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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 10 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FPX FIRST TR EXCHANGE-TRADED FD 6,466.0 $1.3M 0.01% -80.0 -1.2% $206.18 -9.4%
182 VGSH VANGUARD SCOTTSDALE FDS 22,668.0 $1.3M 0.01% -275K -92.4% $58.20 -0.1%
183 WCMI FIRST TR EXCHANGE-TRADED FD 65,666.0 $1.3M 0.01% -44K -40.1% $19.57 +0.6%
184 OKLO OKLO INC Utilities 24,528.0 $1.3M 0.01% -663.0 -2.6% $52.33 -21.4%
185 SCUS SCHWAB STRATEGIC TR 50,919.0 $1.3M 0.01% -30K -37.4% $25.18 -0.0%
186 FMB FIRST TR EXCH TRADED FD III 24,779.0 $1.3M 0.01% -2K -9.1% $51.37 -1.8%
187 BP BP PLC Energy 34,423.0 $1.3M 0.01% -10K -23.4% $36.95 +19.1%
188 CRCL CIRCLE INTERNET GROUP INC Financial Services 20,289.0 $1.3M 0.01% -3K -11.9% $62.63 +22.0%
189 EXEL EXELIXIS INC Healthcare 22,791.0 $1.2M 0.01% -9K -27.5% $54.41 -1.2%
190 SIVR ABRDN SILVER ETF TRUST Financial Services 21,945.0 $1.2M 0.01% -2K -7.4% $56.22 +10.1%
191 THC TENET HEALTHCARE CORP Healthcare 6,460.0 $1.2M 0.01% -1K -16.3% $187.08 +46.4%
192 PYPL PAYPAL HLDGS INC Financial Services 27,192.0 $1.2M 0.01% -25K -47.8% $43.18 +42.4%
193 RITM RITHM CAPITAL CORP Real Estate 124,736.0 $1.2M 0.01% -9K -6.6% $9.39 +11.1%
194 CORT CORCEPT THERAPEUTICS INC Healthcare 13,380.0 $1.2M 0.01% -465.0 -3.4% $86.95 +37.7%
195 PFN PIMCO INCOME STRATEGY FD II Financial Services 163,098.0 $1.2M 0.01% -149K -47.7% $7.13 -1.1%
196 MANAGED PORTFOLIO SER 47,180.0 $1.2M 0.01% -10K -18.1% $24.64
197 FIIG FIRST TR EXCHANGE-TRADED FD 56,069.0 $1.2M 0.01% -615K -91.6% $20.71 -1.0%
198 PKG PACKAGING CORP AMER Consumer Cyclical 4,855.0 $1.2M 0.01% -14K -74.2% $238.31 +6.6%
199 NGG NATIONAL GRID PLC Utilities 13,946.0 $1.2M 0.01% -222.0 -1.6% $82.87 -1.0%
200 BLBD BLUE BIRD CORP Consumer Cyclical 14,598.0 $1.2M 0.01% -7K -33.9% $78.96 -20.5%
Page 10 of 25  ·  491 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%