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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 23 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FOXA FOX CORP Communication Services 4,730.0 $247K 0.00% -146.0 -3.0% $52.17 +34.4%
442 VLYPN VALLEY NATL BANCORP Financial Services 16,678.0 $244K 0.00% -85.0 -0.5% $14.65 +74.9%
443 BSM BLACK STONE MINERALS L P Energy 17,427.0 $243K 0.00% -3K -14.7% $13.97 +3.9%
444 XMHQ INVESCO EXCHANGE TRADED FD T 2,156.0 $243K 0.00% -514.0 -19.2% $112.83 +5.6%
445 ALK ALASKA AIR GROUP INC Industrials 4,651.0 $243K 0.00% -657.0 -12.4% $52.20 -17.2%
446 SJM SMUCKER J M CO Consumer Defensive 2,091.0 $235K 0.00% -171.0 -7.6% $112.52 +6.6%
447 FBNC FIRST BANCORP N C Financial Services 3,613.0 $231K 0.00% -4K -50.6% $63.93 +3.4%
448 NTCT NETSCOUT SYS INC Technology 5,276.0 $230K 0.00% -4K -42.9% $43.55 -10.5%
449 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,581.0 $228K 0.00% -1K -15.6% $40.87 +15.3%
450 ETHA ISHARES ETHEREUM TR Financial Services 19,167.0 $228K 0.00% -5K -20.6% $11.89 +20.4%
451 HTRB HARTFORD FDS EXCHANGE TRADED 6,686.0 $226K 0.00% -284.0 -4.1% $33.74 -1.5%
452 RCKT ROCKET PHARMACEUTICALS INC Healthcare 65,717.0 $225K 0.00% -2K -3.5% $3.42 -1.6%
453 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 5,819.0 $224K 0.00% -355.0 -5.8% $38.50 +2.2%
454 SIGI SELECTIVE INS GROUP INC Financial Services 2,265.0 $220K 0.00% -210.0 -8.5% $97.01 -3.9%
455 BMO BANK MONTREAL MEDIUM Financial Services 1,243.0 $220K 0.00% -347.0 -21.8% $176.70 +4.1%
456 KDP KEURIG DR PEPPER INC Consumer Defensive 6,664.0 $218K 0.00% -2K -19.4% $32.73 -6.1%
457 ACGL ARCH CAP GROUP LTD Financial Services 2,201.0 $214K 0.00% -909.0 -29.2% $97.09 +3.5%
458 IVT INVENTRUST PPTYS CORP Real Estate 6,006.0 $213K 0.00% -3K -36.3% $35.40 -5.3%
459 PLTM GRANITESHARES PLATINUM TR Financial Services 14,216.0 $212K 0.00% -2K -11.0% $14.94 +11.6%
460 EMD WESTERN ASSET EMERGING MKTS Financial Services 19,675.0 $211K 0.00% -562.0 -2.8% $10.74 -1.2%
Page 23 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%