Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CONCORD ASSET MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2014-12-31)

CONCORD ASSET MANAGEMENT LLC (CIK 1275124) reported $288.4M across 57 reported positions in its SEC 13F filing for 2014-12-31. Largest positions: VBR ($15.8M, 5.48%), LOW ($13.5M, 4.67%), BRK/B ($11.6M, 4.03%), UNP ($11.3M, 3.93%), RTX ($11.1M, 3.84%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VBRVanguard Small Cap Value Fund$15.8M5.48%149,392Trimmed
2LOWLowe's Companies$13.5M4.67%195,764Trimmed
3BRK/BBerkshire Hathaway Class B$11.6M4.03%77,339Trimmed
4UNPUnion Pacific Corp.$11.3M3.93%95,164Trimmed
5RTXUnited Technologies Corp$11.1M3.84%96,405Trimmed
6SCHWSchwab (Charles) Corp.$10.8M3.76%358,948Trimmed
7METMetlife, Inc.$10.1M3.50%186,531Trimmed
8AAPLApple Computers$10.1M3.50%91,486Trimmed
9TGTTarget Corp.$10.1M3.49%132,633Trimmed
10DHRDanaher Corporation$10.0M3.48%117,083Added
11BDXBecton Dickinson & Co.$10.0M3.48%72,194Trimmed
12MDLZMondelez International$10.0M3.48%276,246Trimmed
13JNJJohnson & Johnson$9.1M3.17%87,334Trimmed
14NVSNovartis AG-ADR$8.7M3.00%93,512Trimmed
15EMCEMC Corp.$8.4M2.92%282,881Trimmed
16QCOMQualcomm Inc.$8.4M2.91%112,759Trimmed
17DISCKDiscovery Communications - C$8.3M2.86%245,005Trimmed
18NSRGYNestle SA - Spons ADR$8.3M2.86%112,525Trimmed
19MSFTMicrosoft Corp.$8.2M2.84%176,389Trimmed
20XOMExxon Mobil Corporation$7.9M2.73%85,315Trimmed
21KOCoca Cola Co.$7.8M2.69%183,993Trimmed
22SLBSchlumberger, Ltd.$7.3M2.54%85,788Trimmed
23VTIVanguard Total Stock Market Vi$7.2M2.49%67,702Trimmed
24VBKVanguard Small-Cap Growth ETF$7.2M2.49%57,065Added
25FMXFomento Economico Mexico S.A.B$7.0M2.44%80,016Trimmed

Source: SEC Form 13F filings · as of 2014-12-31