Concord Investment Counsel Inc.
RIA/Wealth
Concord Investment Counsel Inc. is a RIA/Wealth based in Irvine, CA led by Mitchell Anthony Pletcher, reporting $319.8M in AUM as of Q3 2025 with 66% concentrated in top 10 holdings.
PresidentMitchell Anthony Pletcher
- Portfolio Value
- $315.0M
- Positions
- 39
- Top Holding
- NVDA at 14.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Concord Investment Counsel Inc.'s portfolio (66.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $45.0M | 14.29% | -$9.0M Sold | 0.00% 241.3K shares | |
Consumer Electronics Technology | $26.4M | 8.38% | -$11.8M Sold | 0.00% 103.7K shares | |
Specialty Retail Consumer Cyclical | $22.1M | 7.00% | -$3.2M Sold | 0.00% 100.5K shares | |
ETF ETF | $21.9M | 6.94% | -$6.5M Sold | — 141.7K shares | |
Internet Content & Information Communication Services | $18.7M | 5.94% | -$2.9M Sold | 0.00% 77.0K shares | |
Software - Infrastructure Technology | $16.6M | 5.26% | -$3.4M Sold | 0.00% 32.0K shares | |
Entertainment Communication Services | $15.7M | 4.98% | -$3.0M Sold | 0.00% 13.1K shares | |
Internet Content & Information Communication Services | $15.6M | 4.94% | +$160.1K Bought | 0.00% 21.2K shares | |
ETF ETF | $14.7M | 4.65% | -$3.0M Sold | — 24.4K shares | |
Banks - Diversified Financial Services | $12.0M | 3.80% | -$1.2M Sold | 0.00% 37.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Concord Investment Counsel Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-57.25% | |
-56.1% | |
-51.56% | |
-33.07% | |
-30.83% |
Analytics
Portfolio insights and performance metrics for Concord Investment Counsel Inc.
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