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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 19 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 XLB SELECT SECTOR SPDR TR 132,411.0 $6.7M 0.06% +97K +273.4% $50.83 +3.3%
362 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 24,674.0 $6.7M 0.06% +7K +41.3% $271.95 -13.7%
363 MDT MEDTRONIC PLC Healthcare 66,494.0 $6.7M 0.06% -37K -35.5% $100.86 -6.7%
364 CGGE CAPITAL GROUP GLOBAL EQUITY 189,081.0 $6.7M 0.06% -295K -60.9% $35.24 +0.6%
365 IBDW ISHARES TR 316,874.0 $6.6M 0.06% NEW $20.84 -0.9%
366 IGLB ISHARES TR 131,452.0 $6.6M 0.06% +127K +2913.6% $50.04 -3.6%
367 SMURFIT WESTROCK PLC 140,975.0 $6.5M 0.06% -984.0 -0.7% $46.26
368 ITOT ISHARES TR 39,596.0 $6.5M 0.06% +6K +18.5% $164.27 +2.7%
369 BILS SPDR SERIES TRUST 65,179.0 $6.5M 0.06% +11K +19.5% $99.38 -0.1%
370 VCR VANGUARD WORLD FD 16,298.0 $6.5M 0.06% +1K +9.5% $396.62 +0.7%
371 SDVY FIRST TR EXCHANGE TRADED FD 149,592.0 $6.5M 0.06% +11K +7.9% $43.14 +2.1%
372 UCTT ULTRA CLEAN HLDGS INC Technology 44,828.0 $6.4M 0.05% NEW $142.59 -47.4%
373 AME AMETEK INC Industrials 26,373.0 $6.4M 0.05% +4K +16.0% $241.94 +0.5%
374 IBDX ISHARES TR 252,548.0 $6.4M 0.05% NEW $25.19 -1.2%
375 IBDY ISHARES TR 247,004.0 $6.4M 0.05% NEW $25.75 -1.3%
376 ICLR ICON PUB LTD CO Healthcare 36,482.0 $6.3M 0.05% +35K +2203.2% $173.71 -0.7%
377 MSI MOTOROLA SOLUTIONS INC Technology 15,247.0 $6.3M 0.05% +2K +18.1% $415.27 +15.8%
378 BLCR BLACKROCK ETF TRUST 125,567.0 $6.3M 0.05% NEW $50.37 -1.8%
379 SPHY SPDR SERIES TRUST 267,352.0 $6.3M 0.05% +36K +15.3% $23.44 -0.6%
380 VEU VANGUARD INTL EQUITY INDEX F 74,298.0 $6.2M 0.05% +13K +20.8% $83.75 +1.4%
Page 19 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%