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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 20 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IONQ IONQ INC Technology 63,474.0 $3.4M 0.03% +26K +71.5% $53.26 -18.6%
382 VNLA JANUS DETROIT STR TR 69,056.0 $3.4M 0.03% +7K +11.5% $48.86 +0.1%
383 GDX VANECK ETF TRUST 44,524.0 $3.4M 0.03% +7K +18.6% $75.45 +29.0%
384 EW EDWARDS LIFESCIENCES CORP Healthcare 37,099.0 $3.4M 0.03% +6K +18.4% $90.46 +2.0%
385 IFLR INNOVATOR ETFS TRUST 63,128.0 $3.3M 0.03% +55K +639.5% $53.05 +2.3%
386 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 34,861.0 $3.3M 0.03% +2K +6.5% $95.98 +34.3%
387 INRO BLACKROCK ETF TRUST 89,958.0 $3.3M 0.03% +78K +678.9% $36.69 +0.3%
388 SPOT SPOTIFY TECHNOLOGY S A Communication Services 7,175.0 $3.3M 0.03% +4K +165.9% $459.12 +16.2%
389 OWL BLUE OWL CAPITAL INC Financial Services 374,828.0 $3.3M 0.03% +266K +245.6% $8.75 +34.5%
390 FORTINET INC 21,315.0 $3.3M 0.03% +7K +52.4% $153.62
391 SYY SYSCO CORP Consumer Defensive 39,076.0 $3.3M 0.03% +5K +15.0% $83.58 -1.3%
392 MTDR MATADOR RES CO Energy 65,528.0 $3.3M 0.03% +734.0 +1.1% $49.78 +16.5%
393 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 26,439.0 $3.3M 0.03% +3K +15.1% $123.11 +27.7%
394 VBK VANGUARD INDEX FDS 8,890.0 $3.3M 0.03% +531.0 +6.3% $365.71 -1.5%
395 NVS NOVARTIS AG Healthcare 20,676.0 $3.2M 0.03% +6K +39.6% $156.72 +2.3%
396 FTGC FIRST TR EXCHANGE TRAD FD VI 118,410.0 $3.2M 0.03% +7K +6.4% $27.05 +11.6%
397 GIS GENERAL MILLS INC Consumer Defensive 91,726.0 $3.2M 0.03% +63K +220.3% $34.80 +14.9%
398 GM GENERAL MTRS CO Consumer Cyclical 41,346.0 $3.2M 0.03% +9K +26.1% $77.08 +10.2%
399 DOV DOVER CORP Industrials 14,204.0 $3.2M 0.03% +10K +263.4% $224.27 -9.8%
400 ESGU ISHARES TR 19,206.0 $3.1M 0.03% +5K +31.1% $163.67 +2.9%
Page 20 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%