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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 18 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FBT FIRST TR EXCHANGE-TRADED FD 1,965.0 $487K 0.00% -273.0 -12.2% $247.90 +8.7%
342 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 47,254.0 $487K 0.00% -2K -3.9% $10.30 -1.1%
343 LKQ LKQ CORP Consumer Cyclical 18,358.0 $483K 0.00% -2K -10.6% $26.33 -1.7%
344 WCN WASTE CONNECTIONS INC Industrials 2,899.0 $483K 0.00% -520.0 -15.2% $166.69 +2.2%
345 JTEK J P MORGAN EXCHANGE TRADED F 4,327.0 $483K 0.00% -322.0 -6.9% $111.55 -10.5%
346 IYC ISHARES TR 4,771.0 $482K 0.00% -447.0 -8.6% $101.11 +2.7%
347 UCON FIRST TR EXCHNG TRADED FD VI 19,370.0 $482K 0.00% -10K -35.0% $24.88 -0.6%
348 BLUE OWL CAPITAL CORPORATION 44,247.0 $481K 0.00% -183K -80.5% $10.87
349 IOO ISHARES TR 3,520.0 $481K 0.00% -2K -35.5% $136.59 +5.8%
350 DJUN FIRST TR EXCHNG TRADED FD VI 9,544.0 $470K 0.00% -55K -85.3% $49.28 +1.8%
351 DDWM WISDOMTREE TR 9,980.0 $461K 0.00% -137K -93.2% $46.18 +1.9%
352 PAAS PAN AMERN SILVER CORP Basic Materials 10,266.0 $460K 0.00% -10K -49.5% $44.79 +12.9%
353 PWV INVESCO EXCHANGE TRADED FD T 5,937.0 $450K 0.00% -384.0 -6.1% $75.77 +8.6%
354 UJUL INNOVATOR ETFS TRUST 10,964.0 $447K 0.00% -1K -9.8% $40.77 +1.6%
355 EWY ISHARES INC 2,213.0 $447K 0.00% -391.0 -15.0% $201.87 -13.6%
356 QSIG WISDOMTREE TR 8,946.0 $432K 0.00% -637.0 -6.7% $48.32 -0.1%
357 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,631.0 $429K 0.00% -368.0 -18.4% $263.26 +38.4%
358 DKNG DRAFTKINGS INC NEW Consumer Cyclical 16,926.0 $428K 0.00% -6K -25.4% $25.26 -1.6%
359 KNSL KINSALE CAP GROUP INC Financial Services 1,293.0 $426K 0.00% -213.0 -14.1% $329.85 +15.7%
360 MOD MODINE MFG CO Consumer Cyclical 1,592.0 $425K 0.00% -312.0 -16.4% $267.02 -27.9%
Page 18 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%