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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 18 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CENCORA INC 26,097.0 $7.4M 0.06% +12K +83.0% $282.98
342 SNA SNAP ON INC Industrials 17,912.0 $7.2M 0.06% +245.0 +1.4% $402.41 -1.9%
343 AEP AMERICAN ELEC PWR CO INC Utilities 52,617.0 $7.2M 0.06% +1K +2.6% $136.81 -8.3%
344 PH PARKER-HANNIFIN CORP Industrials 7,332.0 $7.2M 0.06% $978.12 +4.9%
345 SPG SIMON PPTY GROUP INC NEW Real Estate 31,582.0 $7.1M 0.06% -2K -5.7% $223.65 -0.6%
346 SPAB SPDR SERIES TRUST 274,050.0 $7.0M 0.06% +111K +68.3% $25.52 -1.4%
347 OMC OMNICOM GROUP INC Communication Services 95,929.0 $7.0M 0.06% +87K +973.4% $72.83 +20.3%
348 FIDELITY GREENWOOD STREET TR 240,180.0 $6.9M 0.06% +6K +2.5% $28.89
349 MCHP MICROCHIP TECHNOLOGY INC. Technology 76,002.0 $6.9M 0.06% +29K +60.4% $91.20 -13.8%
350 DISV DIMENSIONAL ETF TRUST 172,368.0 $6.9M 0.06% +162K +1547.7% $40.13 +10.0%
351 ET ENERGY TRANSFER L P Energy 360,079.0 $6.9M 0.06% +27K +8.0% $19.12 +11.1%
352 ITW ILLINOIS TOOL WKS INC Industrials 25,394.0 $6.9M 0.06% +282.0 +1.1% $270.47 +5.9%
353 HONEYWELL INTL INC 30,622.0 $6.9M 0.06% NEW $223.91
354 VCLT VANGUARD SCOTTSDALE FDS 90,868.0 $6.8M 0.06% +3K +3.1% $75.25 -4.0%
355 TT TRANE TECHNOLOGIES PLC Industrials 13,875.0 $6.8M 0.06% -960.0 -6.5% $491.18 -6.8%
356 NKE NIKE INC Consumer Cyclical 165,639.0 $6.8M 0.06% +55K +50.1% $41.05 -0.3%
357 HONEYWELL AEROSPACE INC 30,653.0 $6.8M 0.06% NEW $221.08
358 DFAU DIMENSIONAL ETF TRUST 130,865.0 $6.8M 0.06% +51K +64.5% $51.69 +3.4%
359 ROIV ROIVANT SCIENCES LTD Healthcare 190,938.0 $6.8M 0.06% +169K +758.3% $35.39 +4.1%
360 MUB ISHARES TR 62,742.0 $6.8M 0.06% +25K +65.2% $107.62 -1.8%
Page 18 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%