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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 38 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BSCQ INVESCO EXCH TRD SLF IDX FD 36,956.0 $722K 0.01% +23K +157.4% $19.52 +0.2%
742 VTRS VIATRIS INC Healthcare 45,255.0 $719K 0.01% +12K +37.7% $15.88 +2.3%
743 KTF DWS MUN INCOME TR Financial Services 77,850.0 $716K 0.01% +45K +134.8% $9.20 -3.5%
744 ASX ASE TECHNOLOGY HLDG CO LTD Technology 15,834.0 $714K 0.01% +5K +49.0% $45.12 -21.0%
745 RSPU INVESCO EXCHANGE TRADED FD T 8,750.0 $710K 0.01% +6K +201.0% $81.13 -3.7%
746 LEU CENTRUS ENERGY CORP Energy 4,224.0 $709K 0.01% +427.0 +11.2% $167.87 +9.4%
747 TRGP TARGA RES CORP Energy 2,639.0 $708K 0.01% +909.0 +52.5% $268.11 +10.8%
748 RCAT RED CAT HLDGS INC Technology 66,384.0 $707K 0.01% +52K +376.4% $10.65 -7.1%
749 KHC KRAFT HEINZ CO Consumer Defensive 29,913.0 $707K 0.01% +5K +20.3% $23.62 +8.7%
750 EMLC VANECK ETF TRUST 27,535.0 $704K 0.01% +16K +145.8% $25.56 +1.0%
751 MODL VICTORY PORTFOLIOS II 13,788.0 $703K 0.01% +6K +67.3% $50.97 +3.9%
752 ON ON SEMICONDUCTOR CORP Technology 7,394.0 $699K 0.01% +2K +50.5% $94.53 -19.0%
753 SYF SYNCHRONY FINANCIAL Financial Services 9,189.0 $699K 0.01% +591.0 +6.9% $76.05 +4.7%
754 VOD VODAFONE GROUP PLC Communication Services 52,829.0 $699K 0.01% +43K +423.6% $13.22 +22.3%
755 OKTA OKTA INC Technology 5,108.0 $697K 0.01% +3K +101.7% $136.46 +3.5%
756 NOK NOKIA CORP Technology 52,398.0 $696K 0.01% +15K +41.7% $13.28 -23.7%
757 TIP ISHARES TR 6,352.0 $695K 0.01% +436.0 +7.4% $109.44 -1.8%
758 RIOT RIOT PLATFORMS INC Financial Services 25,365.0 $694K 0.01% +5K +25.2% $27.38 -29.2%
759 XAR SPDR SERIES TRUST 2,446.0 $694K 0.01% +996.0 +68.7% $283.84 +0.1%
760 J JACOBS SOLUTIONS INC Industrials 5,455.0 $687K 0.01% +479.0 +9.6% $126.00 +17.0%
Page 38 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%