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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 31 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AN AUTONATION INC Consumer Cyclical 6,679.0 $1.2M 0.01% +112.0 +1.7% $185.79 +7.4%
602 IWN ISHARES TR 5,588.0 $1.2M 0.01% +3K +140.1% $221.20 +1.6%
603 HIMS HIMS & HERS HEALTH INC Healthcare 35,272.0 $1.2M 0.01% +17K +93.8% $34.67 -2.6%
604 GDXJ VANECK ETF TRUST 12,375.0 $1.2M 0.01% +6K +100.5% $98.25 +35.0%
605 PWB INVESCO EXCHANGE TRADED FD T 7,201.0 $1.2M 0.01% +785.0 +12.2% $168.46 -7.4%
606 CBRE CBRE GROUP INC Real Estate 9,004.0 $1.2M 0.01% +3K +45.7% $134.69 +12.9%
607 GAUG FIRST TR EXCHNG TRADED FD VI 28,785.0 $1.2M 0.01% +20K +220.5% $41.42 +1.5%
608 PHG KONINKLIJKE PHILIPS N V Healthcare 43,726.0 $1.2M 0.01% +6K +14.8% $27.19 +0.8%
609 VDC VANGUARD WORLD FD 5,238.0 $1.2M 0.01% +679.0 +14.9% $225.52 +2.8%
610 MAS MASCO CORP Industrials 14,506.0 $1.2M 0.01% +3K +27.6% $81.37 -9.9%
611 SPTM SPDR SERIES TRUST 12,932.0 $1.2M 0.01% +8K +186.2% $90.79 +2.4%
612 GSSC GOLDMAN SACHS ETF TR 12,746.0 $1.2M 0.01% +2K +22.5% $91.26 +0.1%
613 LECO LINCOLN ELEC HLDGS INC Industrials 4,349.0 $1.2M 0.01% +415.0 +10.6% $265.53 +6.1%
614 EBND SPDR SERIES TRUST 55,078.0 $1.2M 0.01% +8K +15.8% $20.92 +1.5%
615 BALT INNOVATOR ETFS TRUST 33,417.0 $1.1M 0.01% +5K +18.7% $34.27 +1.3%
616 UBS UBS GROUP AG Financial Services 22,806.0 $1.1M 0.01% +8K +51.2% $49.56 +7.5%
617 HSBC HSBC HLDGS PLC Financial Services 11,859.0 $1.1M 0.01% +4K +53.6% $95.08 +9.5%
618 CNP CENTERPOINT ENERGY INC Utilities 25,594.0 $1.1M 0.01% +6K +28.7% $44.04 -12.0%
619 VRSK VERISK ANALYTICS INC Industrials 6,244.0 $1.1M 0.01% +3K +74.3% $179.55 +4.4%
620 VOX VANGUARD WORLD FD 6,089.0 $1.1M 0.01% +2K +34.3% $183.95 +1.1%
Page 31 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 34.5%
Financial Services 19.3%
Industrials 10.3%
Consumer Cyclical 8.5%
Healthcare 8.2%
Communication Services 6.1%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%