| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Small Cap Value Fund | 7 | Q4 2014 | 5.9% |
| Schwab (Charles) Corp. | 7 | Q4 2014 | 4.7% |
| United Technologies Corp | 7 | Q4 2014 | 4.2% |
| Lowe's Companies | 7 | Q4 2014 | 4.7% |
| Metlife, Inc. | 7 | Q4 2014 | 4.0% |
| Berkshire Hathaway Class B | 7 | Q4 2014 | 4.0% |
| Danaher Corporation | 7 | Q4 2014 | 4.2% |
| Mondelez International | 7 | Q4 2014 | 3.7% |
| Discovery Communications - C | 7 | Q4 2014 | 3.7% |
| Target Corp. | 7 | Q4 2014 | 4.0% |
View CONCORD ASSET MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-01-26 |
| 13F-HR | 2014-10-28 |
| 13F-HR | 2014-07-31 |
| 13F-HR | 2014-05-01 |
| 13F-HR | 2014-02-06 |
| 13F-HR | 2013-10-30 |
| 13F-HR | 2013-07-31 |
| 13F-HR | 2013-04-10 |
| 13F-HR | 2013-02-12 |
| 13F-HR | 2012-10-24 |
View CONCORD ASSET MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.