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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 42 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 11,628.0 $556K 0.01% +3K +30.2% $47.81 -9.7%
822 MTG MGIC INVT CORP WIS Financial Services 19,574.0 $552K 0.01% +2K +11.2% $28.20 +10.9%
823 EWC ISHARES INC 9,576.0 $552K 0.01% +5K +116.1% $57.64 +8.3%
824 PKW INVESCO EXCHANGE TRADED FD T 3,891.0 $551K 0.01% +837.0 +27.4% $141.67 +7.1%
825 EQT EQT CORP Energy 10,334.0 $549K 0.01% +4K +72.0% $53.17 +0.8%
826 MDYG SPDR SERIES TRUST 4,897.0 $549K 0.01% +1K +25.8% $112.10 -0.1%
827 BC BRUNSWICK CORP Consumer Cyclical 6,473.0 $545K 0.01% +841.0 +14.9% $84.25 -1.6%
828 BWX SPDR SERIES TRUST 25,100.0 $544K 0.01% +2K +9.6% $21.68 +1.1%
829 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 6,232.0 $544K 0.01% +2K +57.9% $87.22 +7.7%
830 HPQ HP INC Technology 24,712.0 $542K 0.01% +10K +63.2% $21.94 +38.3%
831 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 259.0 $539K 0.01% +37.0 +16.7% $2081.27 +6.2%
832 APA APA CORPORATION Energy 16,311.0 $531K 0.01% +1K +9.8% $32.57 +34.8%
833 GSST GOLDMAN SACHS ETF TR 10,500.0 $531K 0.01% +2K +23.5% $50.58 -0.1%
834 FUMB FIRST TR EXCH TRADED FD III 26,411.0 $530K 0.01% +344.0 +1.3% $20.05 +0.2%
835 TSLA CALL TESLA INC Consumer Cyclical 2,000.0 $529K 0.00% +1K +233.3% $264.34 +28.6%
836 VMO INVESCO MUN OPPORTUNIT TR Financial Services 53,559.0 $529K 0.00% +20K +60.0% $9.87 -1.3%
837 EFX EQUIFAX INC Industrials 3,296.0 $523K 0.00% +488.0 +17.4% $158.74 +18.5%
838 AVK ADVENT CONV & INCOME FD Financial Services 39,784.0 $521K 0.00% +2K +4.6% $13.10 -2.5%
839 DDOG CALL DATADOG INC Technology 2,000.0 $521K 0.00% +2K +1900.0% $260.36 -6.8%
840 TKO TKO GROUP HOLDINGS INC Communication Services 2,576.0 $519K 0.00% +1K +79.3% $201.31 -4.2%
Page 42 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%