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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 30 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PCY INVESCO EXCH TRADED FD TR II 61,344.0 $1.3M 0.01% +28K +85.7% $21.65 -2.6%
582 TDG TRANSDIGM GROUP INC Industrials 997.0 $1.3M 0.01% +186.0 +22.9% $1331.89 -10.2%
583 SCI SERVICE CORP INTL Consumer Cyclical 17,428.0 $1.3M 0.01% +14K +382.6% $75.96 +9.9%
584 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 99,525.0 $1.3M 0.01% +7K +7.3% $13.22 -5.4%
585 SNPS SYNOPSYS INC Technology 2,939.0 $1.3M 0.01% +906.0 +44.6% $446.12 -11.3%
586 PAPR INNOVATOR ETFS TRUST 31,058.0 $1.3M 0.01% +11K +54.6% $42.20 +1.5%
587 VPU VANGUARD WORLD FD 6,693.0 $1.3M 0.01% +3K +63.1% $195.74 -3.8%
588 VUSB VANGUARD BD INDEX FDS 26,217.0 $1.3M 0.01% +18K +206.0% $49.78 -0.1%
589 VTIP VANGUARD MALVERN FDS 25,809.0 $1.3M 0.01% +12K +82.2% $50.23 -0.9%
590 BMNR BITMINE IMMERSION TECHS INC Financial Services 97,183.0 $1.3M 0.01% +44K +83.0% $13.31 +66.2%
591 FISV FISERV INC Technology 26,326.0 $1.3M 0.01% +10K +57.2% $49.05 +6.5%
592 PJUN INNOVATOR ETFS TRUST 29,844.0 $1.3M 0.01% +21K +237.1% $43.23 +1.6%
593 ROBT FIRST TR EXCHANGE TRADED FD 22,862.0 $1.3M 0.01% +5K +31.2% $56.26 +5.1%
594 FFEB FIRST TR EXCHNG TRADED FD VI 20,839.0 $1.3M 0.01% +15K +272.9% $60.98 +2.0%
595 EBAY EBAY INC. Consumer Cyclical 11,365.0 $1.3M 0.01% +3K +42.2% $111.75 -6.5%
596 RB GLOBAL INC 10,880.0 $1.3M 0.01% +3K +30.2% $116.45
597 KIM KIMCO REALTY CORP Real Estate 49,206.0 $1.2M 0.01% +7K +15.5% $25.35 -4.9%
598 NRG NRG ENERGY INC Utilities 8,538.0 $1.2M 0.01% +2K +25.4% $146.06 -21.9%
599 HCA HCA HEALTHCARE INC Healthcare 3,197.0 $1.2M 0.01% +246.0 +8.3% $389.85 +8.0%
600 PFEB INNOVATOR ETFS TRUST 28,829.0 $1.2M 0.01% +10K +53.0% $43.06 +1.7%
Page 30 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%