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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $11.8B AUM 3,680 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 502 New 1023 Added 491 Reduced 183 Exited
Page 13 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HWM HOWMET AEROSPACE INC Industrials 28,743.0 $7.7M 0.07% +19K +202.5% $268.86 +8.8%
242 SGOV ISHARES TR 76,122.0 $7.7M 0.07% +25K +48.3% $100.67 -0.1%
243 JCPB J P MORGAN EXCHANGE TRADED F 160,120.0 $7.5M 0.06% +37K +30.2% $46.94 -1.7%
244 ICLO INVESCO ACTIVELY MANAGED EXC 291,375.0 $7.5M 0.06% +204K +233.3% $25.58 +0.2%
245 FIX COMFORT SYS USA INC Industrials 3,741.0 $7.4M 0.06% +3K +778.2% $1981.79 -12.2%
246 VONG VANGUARD SCOTTSDALE FDS 57,929.0 $7.4M 0.06% +37K +171.1% $127.81 -0.9%
247 CENCORA INC 26,097.0 $7.4M 0.06% +12K +83.0% $282.98
248 SNA SNAP ON INC Industrials 17,912.0 $7.2M 0.06% +245.0 +1.4% $402.41 -1.7%
249 AEP AMERICAN ELEC PWR CO INC Utilities 52,617.0 $7.2M 0.06% +1K +2.6% $136.81 -7.6%
250 SPAB SPDR SERIES TRUST 274,050.0 $7.0M 0.06% +111K +68.3% $25.52 -1.6%
251 OMC OMNICOM GROUP INC Communication Services 95,929.0 $7.0M 0.06% +87K +973.4% $72.83 +18.5%
252 FIDELITY GREENWOOD STREET TR 240,180.0 $6.9M 0.06% +6K +2.5% $28.89
253 MCHP MICROCHIP TECHNOLOGY INC. Technology 76,002.0 $6.9M 0.06% +29K +60.4% $91.20 -14.3%
254 DISV DIMENSIONAL ETF TRUST 172,368.0 $6.9M 0.06% +162K +1547.7% $40.13 +8.9%
255 ET ENERGY TRANSFER L P Energy 360,079.0 $6.9M 0.06% +27K +8.0% $19.12 +12.0%
256 ITW ILLINOIS TOOL WKS INC Industrials 25,394.0 $6.9M 0.06% +282.0 +1.1% $270.47 +5.2%
257 VCLT VANGUARD SCOTTSDALE FDS 90,868.0 $6.8M 0.06% +3K +3.1% $75.25 -5.0%
258 NKE NIKE INC Consumer Cyclical 165,639.0 $6.8M 0.06% +55K +50.1% $41.05 -2.4%
259 DFAU DIMENSIONAL ETF TRUST 130,865.0 $6.8M 0.06% +51K +64.5% $51.69 +2.8%
260 ROIV ROIVANT SCIENCES LTD Healthcare 190,938.0 $6.8M 0.06% +169K +758.3% $35.39 +5.6%
Page 13 of 52  ·  1,023 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 19.1%
Industrials 10.1%
Consumer Cyclical 8.3%
Healthcare 8.0%
Communication Services 7.7%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%