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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 18 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SPDW SPDR INDEX SHS FDS 83,187.0 $4.2M 0.04% +7K +9.2% $50.39 +2.4%
342 ROST ROSS STORES INC Consumer Cyclical 19,582.0 $4.2M 0.04% +16K +525.8% $212.85 +10.3%
343 VDE VANGUARD WORLD FD 27,752.0 $4.2M 0.04% +3K +12.4% $150.13 +19.6%
344 VV VANGUARD INDEX FDS 12,109.0 $4.2M 0.04% +3K +26.6% $343.92 +3.2%
345 SDY SPDR SERIES TRUST 27,269.0 $4.1M 0.04% +2K +6.6% $152.18 +4.6%
346 FLMI FRANKLIN TEMPLETON ETF TR 163,497.0 $4.1M 0.04% +125K +324.8% $25.17 -2.0%
347 SPSM SPDR SERIES TRUST 71,255.0 $4.1M 0.04% +27K +59.7% $57.67 +0.2%
348 MSOS ADVISORSHARES TR 808,824.0 $4.1M 0.04% +403K +99.5% $5.08 -7.6%
349 DDIV FIRST TR EXCHANGE TRADED FD 91,063.0 $4.1M 0.04% +11K +14.3% $45.09 +4.5%
350 CLIP GLOBAL X FDS 40,760.0 $4.1M 0.04% +21K +110.6% $100.34 -0.1%
351 RKLB ROCKET LAB CORP Industrials 40,178.0 $4.1M 0.04% +1K +3.6% $101.65 -25.4%
352 ENB ENBRIDGE INC Energy 75,270.0 $4.1M 0.04% +9K +12.7% $54.21 -7.4%
353 TSCO TRACTOR SUPPLY CO Consumer Cyclical 126,313.0 $4.0M 0.03% +47K +59.3% $31.61 +12.6%
354 AFLG FIRST TR EXCHNG TRADED FD VI 91,423.0 $4.0M 0.03% +4K +4.7% $43.42 +3.7%
355 FIRST TR EXCHANGE TRADED FD 165,981.0 $4.0M 0.03% +45K +36.7% $23.85
356 EQIX EQUINIX INC Real Estate 3,782.0 $3.9M 0.03% +541.0 +16.7% $1042.17 +0.5%
357 GCOW PACER FDS TR 90,273.0 $3.9M 0.03% +21K +29.5% $43.30 +9.9%
358 CRNC CERENCE INC Technology 343,020.0 $3.9M 0.03% +286K +503.3% $11.32 -28.3%
359 RJF RAYMOND JAMES FINL INC Financial Services 25,458.0 $3.9M 0.03% +3K +11.5% $152.03 +18.3%
360 TCAL T ROWE PRICE EXCHANGE-TRADED 174,224.0 $3.9M 0.03% +128K +278.7% $22.20 +4.6%
Page 18 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%