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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 Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002025

Total Value
$169.1M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPROTT PHYSICAL GOLD TRSII620,923$15.7M9.31%
2TEXAS PACIFIC LAND CORPORATITPL14,021$14.8M8.76%
3JPMORGAN CHASE & CO.VYLD30,547$8.9M5.24%
4EXPAND ENERGY CORPORATIONEXE71,264$8.3M4.93%
5BLACK STONE MINERALS L PBSMLP601,495$7.9M4.65%
6ENERGY TRANSFER L PET-PI389,238$7.1M4.17%
7AMAZON COM INCAMZN29,680$6.5M3.85%
8J P MORGAN EXCHANGE TRADED F46641Q837126,774$6.4M3.80%
9EXXON MOBIL CORPXOM59,182$6.4M3.77%
10MICROSOFT CORPMSFT12,276$6.1M3.61%
11ABBVIE INCABBV32,705$6.1M3.59%
12CHUBB LIMITEDCB18,330$5.3M3.14%
13TJX COS INC NEW87254010941,759$5.2M3.05%
14DIAMONDBACK ENERGY INCFANG36,503$5.0M2.97%
15OCCIDENTAL PETE CORP674599105118,668$5.0M2.95%
16JOHNSON & JOHNSONJNJ29,217$4.5M2.64%
17WARNER BROS DISCOVERY INCWBD326,365$3.7M2.21%
18FIRST INDL RLTY TR INC32054K10376,823$3.7M2.19%
19HOWARD HUGHES HOLDINGS INCHHH53,885$3.6M2.15%
20FRANCO NEV CORPFNV22,051$3.6M2.14%
21HUBBELL INCHUBB8,808$3.6M2.13%
22BUNGE GLOBAL SABG44,212$3.5M2.10%
23MARTIN MARIETTA MATLS INC5732841066,055$3.3M1.97%
24CANADIAN PACIFIC KANSAS CITYCP39,652$3.1M1.86%
25LOWES COS INC54866110713,897$3.1M1.82%
26LOUISIANA PAC CORPLPX34,937$3.0M1.78%
27HERSHEY COHSY17,444$2.9M1.71%
28J P MORGAN EXCHANGE TRADED F46654Q20344,315$2.4M1.43%
29BERKSHIRE HATHAWAY INC DELBRK-A4,590$2.2M1.32%
30CISCO SYS INCCSCO26,116$1.8M1.07%
31EASTMAN CHEM COEMN22,561$1.7M1.00%
32NORTHROP GRUMMAN CORPNOC3,213$1.6M0.95%
33DORCHESTER MINERALS LPDMLP45,751$1.3M0.75%
34PIMCO ETF TR72201R8337,333$737,2230.44%
35SPDR SERIES TRUST78468R5563,462$435,5200.26%
36SPDR SERIES TRUST78468R5492,571$163,1040.10%
37TEXAS CAPITAL FUNDS TRUST88224A1022,986$103,6740.06%
38SEAPORT ENTMT GROUP INCSE4,950$92,3180.05%
39US BANCORP DELUSB-PS1,012$45,7930.03%
40NVIDIA CORPORATIONNVDA150$23,6990.01%
41CORTEVA INCCTVA292$21,7630.01%
42MGM RESORTS INTERNATIONALMGM550$18,9150.01%
43BURFORD CAP LTDBUR900$12,8340.01%
44VALUED ADVISERS TR92046L338501$12,7860.01%
45DUPONT DE NEMOURS INCDD146$10,0140.01%
46J P MORGAN EXCHANGE TRADED F46654Q724150$9,3870.01%
47PIMCO DYNAMIC INCOME STRATEGPDX300$7,3950.00%
48SABLE OFFSHORE CORPSOC300$6,5940.00%
49PLAINS ALL AMERN PIPELINE L726503105300$5,4960.00%
50BOSTON OMAHA CORPBOC300$4,2120.00%
51DOW INCDOW146$3,8660.00%
52PIPER SANDLER COMPANIESPIPR10$2,7790.00%
53AURORA INNOVATION INCAUROW500$2,6200.00%
54NET POWER INCNPWR-WT1,000$2,4700.00%
55SIMON PPTY GROUP INC NEW82880610915$2,4110.00%