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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 26 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BLOCK INC 24,457.0 $1.9M 0.02% +5K +25.1% $76.00
502 WTFC WINTRUST FINL CORP Financial Services 11,448.0 $1.8M 0.02% +492.0 +4.5% $160.72 -5.0%
503 ROP ROPER TECHNOLOGIES INC Industrials 5,423.0 $1.8M 0.02% +800.0 +17.3% $338.44 +21.3%
504 SHYG ISHARES TR 43,235.0 $1.8M 0.02% +8K +21.5% $42.41 -0.5%
505 SUB ISHARES TR 17,194.0 $1.8M 0.02% +7K +68.5% $106.47 -0.1%
506 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 23,915.0 $1.8M 0.02% +8K +50.2% $76.40 +6.9%
507 TY TRI CONTL CORP Financial Services 51,920.0 $1.8M 0.01% +7K +15.9% $34.42 +3.3%
508 REGN REGENERON PHARMACEUTICALS Healthcare 2,839.0 $1.8M 0.01% +279.0 +10.9% $623.47 +32.6%
509 FITB FIFTH THIRD BANCORP Financial Services 31,045.0 $1.8M 0.01% +8K +36.6% $56.37 -3.3%
510 BTI BRITISH AMERN TOB PLC Consumer Defensive 28,311.0 $1.7M 0.01% +14K +93.8% $61.76 -8.2%
511 TEL TE CONNECTIVITY PLC Technology 8,666.0 $1.7M 0.01% +3K +60.2% $201.61 -0.5%
512 OHI OMEGA HEALTHCARE INVS INC Real Estate 36,478.0 $1.7M 0.01% +6K +19.7% $47.68 -1.9%
513 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,463.0 $1.7M 0.01% +69.0 +1.3% $317.56 -9.4%
514 YUM YUM BRANDS INC Consumer Cyclical 10,814.0 $1.7M 0.01% +480.0 +4.6% $159.87 -4.7%
515 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 21,297.0 $1.7M 0.01% +2K +8.8% $81.16 -8.1%
516 WSO WATSCO INC Industrials 4,131.0 $1.7M 0.01% +954.0 +30.0% $416.77 -24.5%
517 FLQM FRANKLIN TEMPLETON ETF TR 29,709.0 $1.7M 0.01% +4K +16.8% $57.88 +5.8%
518 FID FIRST TR EXCHANGE TRADED FD 79,588.0 $1.7M 0.01% +21K +34.9% $21.46 +7.5%
519 PTON PELOTON INTERACTIVE INC Consumer Cyclical 287,168.0 $1.7M 0.01% +225K +364.7% $5.91 -5.6%
520 CRH PLC 15,826.0 $1.7M 0.01% +3K +20.2% $107.00
Page 26 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%