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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 41 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SONY SONY GROUP CORP Technology 29,848.0 $599K 0.01% +10K +47.6% $20.06 +17.9%
802 RMD RESMED INC Healthcare 3,072.0 $599K 0.01% +20.0 +0.7% $194.87 +16.8%
803 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 16,971.0 $598K 0.01% +753.0 +4.6% $35.22 +3.8%
804 STK COLUMBIA SELIGM PREM TECH GR Financial Services 10,976.0 $591K 0.01% +822.0 +8.1% $53.87 -3.9%
805 WWD WOODWARD INC Industrials 1,378.0 $586K 0.01% +275.0 +24.9% $425.44 -15.8%
806 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 12,820.0 $584K 0.01% +6K +81.5% $45.52 +16.8%
807 VRSN VERISIGN INC Technology 2,314.0 $582K 0.01% +305.0 +15.2% $251.57 +10.0%
808 FCFS FIRSTCASH HOLDINGS INC Financial Services 2,680.0 $580K 0.01% +751.0 +38.9% $216.32 -1.5%
809 CINF CINCINNATI FINL CORP Financial Services 3,118.0 $577K 0.01% +306.0 +10.9% $185.13 -8.8%
810 PJT PJT PARTNERS INC Financial Services 3,812.0 $575K 0.01% +2K +89.6% $150.93 +16.6%
811 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,640.0 $575K 0.01% +1K +33.6% $101.87 +15.2%
812 SEI SOLARIS ENERGY INFRAS INC Energy 7,114.0 $572K 0.01% +900.0 +14.5% $80.46 -28.9%
813 KAI KADANT INC Industrials 1,814.0 $570K 0.01% +114.0 +6.7% $314.18 +0.7%
814 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 5,693.0 $570K 0.01% +993.0 +21.1% $100.06 +7.6%
815 SOUN SOUNDHOUND AI INC Technology 87,766.0 $568K 0.01% +63K +248.8% $6.47 +11.6%
816 XYL XYLEM INC Industrials 4,758.0 $563K 0.01% +3K +123.4% $118.23 -2.4%
817 SMMV ISHARES TR 12,157.0 $560K 0.01% +2K +17.0% $46.04 +3.9%
818 GLPI GAMING & LEISURE P Real Estate 12,562.0 $559K 0.01% +766.0 +6.5% $44.53 -4.4%
819 DXJ WISDOMTREE TR 3,212.0 $557K 0.01% +2K +89.8% $173.51 +1.2%
820 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,456.0 $557K 0.01% +341.0 +16.1% $226.75 -14.9%
Page 41 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%