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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 102 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 MASS 908 DEVICES INC Healthcare 11,903.0 $104K 0.00% +158.0 +1.4% $8.70 +15.9%
2022 BBD BANCO BRADESCO S A Financial Services 29,142.0 $101K 0.00% NEW $3.47 -12.4%
2023 MARKER THERAPEUTICS INC 67,963.0 $100K 0.00% NEW $1.47
2024 BTG B2GOLD CORP Basic Materials 26,537.0 $99K 0.00% +458.0 +1.8% $3.74 +33.2%
2025 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 10,115.0 $99K 0.00% +98.0 +1.0% $9.81 +0.4%
2026 MSTU ETF OPPORTUNITIES TRUST 60,457.0 $98K 0.00% NEW $1.62 +4.6%
2027 ALAB CALL ASTERA LABS INC Technology 200.0 $97K 0.00% NEW $483.02 -37.2%
2028 SE CALL SEA LTD Consumer Cyclical 1,000.0 $96K 0.00% NEW $95.83 +21.3%
2029 LUMN LUMEN TECHNOLOGIES INC Communication Services 12,440.0 $96K 0.00% NEW $7.68 -20.2%
2030 GENI GENIUS SPORTS LIMITED Communication Services 15,131.0 $92K 0.00% +3K +29.2% $6.06 +23.6%
2031 LITHIUM AMERS CORP NEW 23,683.0 $91K 0.00% -16K -40.3% $3.85
2032 AUR AURORA INNOVATION INC Technology 13,212.0 $90K 0.00% NEW $6.82 -9.8%
2033 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 13,707.0 $90K 0.00% $6.53 +2.9%
2034 TMC TMC THE METALS COMPANY INC Basic Materials 20,055.0 $89K 0.00% -19K -48.8% $4.43 -11.5%
2035 ALT ALTIMMUNE INC Healthcare 28,649.0 $87K 0.00% +2K +8.1% $3.04 -2.3%
2036 UONE URBAN ONE INC Communication Services 15,557.0 $84K 0.00% NEW $5.40 -7.8%
2037 NUVB NUVATION BIO INC Healthcare 14,677.0 $83K 0.00% NEW $5.68 +22.5%
2038 WEN CALL WENDYS CO Consumer Cyclical 10,000.0 $83K 0.00% NEW $8.29 +1.8%
2039 FATHOM HOLDINGS INC 81,467.0 $82K 0.00% NEW $1.01
2040 MNKD MANNKIND CORP Healthcare 19,223.0 $82K 0.00% -7K -26.1% $4.26 -4.5%
Page 102 of 105  ·  2,097 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%