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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 14 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MUB ISHARES TR 62,742.0 $6.8M 0.06% +25K +65.2% $107.62 -2.1%
262 XLB SELECT SECTOR SPDR TR 132,411.0 $6.7M 0.06% +97K +273.4% $50.83 +1.9%
263 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 24,674.0 $6.7M 0.06% +7K +41.3% $271.95 -9.6%
264 IGLB ISHARES TR 131,452.0 $6.6M 0.06% +127K +2913.6% $50.04 -4.8%
265 ITOT ISHARES TR 39,596.0 $6.5M 0.06% +6K +18.5% $164.27 +2.5%
266 BILS SPDR SERIES TRUST 65,179.0 $6.5M 0.06% +11K +19.5% $99.38 -0.1%
267 VCR VANGUARD WORLD FD 16,298.0 $6.5M 0.06% +1K +9.5% $396.62 -1.4%
268 SDVY FIRST TR EXCHANGE TRADED FD 149,592.0 $6.5M 0.06% +11K +7.9% $43.14 +2.4%
269 AME AMETEK INC Industrials 26,373.0 $6.4M 0.05% +4K +16.0% $241.94 +3.3%
270 ICLR ICON PUB LTD CO Healthcare 36,482.0 $6.3M 0.05% +35K +2203.2% $173.71 -3.8%
271 MSI MOTOROLA SOLUTIONS INC Technology 15,247.0 $6.3M 0.05% +2K +18.1% $415.27 +13.1%
272 SPHY SPDR SERIES TRUST 267,352.0 $6.3M 0.05% +36K +15.3% $23.44 -0.7%
273 VEU VANGUARD INTL EQUITY INDEX F 74,298.0 $6.2M 0.05% +13K +20.8% $83.75 +0.8%
274 PLD PROLOGIS INC. Real Estate 45,820.0 $6.2M 0.05% +2K +4.9% $135.47 +3.4%
275 MPWR MONOLITHIC PWR SYS INC Technology 4,455.0 $6.2M 0.05% +3K +331.3% $1382.09 -3.5%
276 PFXF VANECK ETF TRUST 344,948.0 $6.2M 0.05% +10K +2.9% $17.84 +0.8%
277 CWB SPDR SERIES TRUST 56,719.0 $6.1M 0.05% +3K +6.0% $107.82 -3.1%
278 MAR MARRIOTT INTL INC NEW Consumer Cyclical 16,314.0 $6.0M 0.05% +4K +36.2% $370.59 -3.6%
279 SHLD GLOBAL X FDS 101,207.0 $6.0M 0.05% +46K +82.9% $59.71 +16.9%
280 UYLD ANGEL OAK FUNDS TRUST 117,766.0 $6.0M 0.05% +53K +82.1% $51.01 +0.2%
Page 14 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%