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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 17 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 OEF ISHARES TR 21,512.0 $7.9M 0.07% -19K -46.7% $365.87 +3.9%
322 DFNM DIMENSIONAL ETF TRUST 162,601.0 $7.9M 0.07% NEW $48.34 -1.4%
323 ICSH ISHARES TR 155,150.0 $7.8M 0.07% +25K +19.6% $50.58 -0.1%
324 AIRR FIRST TR EXCHANGE TRADED FD 58,793.0 $7.8M 0.07% +23K +64.4% $133.25 -11.3%
325 ES EVERSOURCE ENERGY Utilities 108,262.0 $7.8M 0.07% +89K +472.1% $72.27 -0.4%
326 LIN LINDE PLC Basic Materials 14,979.0 $7.8M 0.07% +4K +33.8% $518.93 -7.3%
327 APOS APOLLO GLOBAL MGMT INC Financial Services 65,700.0 $7.8M 0.07% +37K +128.2% $118.31 -78.4%
328 MOAT VANECK ETF TRUST 74,490.0 $7.7M 0.07% -180K -70.8% $103.96 +9.7%
329 FTSM FIRST TR EXCHANGE-TRADED FD 129,629.0 $7.7M 0.07% +73K +129.2% $59.74 +0.2%
330 HWM HOWMET AEROSPACE INC Industrials 28,743.0 $7.7M 0.07% +19K +202.5% $268.86 +5.4%
331 IP INTERNATIONAL PAPER CO Consumer Cyclical 201,593.0 $7.7M 0.07% NEW $38.10 +7.8%
332 SGOV ISHARES TR 76,122.0 $7.7M 0.07% +25K +48.3% $100.67 -0.1%
333 BLACKROCK ETF TRUST 206,647.0 $7.6M 0.06% NEW $36.60
334 SNDK SANDISK CORP Technology 3,317.0 $7.5M 0.06% NEW $2274.07 -31.0%
335 JCPB J P MORGAN EXCHANGE TRADED F 160,120.0 $7.5M 0.06% +37K +30.2% $46.94 -1.2%
336 QQQ PUT INVESCO QQQ TR Financial Services 10,200.0 $7.5M 0.06% NEW $736.40 -2.8%
337 IBDV ISHARES TR 343,567.0 $7.5M 0.06% NEW $21.80 -0.7%
338 ICLO INVESCO ACTIVELY MANAGED EXC 291,375.0 $7.5M 0.06% +204K +233.3% $25.58 +0.2%
339 FIX COMFORT SYS USA INC Industrials 3,741.0 $7.4M 0.06% +3K +778.2% $1981.79 -14.4%
340 VONG VANGUARD SCOTTSDALE FDS 57,929.0 $7.4M 0.06% +37K +171.1% $127.81 -1.2%
Page 17 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%