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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 44 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BRTR BLACKROCK ETF TRUST II 9,315.0 $469K 0.00% +5K +117.8% $50.33 -1.7%
862 CNK CINEMARK HLDGS INC Communication Services 14,734.0 $468K 0.00% +684.0 +4.9% $31.73 +15.7%
863 ABR ARBOR REALTY TRUST INC Real Estate 86,019.0 $466K 0.00% +6K +7.2% $5.42 -9.6%
864 QQH NORTHERN LTS FD TR III 5,423.0 $464K 0.00% +48.0 +0.9% $85.59 -2.1%
865 MIRM MIRUM PHARMACEUTICALS INC Healthcare 3,964.0 $464K 0.00% +964.0 +32.1% $117.07 -13.8%
866 COOPER COS INC 6,395.0 $459K 0.00% +2K +45.1% $71.71
867 TM TOYOTA MOTOR CORP Consumer Cyclical 2,695.0 $454K 0.00% +622.0 +30.0% $168.44 +11.8%
868 BLACKROCK TECH AND PRIVATE E 50,244.0 $454K 0.00% +32K +176.3% $9.03
869 EVUS ISHARES TR 12,862.0 $452K 0.00% +6K +79.9% $35.11 +5.3%
870 BALL BALL CORP Consumer Cyclical 7,230.0 $451K 0.00% +2K +49.9% $62.40 -1.2%
871 PJUL INNOVATOR ETFS TRUST 9,239.0 $451K 0.00% +2K +21.3% $48.81 +1.7%
872 IYF ISHARES TR 3,536.0 $451K 0.00% +890.0 +33.6% $127.51 +7.6%
873 ITM VANECK ETF TRUST 9,583.0 $450K 0.00% +639.0 +7.1% $46.99 -2.3%
874 BOX BOX INC Technology 16,954.0 $450K 0.00% +7K +69.9% $26.54 +22.2%
875 SAN BANCO SANTANDER SA Financial Services 32,510.0 $449K 0.00% +16K +102.7% $13.80 +3.3%
876 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 22,534.0 $448K 0.00% +9K +62.3% $19.89 +14.2%
877 APG API GROUP CORP Industrials 10,558.0 $447K 0.00% +1K +15.4% $42.35 +1.0%
878 INSM INSMED INC Healthcare 4,161.0 $444K 0.00% +231.0 +5.9% $106.63 +20.5%
879 DIV GLOBAL X FDS 23,039.0 $439K 0.00% +9K +69.8% $19.05 +2.9%
880 DHS WISDOMTREE TR 3,845.0 $437K 0.00% +874.0 +29.4% $113.68 +4.5%
Page 44 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%