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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 22 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AOR ISHARES TR 40,555.0 $2.8M 0.02% +8K +23.2% $69.50 +0.6%
422 O REALTY INCOME CORP Real Estate 45,169.0 $2.8M 0.02% +15K +49.2% $61.96 +1.6%
423 IJJ ISHARES TR 18,879.0 $2.8M 0.02% +695.0 +3.8% $147.73 +0.8%
424 CAH CARDINAL HEALTH INC Healthcare 11,647.0 $2.8M 0.02% +1K +12.9% $237.57 -1.1%
425 YEAR AB ACTIVE ETFS INC 54,582.0 $2.7M 0.02% +25K +81.8% $50.34 -0.1%
426 TUSI TOUCHSTONE ETF TRUST 108,770.0 $2.7M 0.02% +23K +26.2% $25.26 +0.4%
427 QQQI NEOS ETF TRUST 48,274.0 $2.7M 0.02% +11K +30.6% $56.79 -4.3%
428 AXON AXON ENTERPRISE INC Industrials 4,889.0 $2.7M 0.02% +3K +184.2% $560.55 +15.2%
429 VTR VENTAS INC Real Estate 30,577.0 $2.7M 0.02% +27K +730.5% $88.80 +3.4%
430 CSX CSX CORP Industrials 56,642.0 $2.7M 0.02% +9K +19.4% $47.53 +6.6%
431 IQVIA HLDGS INC 13,880.0 $2.7M 0.02% +2K +16.2% $193.22
432 CDNS CADENCE DESIGN SYSTEM INC Technology 7,111.0 $2.7M 0.02% +602.0 +9.2% $375.30 -16.1%
433 FDVV FIDELITY COVINGTON TRUST 44,197.0 $2.7M 0.02% +5K +12.6% $60.29 +5.5%
434 LUV SOUTHWEST AIRLS CO Industrials 51,680.0 $2.7M 0.02% +15K +42.7% $51.42 -19.4%
435 LLY CALL ELI LILLY & CO Healthcare 2,200.0 $2.6M 0.02% +2K +1000.0% $1199.43 +6.8%
436 TRV TRAVELERS COMPANIES INC Financial Services 7,889.0 $2.6M 0.02% +320.0 +4.2% $330.08 +9.7%
437 ALLY ALLY FINL INC Financial Services 56,599.0 $2.6M 0.02% +15K +35.4% $45.95 -6.2%
438 ECL ECOLAB INC Basic Materials 9,316.0 $2.6M 0.02% +157.0 +1.7% $278.62 +2.5%
439 MCK MCKESSON CORP Healthcare 3,422.0 $2.6M 0.02% +264.0 +8.4% $755.61 +13.0%
440 PNC PNC FINL SVCS GROUP INC Financial Services 10,487.0 $2.6M 0.02% +1K +11.6% $246.21 +0.1%
Page 22 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%