13F Filings History of Concord Investment Counsel Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$307,937,926
Signature - Title
Mitchell Pletcher - Chief Compliance Officer
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by Concord Investment Counsel Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Concord Investment Counsel Inc. reported 40 stock holdings with total value $307,937,926 as of Q4 2025. Top holdings included NVDA, AAPL, GOOGL, AMZN, and XLI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 40 $307,937,926 +$27,633,669 -$21,284,220 +$6,349,449 NVDA, AAPL, GOOGL, AMZN, XLI 13F-HR 09 Feb 2026, 19:43
Q3 2025 39 $315,039,393 $0 $0 $0 NVDA, AAPL, AMZN, XLI, GOOGL 13F-HR 14 Nov 2025, 15:38
Q1 2024 53 $276,802,776 $0 $0 $0 NVDA, AAPL, XLI, AMZN, MSFT 13F-HR 06 May 2024, 16:08