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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 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IGM ISHARES TR 59,498.0 $9.7M 0.08% +15K +34.9% $163.58 -2.0%
262 QCOM QUALCOMM INC Technology 52,653.0 $9.7M 0.08% -36K -40.3% $184.79 -13.3%
263 BND VANGUARD BD INDEX FDS 131,729.0 $9.7M 0.08% +33K +34.1% $73.41 -1.6%
264 HPE HEWLETT PACKARD ENTERPRISE C Technology 214,099.0 $9.7M 0.08% -16K -6.8% $45.11 +23.5%
265 UNP UNION PAC CORP Industrials 35,451.0 $9.6M 0.08% $272.00 +9.8%
266 JEPQ J P MORGAN EXCHANGE TRADED F 156,440.0 $9.6M 0.08% +65K +71.1% $61.46 -2.5%
267 TLH ISHARES TR 95,603.0 $9.6M 0.08% +32K +50.5% $100.35 -4.0%
268 EMR EMERSON ELEC CO Industrials 66,724.0 $9.6M 0.08% +12K +22.2% $143.15 +10.3%
269 WM WASTE MGMT INC DEL Industrials 42,732.0 $9.5M 0.08% +4K +11.4% $222.88 +0.3%
270 FWD AB ACTIVE ETFS INC 64,294.0 $9.5M 0.08% NEW $148.12 -11.1%
271 PM PHILIP MORRIS INTL INC Consumer Defensive 52,588.0 $9.5M 0.08% -9K -13.9% $180.91 +3.7%
272 IHDG WISDOMTREE TR 180,821.0 $9.5M 0.08% -5K -2.5% $52.38 +1.4%
273 PAUG INNOVATOR ETFS TRUST 206,911.0 $9.4M 0.08% +58K +38.7% $45.64 +2.1%
274 CARNIVAL CORP LTD 330,491.0 $9.4M 0.08% NEW $28.57
275 EWJ ISHARES INC 101,087.0 $9.4M 0.08% +95K +1552.6% $93.27 +2.3%
276 SHYL DBX ETF TR 210,216.0 $9.3M 0.08% +40K +23.3% $44.43 -0.9%
277 JLL JONES LANG LASALLE INC Real Estate 30,083.0 $9.3M 0.08% -15K -33.5% $309.95 +19.7%
278 COP CONOCOPHILLIPS Energy 89,594.0 $9.3M 0.08% +3K +4.0% $103.96 +24.8%
279 KLAC KLA CORP Technology 30,725.0 $9.3M 0.08% +29K +1286.5% $301.71 -35.4%
280 VANGUARD CALIF TAX FREE FDS 92,114.0 $9.3M 0.08% +5K +5.8% $100.60
Page 14 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%