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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 14 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DOW DOW HLDGS INC Basic Materials 27,632.0 $756K 0.01% -50K -64.6% $27.36 +16.9%
262 JANW AIM ETF PRODUCTS TRUST 19,517.0 $755K 0.01% -1K -5.0% $38.67 +1.6%
263 AX AXOS FINANCIAL INC Financial Services 7,726.0 $752K 0.01% -5K -36.8% $97.39 +0.8%
264 VFLO VICTORY PORTFOLIOS II 16,383.0 $750K 0.01% -225K -93.2% $45.75 +19.8%
265 IHI ISHARES TR 14,993.0 $741K 0.01% -818.0 -5.2% $49.41 +14.5%
266 APLD APPLIED DIGITAL CORP Technology 19,859.0 $741K 0.01% -1K -6.9% $37.30 -26.5%
267 FIRST TR EXCH TRADED FD III 10,013.0 $739K 0.01% -197.0 -1.9% $73.80
268 OZK BANK OZK LITTLE ROCK ARK Financial Services 14,183.0 $739K 0.01% -4K -21.5% $52.09 -3.0%
269 XSD SPDR SERIES TRUST 1,182.0 $737K 0.01% -249.0 -17.4% $623.71 -17.8%
270 FHN FIRST HORIZON CORPORATION Financial Services 28,133.0 $721K 0.01% -12K -30.2% $25.64 +0.3%
271 MD PEDIATRIX MEDICAL GROUP INC Healthcare 28,384.0 $719K 0.01% -4K -13.4% $25.33 +2.1%
272 SFY TIDAL TRUST I 4,792.0 $713K 0.01% -3K -40.2% $148.87 +2.6%
273 AUSF GLOBAL X FDS 14,560.0 $711K 0.01% -38K -72.5% $48.86 +7.5%
274 ACAD ACADIA PHARMACEUTICALS INC Healthcare 28,041.0 $709K 0.01% -15K -35.5% $25.30 +21.0%
275 IAGG ISHARES TR 14,004.0 $709K 0.01% -39K -73.4% $50.60 -1.5%
276 CLS CELESTICA INC Technology 1,899.0 $693K 0.01% -5K -74.3% $364.74 -16.0%
277 CENX CENTURY ALUM CO Basic Materials 15,030.0 $692K 0.01% -8K -34.5% $46.01 +1.2%
278 POR PORTLAND GEN ELEC CO Utilities 13,112.0 $680K 0.01% -8K -37.3% $51.83 -1.8%
279 URBN URBAN OUTFITTERS INC Consumer Cyclical 9,584.0 $679K 0.01% -2K -16.2% $70.86 +7.6%
280 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 10,570.0 $677K 0.01% -182.0 -1.7% $64.01 +16.2%
Page 14 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%