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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 23 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VLO VALERO ENERGY CORP Energy 9,865.0 $2.6M 0.02% +2K +25.7% $260.44 +33.0%
442 MAIN MAIN STR CAP CORP Financial Services 49,281.0 $2.6M 0.02% +37K +316.3% $51.88 +12.1%
443 FDX FEDEX CORP Industrials 8,110.0 $2.5M 0.02% +3K +59.5% $313.12 +4.9%
444 POOL POOL CORP Industrials 11,805.0 $2.5M 0.02% +2K +26.8% $214.90 -8.8%
445 SCHI SCHWAB STRATEGIC TR 111,528.0 $2.5M 0.02% +88K +371.3% $22.64 -1.5%
446 D DOMINION ENERGY INC Utilities 36,717.0 $2.5M 0.02% +4K +11.5% $68.29 -0.0%
447 EMB ISHARES TR 25,917.0 $2.5M 0.02% +2K +6.7% $96.44 -1.4%
448 HOOD ROBINHOOD MKTS INC Financial Services 24,758.0 $2.5M 0.02% +2K +8.3% $100.28 -4.5%
449 ZTS ZOETIS INC Healthcare 34,405.0 $2.5M 0.02% +18K +105.4% $71.86 +6.7%
450 VGK VANGUARD INTL EQUITY INDEX F 27,825.0 $2.5M 0.02% +11K +61.6% $88.54 +4.2%
451 HDV ISHARES TR 89,609.0 $2.5M 0.02% +82K +1151.3% $27.41 +9.2%
452 NOC NORTHROP GRUMMAN CORP Industrials 4,777.0 $2.4M 0.02% +1K +40.5% $509.29 +14.4%
453 IXN ISHARES TR 16,771.0 $2.4M 0.02% +2K +15.3% $144.48 -3.8%
454 HBAN HUNTINGTON BANCSHARES INC Financial Services 136,076.0 $2.4M 0.02% +87K +178.9% $17.73 -3.2%
455 DASH DOORDASH INC Communication Services 13,027.0 $2.4M 0.02% +5K +69.0% $184.53 +19.3%
456 XEL XCEL ENERGY INC Utilities 29,820.0 $2.4M 0.02% +13K +73.9% $80.30 -1.1%
457 BLACKROCK ETF TRUST 29,806.0 $2.4M 0.02% +9K +46.2% $80.16
458 BSX BOSTON SCIENTIFIC CORP Healthcare 55,565.0 $2.4M 0.02% +26K +89.2% $42.68 +21.9%
459 KMB KIMBERLY-CLARK CORP Consumer Defensive 21,474.0 $2.4M 0.02% +1K +6.7% $109.77 +0.1%
460 CHAT TIDAL TRUST II 23,852.0 $2.4M 0.02% +6K +30.3% $98.68 -11.1%
Page 23 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%