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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 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CPA COPA HOLDINGS SA Industrials 59,166.0 $9.2M 0.08% -7K -10.0% $155.57 -16.6%
282 XLP SELECT SECTOR SPDR TR 109,644.0 $9.1M 0.08% -100K -47.8% $83.07 +4.2%
283 XLG INVESCO EXCHANGE TRADED FD T 148,505.0 $9.1M 0.08% -54K -26.6% $61.23 +2.0%
284 AZO AUTOZONE INC Consumer Cyclical 2,840.0 $9.1M 0.08% +2K +403.6% $3196.11 -3.7%
285 WFC WELLS FARGO & CO Financial Services 109,486.0 $9.0M 0.08% +13K +14.0% $82.64 +4.0%
286 PWR QUANTA SVCS INC Industrials 12,312.0 $8.9M 0.07% +5K +74.6% $720.02 -5.9%
287 COF CAPITAL ONE FINL CORP Financial Services 44,098.0 $8.8M 0.07% -16K -27.0% $200.62 +10.0%
288 EDIV SPDR INDEX SHS FDS 214,873.0 $8.8M 0.07% -21K -9.1% $40.96 +2.8%
289 VOT VANGUARD INDEX FDS 28,667.0 $8.8M 0.07% +4K +16.0% $306.31 -0.2%
290 ACN ACCENTURE PLC IRELAND Technology 70,109.0 $8.7M 0.07% +20K +40.0% $124.44 +47.2%
291 MMIT NEW YORK LIFE INVTS ACTIVE E 358,065.0 $8.7M 0.07% NEW $24.35 -1.4%
292 ADP AUTOMATIC DATA PROCESSING IN Industrials 38,791.0 $8.7M 0.07% -8K -16.8% $223.95 +23.8%
293 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 29,601.0 $8.7M 0.07% +9K +45.1% $293.18 +3.4%
294 J P MORGAN EXCHANGE TRADED F 170,594.0 $8.6M 0.07% +27K +18.6% $50.57
295 APH AMPHENOL CORP Technology 48,863.0 $8.6M 0.07% +9K +21.6% $176.32 -11.5%
296 SPACE EXPLORATION TECHN CORP 50,410.0 $8.6M 0.07% NEW $170.86
297 CGDG CAPITAL GROUP DIVIDEND GROWE 229,567.0 $8.6M 0.07% -207K -47.4% $37.51 +3.5%
298 GRID FIRST TR EXCHANGE-TRADED FD 44,692.0 $8.6M 0.07% +11K +31.6% $191.75 -4.7%
299 FTCB FIRST TR EXCHANGE-TRADED FD 409,143.0 $8.5M 0.07% +63K +18.2% $20.86 -0.9%
300 MUST COLUMBIA ETF TR I 410,031.0 $8.5M 0.07% +395K +2603.8% $20.80 -2.5%
Page 15 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%