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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 33 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ESGD ISHARES TR 10,155.0 $1.0M 0.01% +6K +148.4% $102.81 +4.4%
642 GRMN GARMIN LTD Technology 4,379.0 $1.0M 0.01% +852.0 +24.2% $237.57 +24.1%
643 ESGV VANGUARD WORLD FD 7,862.0 $1.0M 0.01% +6K +338.2% $132.25 +2.7%
644 ARLP ALLIANCE RESOURCE PARTNERS L Energy 43,090.0 $1.0M 0.01% +7K +18.6% $23.98 +9.7%
645 HQY HEALTHEQUITY INC Healthcare 11,318.0 $1.0M 0.01% +2K +25.8% $90.32 +16.7%
646 LNC LINCOLN NATL CORP IND Financial Services 28,830.0 $1.0M 0.01% +2K +5.8% $35.35 +19.2%
647 ASTS AST SPACEMOBILE INC Technology 11,465.0 $1.0M 0.01% +6K +93.0% $88.86 -22.7%
648 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 20,404.0 $1.0M 0.01% +16K +321.8% $49.86 +14.7%
649 SNY SANOFI SA Healthcare 23,781.0 $1.0M 0.01% +3K +16.5% $42.66 +7.5%
650 HNGE HINGE HEALTH INC Healthcare 12,219.0 $1.0M 0.01% +3K +26.1% $83.00 +6.5%
651 JPEF J P MORGAN EXCHANGE TRADED F 12,446.0 $1000K 0.01% +3K +29.5% $80.33 +1.3%
652 OSIS OSI SYSTEMS INC Technology 4,546.0 $994K 0.01% +254.0 +5.9% $218.70 -5.5%
653 ESGE ISHARES INC 18,132.0 $992K 0.01% +7K +61.2% $54.69 -1.4%
654 TD TORONTO DOMINION BK ONT Financial Services 8,107.0 $984K 0.01% +3K +51.8% $121.44 -3.5%
655 CORE SCIENTIFIC INC NEW 52,261.0 $983K 0.01% +1K +2.3% $18.80
656 VFMO VANGUARD WELLINGTON FD 3,926.0 $979K 0.01% +2K +72.6% $249.48 -6.8%
657 LII LENNOX INTL INC Industrials 1,700.0 $974K 0.01% +60.0 +3.7% $572.96 -29.7%
658 RWO SPDR INDEX SHS FDS 19,425.0 $966K 0.01% +2K +11.2% $49.71 +1.6%
659 DFIV DIMENSIONAL ETF TRUST 17,871.0 $965K 0.01% +6K +56.7% $54.02 +7.9%
660 ABNB AIRBNB INC Consumer Cyclical 6,729.0 $963K 0.01% +662.0 +10.9% $143.10 +30.9%
Page 33 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%