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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 9 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EFG ISHARES TR 100,969.0 $12.6M 0.11% +90K +809.8% $124.42 +0.3%
162 GSY INVESCO ACTIVELY MANAGED EXC 249,569.0 $12.5M 0.11% +62K +32.8% $50.15 +0.2%
163 VXF VANGUARD INDEX FDS 50,483.0 $12.4M 0.11% +31K +155.1% $246.21 -0.2%
164 GLW CORNING INC Technology 48,540.0 $12.4M 0.11% +12K +34.2% $255.43 -37.4%
165 NOW SERVICENOW INC Technology 124,336.0 $12.3M 0.10% +73K +142.1% $99.28 +20.4%
166 DE DEERE & CO Industrials 19,411.0 $12.3M 0.10% +7K +52.3% $634.32 -7.2%
167 JEPI J P MORGAN EXCHANGE TRADED F 216,817.0 $12.2M 0.10% +56K +34.4% $56.48 +2.4%
168 LGOV FIRST TR EXCHANGE-TRADED FD 571,686.0 $12.2M 0.10% +7K +1.2% $21.40 -2.5%
169 VKTX VIKING THERAPEUTICS INC Healthcare 306,280.0 $11.9M 0.10% +25K +9.0% $39.01 -14.5%
170 ANET ARISTA NETWORKS INC Technology 70,065.0 $11.9M 0.10% +14K +24.6% $169.88 +13.7%
171 USMV ISHARES TR 122,383.0 $11.8M 0.10% +29K +30.7% $96.46 +4.2%
172 CVS CVS HEALTH CORP Healthcare 113,425.0 $11.7M 0.10% +92K +419.4% $103.45 -8.3%
173 IMFL INVESCO EXCH TRD SLF IDX FD 338,386.0 $11.6M 0.10% +276K +446.3% $34.34 -0.1%
174 CGNG CAPITAL GROUP NEW GEOGRAPHY 307,935.0 $11.5M 0.10% +55K +22.0% $37.46 -3.4%
175 USHY ISHARES TR 310,393.0 $11.5M 0.10% +133K +74.8% $37.02 -0.6%
176 GOVI INVESCO EXCH TRADED FD TR II 422,281.0 $11.5M 0.10% +271K +179.1% $27.15 -2.9%
177 TMO THERMO FISHER SCIENTIFIC INC Healthcare 22,699.0 $11.4M 0.10% +12K +114.1% $501.36 +17.5%
178 BNDX VANGUARD CHARLOTTE FDS 234,408.0 $11.4M 0.10% +13K +5.7% $48.43 -1.7%
179 DLN WISDOMTREE TR 117,671.0 $11.3M 0.10% +48K +69.5% $96.32 +4.9%
180 TXN TEXAS INSTRS INC Technology 37,851.0 $11.3M 0.10% +506.0 +1.4% $298.07 -8.7%
Page 9 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%