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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 19 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DIAL COLUMBIA ETF TR I 209,952.0 $3.8M 0.03% +196K +1422.4% $18.17 -1.1%
362 NOBL PROSHARES TR 67,623.0 $3.8M 0.03% +50K +284.4% $56.16 +4.8%
363 LITE LUMENTUM HLDGS INC Technology 4,388.0 $3.8M 0.03% +3K +249.9% $857.98 -2.8%
364 WBI WATERBRIDGE INFRASTRUCTURE L Energy 109,176.0 $3.7M 0.03% +98K +837.1% $34.27 -7.8%
365 NLR VANECK ETF TRUST 31,886.0 $3.7M 0.03% +2K +6.9% $115.98 +0.6%
366 AMLP ALPS ETF TR 70,943.0 $3.7M 0.03% +21K +43.3% $51.85 +6.0%
367 TDIV FIRST TR EXCHANGE TRADED FD 31,553.0 $3.6M 0.03% +14K +84.5% $114.88 -0.2%
368 LVS LAS VEGAS SANDS CORP Consumer Cyclical 78,101.0 $3.6M 0.03% +2K +2.5% $46.19 -0.2%
369 NUE NUCOR CORP Basic Materials 16,102.0 $3.6M 0.03% +9K +140.3% $222.75 +11.3%
370 ALAB ASTERA LABS INC Technology 7,349.0 $3.5M 0.03% +4K +111.1% $483.03 -41.0%
371 CTVA CORTEVA INC Basic Materials 41,872.0 $3.5M 0.03% +12K +38.3% $84.69 -6.8%
372 JHMM JOHN HANCOCK EXCHANGE TRADED 47,101.0 $3.5M 0.03% +1K +3.1% $74.96 +1.8%
373 WMB WILLIAMS COS INC Energy 47,087.0 $3.5M 0.03% +5K +12.5% $74.34 -1.0%
374 HAL HALLIBURTON CO Energy 102,509.0 $3.5M 0.03% +20K +24.9% $33.95 +2.9%
375 CASY CASEYS GEN STORES INC Consumer Cyclical 4,368.0 $3.5M 0.03% +1K +44.1% $794.93 +5.3%
376 VTWO VANGUARD SCOTTSDALE FDS 28,465.0 $3.5M 0.03% +22K +364.8% $121.42 +0.5%
377 SCZ ISHARES TR 41,895.0 $3.4M 0.03% +12K +39.9% $82.27 +4.3%
378 IBIT ISHARES BITCOIN TRUST ETF Financial Services 103,456.0 $3.4M 0.03% +15K +16.4% $33.29 +16.1%
379 TWLO TWILIO INC Communication Services 16,595.0 $3.4M 0.03% +14K +578.2% $206.32 +8.1%
380 SCHW SCHWAB CHARLES CORP Financial Services 36,843.0 $3.4M 0.03% +4K +12.1% $92.27 +20.2%
Page 19 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%