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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 40 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ETG EATON VANCE TX ADV GLBL DIV Financial Services 27,097.0 $638K 0.01% +182.0 +0.7% $23.54 +2.1%
782 ONDS ONDAS INC Technology 77,342.0 $637K 0.01% +59K +331.4% $8.24 +7.5%
783 RMI RIVERNORTH OPPORTUNISTIC MUN Financial Services 41,120.0 $637K 0.01% +12K +42.4% $15.49 -0.4%
784 WCC WESCO INTL INC Industrials 1,842.0 $636K 0.01% +717.0 +63.7% $345.41 -0.4%
785 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 30,649.0 $634K 0.01% +425.0 +1.4% $20.67 +1.2%
786 IDXX IDEXX LABS INC Healthcare 1,199.0 $631K 0.01% +205.0 +20.6% $526.33 +7.8%
787 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 47,997.0 $628K 0.01% +8K +21.4% $13.08 +2.2%
788 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,399.0 $627K 0.01% +356.0 +17.4% $261.44 +28.0%
789 ALLE ALLEGION PLC Industrials 4,460.0 $627K 0.01% +2K +57.0% $140.50 +16.3%
790 MKC MCCORMICK & CO INC Consumer Defensive 12,418.0 $626K 0.01% +3K +27.2% $50.42 +10.5%
791 SMTH ALPS ETF TR 24,278.0 $625K 0.01% +13K +109.1% $25.74 -1.1%
792 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,736.0 $623K 0.01% +634.0 +57.5% $358.92 -1.1%
793 HYD VANECK ETF TRUST 12,079.0 $622K 0.01% +960.0 +8.6% $51.51 -2.5%
794 CPNG COUPANG INC Consumer Cyclical 35,744.0 $621K 0.01% +19K +109.6% $17.37 -5.0%
795 IYJ ISHARES TR 3,690.0 $615K 0.01% +1K +44.7% $166.63 -0.0%
796 LFUS LITTELFUSE INC Technology 1,348.0 $614K 0.01% +225.0 +20.0% $455.27 -7.0%
797 DG DOLLAR GEN CORP Consumer Defensive 5,235.0 $603K 0.01% +3K +132.4% $115.12 +7.1%
798 SCHM SCHWAB STRATEGIC TR 16,309.0 $601K 0.01% +5K +41.0% $36.87 -1.5%
799 STGW STAGWELL INC Communication Services 80,795.0 $600K 0.01% +38K +86.7% $7.43 +19.6%
800 EMHC SPDR SERIES TRUST 23,563.0 $599K 0.01% +3K +16.3% $25.44 -1.8%
Page 40 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%