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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 15 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 8,163.0 $673K 0.01% -3K -25.9% $82.40 -5.6%
282 MCO MOODYS CORP Financial Services 1,481.0 $671K 0.01% -424.0 -22.3% $453.06 +11.1%
283 CFG CITIZENS FINL GROUP INC Financial Services 9,547.0 $669K 0.01% -49.0 -0.5% $70.07 +1.8%
284 ISPY PROSHARES TR 13,800.0 $665K 0.01% -2K -13.8% $48.19 +1.0%
285 CANADIAN PACIFIC KANSAS CITY 7,652.0 $663K 0.01% -3K -31.0% $86.64
286 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,350.0 $662K 0.01% -920.0 -11.1% $90.01 +17.8%
287 EPS WISDOMTREE TR 8,472.0 $659K 0.01% -27K -76.1% $77.79 +4.1%
288 VSS VANGUARD INTL EQUITY INDEX F 4,265.0 $658K 0.01% -6K -56.4% $154.30 +3.0%
289 NET CLOUDFLARE INC Technology 2,676.0 $656K 0.01% -2K -39.1% $245.20 +19.1%
290 AOM ISHARES TR 13,140.0 $656K 0.01% -696.0 -5.0% $49.89 -0.1%
291 KRE SPDR SERIES TRUST 8,737.0 $654K 0.01% -866.0 -9.0% $74.85 +1.0%
292 FLTR VANECK ETF TRUST 25,309.0 $648K 0.01% -5K -16.4% $25.61 -0.2%
293 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,122.0 $647K 0.01% -210.0 -15.8% $576.95 -7.5%
294 FXU FIRST TR EXCHANGE-TRADED FD 13,062.0 $644K 0.01% -16K -55.7% $49.34 -1.5%
295 AAPL CALL APPLE INC Technology 2,200.0 $637K 0.01% -19K -89.8% $289.36 +8.9%
296 MRNA MODERNA INC Healthcare 9,064.0 $635K 0.01% -461.0 -4.8% $70.03 +116.2%
297 BRO BROWN & BROWN INC Financial Services 9,890.0 $634K 0.01% -5K -34.6% $64.15 +11.4%
298 NFG NATIONAL FUEL GAS CO Energy 8,133.0 $628K 0.01% -3K -24.3% $77.21 +8.3%
299 WLDN WILLDAN GROUP INC Industrials 7,905.0 $625K 0.01% -2K -23.8% $79.10 +6.2%
300 PWS PACER FDS TR 19,005.0 $624K 0.01% -990.0 -5.0% $32.82 +2.8%
Page 15 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%