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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 2 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IP INTERNATIONAL PAPER CO Consumer Cyclical 201,593.0 $7.7M 0.07% NEW $38.10 +5.4%
22 BLACKROCK ETF TRUST 206,647.0 $7.6M 0.06% NEW $36.60
23 SNDK SANDISK CORP Technology 3,317.0 $7.5M 0.06% NEW $2274.07 -29.1%
24 QQQ PUT INVESCO QQQ TR Financial Services 10,200.0 $7.5M 0.06% NEW $736.40 -2.6%
25 IBDV ISHARES TR 343,567.0 $7.5M 0.06% NEW $21.80 -0.8%
26 HONEYWELL INTL INC 30,622.0 $6.9M 0.06% NEW $223.91
27 HONEYWELL AEROSPACE INC 30,653.0 $6.8M 0.06% NEW $221.08
28 IBDW ISHARES TR 316,874.0 $6.6M 0.06% NEW $20.84 -1.0%
29 UCTT ULTRA CLEAN HLDGS INC Technology 44,828.0 $6.4M 0.05% NEW $142.59 -43.7%
30 IBDX ISHARES TR 252,548.0 $6.4M 0.05% NEW $25.19 -1.3%
31 IBDY ISHARES TR 247,004.0 $6.4M 0.05% NEW $25.75 -1.7%
32 BLCR BLACKROCK ETF TRUST 125,567.0 $6.3M 0.05% NEW $50.37 -1.2%
33 IYT ISHARES TR 70,319.0 $6.1M 0.05% NEW $86.75 +0.0%
34 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 7,800.0 $5.8M 0.05% NEW $746.77 +2.8%
35 AZN ASTRAZENECA PLC Healthcare 29,072.0 $5.5M 0.05% NEW $189.62 -15.4%
36 IALT BLACKROCK ETF TRUST 174,490.0 $4.9M 0.04% NEW $28.05 +3.3%
37 IWX ISHARES TR 44,866.0 $4.7M 0.04% NEW $105.16 +6.8%
38 CGIC CAPITAL GROUP INTERNATIONAL 128,974.0 $4.7M 0.04% NEW $36.39 +0.4%
39 AVDV AMERICAN CENTY ETF TR 44,876.0 $4.6M 0.04% NEW $103.05 +6.6%
40 IBHF ISHARES TR 200,777.0 $4.5M 0.04% NEW $22.65 -0.6%
Page 2 of 26  ·  502 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%