCB17,863$5.0M2.95%
15DIAMONDBACK ENERGY INCFANG27,682$4.5M2.70%
16FRANCO NEV CORPFNV37,667$4.4M2.64%
17JOHNSON & JOHNSONJNJ29,222$4.2M2.51%
18HOWARD HUGHES HOLDINGS INCHHH54,076$4.2M2.48%
19FIRST INDL RLTY TR INC32054K10375,479$3.8M2.27%
20HUBBELL INCHUBB8,685$3.6M2.16%
21LOUISIANA PAC CORPLPX34,540$3.6M2.13%
22TEXAS INSTRS INC88250810418,824$3.5M2.10%
23LOWES COS INC54866110713,774$3.4M2.02%
24WARNER BROS DISCOVERY INCWBD320,238$3.4M2.01%
25NORTHROP GRUMMAN CORPNOC7,166$3.4M2.00%
26MARTIN MARIETTA MATLS INC5732841065,980$3.1M1.84%
27CANADIAN PACIFIC KANSAS CITYCP39,323$2.9M1.70%
28HERSHEY COHSY16,536$2.8M1.67%
29J P MORGAN EXCHANGE TRADED F46654Q20343,713$2.5M1.48%
30EASTMAN CHEM COEMN21,816$2.0M1.19%
31DORCHESTER MINERALS LPDMLP49,241$1.6M0.98%
32BUNGE GLOBAL SABG15,466$1.2M0.72%
33PIMCO ETF TR72201R8337,208$726,1340.43%
34SPDR SER TR78468R5563,462$458,2650.27%
35VANGUARD INDEX FDS922908363749$403,5690.24%
36SPDR SER TR78468R5492,571$202,9030.12%