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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 36 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FJAN FIRST TR EXCHNG TRADED FD VI 15,195.0 $837K 0.01% +9K +139.2% $55.09 +1.9%
702 WES WESTERN MIDSTREAM PARTNERS L Energy 19,118.0 $837K 0.01% +9K +92.2% $43.76 +11.2%
703 VICI VICI PPTYS INC Real Estate 31,506.0 $837K 0.01% +6K +22.9% $26.55 +0.1%
704 JXN JACKSON FINANCIAL INC Financial Services 8,166.0 $836K 0.01% +5K +130.1% $102.39 +26.1%
705 RDIV INVESCO EXCH TRADED FD TR II 14,346.0 $832K 0.01% +82.0 +0.6% $58.00 +9.3%
706 DFAT DIMENSIONAL ETF TRUST 11,858.0 $829K 0.01% +7K +155.1% $69.90 +1.8%
707 AKAM AKAMAI TECHNOLOGIES INC Technology 7,010.0 $829K 0.01% +3K +63.4% $118.21 -6.9%
708 NGVT INGEVITY CORP Basic Materials 11,093.0 $828K 0.01% +258.0 +2.4% $74.67 -7.2%
709 SPEM SPDR INDEX SHS FDS 15,949.0 $826K 0.01% +11K +240.5% $51.78 +0.5%
710 ABCB AMERIS BANCORP Financial Services 9,124.0 $824K 0.01% +288.0 +3.3% $90.26 -4.6%
711 JNK SPDR SERIES TRUST 8,454.0 $815K 0.01% +1K +14.5% $96.37 -0.6%
712 JOBY JOBY AVIATION INC Industrials 91,282.0 $814K 0.01% +59K +186.0% $8.92 -15.0%
713 SKYW SKYWEST INC Industrials 8,183.0 $813K 0.01% +539.0 +7.0% $99.33 +1.5%
714 EALT INNOVATOR ETFS TRUST 22,517.0 $807K 0.01% +9K +65.4% $35.86 +1.6%
715 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 14,106.0 $807K 0.01% +8K +146.7% $57.22 +18.3%
716 DFAE DIMENSIONAL ETF TRUST 20,051.0 $806K 0.01% +8K +66.8% $40.21 -2.3%
717 KEX KIRBY CORP Industrials 5,900.0 $802K 0.01% +316.0 +5.7% $135.97 +2.4%
718 FSMB FIRST TR EXCH TRADED FD III 40,125.0 $802K 0.01% +595.0 +1.5% $19.99 -0.3%
719 BSCS INVESCO EXCH TRD SLF IDX FD 39,013.0 $794K 0.01% +16K +66.8% $20.36 +0.1%
720 BSCR INVESCO EXCH TRD SLF IDX FD 40,367.0 $792K 0.01% +25K +164.4% $19.62 +0.3%
Page 36 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%