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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 20 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PLD PROLOGIS INC. Real Estate 45,820.0 $6.2M 0.05% +2K +4.9% $135.47 +4.0%
382 MPWR MONOLITHIC PWR SYS INC Technology 4,455.0 $6.2M 0.05% +3K +331.3% $1382.09 -5.4%
383 PFXF VANECK ETF TRUST 344,948.0 $6.2M 0.05% +10K +2.9% $17.84 +0.7%
384 CWB SPDR SERIES TRUST 56,719.0 $6.1M 0.05% +3K +6.0% $107.82 -3.7%
385 IYT ISHARES TR 70,319.0 $6.1M 0.05% NEW $86.75 +0.5%
386 SPGI S&P GLOBAL INC Financial Services 14,848.0 $6.0M 0.05% -157.0 -1.1% $407.27 +5.5%
387 MAR MARRIOTT INTL INC NEW Consumer Cyclical 16,314.0 $6.0M 0.05% +4K +36.2% $370.59 -2.7%
388 SHLD GLOBAL X FDS 101,207.0 $6.0M 0.05% +46K +82.9% $59.71 +16.1%
389 UYLD ANGEL OAK FUNDS TRUST 117,766.0 $6.0M 0.05% +53K +82.1% $51.01 +0.2%
390 ABBV CALL ABBVIE INC Healthcare 23,700.0 $6.0M 0.05% -26K -52.0% $251.64 +4.6%
391 SHM SPDR SERIES TRUST 124,171.0 $6.0M 0.05% +90K +262.3% $47.96 -0.6%
392 SCHX SCHWAB STRATEGIC TR 202,003.0 $5.9M 0.05% -89K -30.6% $29.43 +3.1%
393 THRO BLACKROCK ETF TRUST 136,801.0 $5.9M 0.05% +25K +22.9% $43.11 +2.0%
394 USIG ISHARES TR 114,416.0 $5.9M 0.05% +21K +22.8% $51.29 -1.8%
395 MINT PIMCO ETF TR 58,027.0 $5.8M 0.05% -13K -18.7% $100.81 -0.1%
396 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 7,800.0 $5.8M 0.05% NEW $746.77 +3.1%
397 GNRC GENERAC HLDGS INC Industrials 19,826.0 $5.8M 0.05% +17K +538.5% $292.81 -28.4%
398 VRIG INVESCO ACTIVELY MANAGED EXC 229,701.0 $5.8M 0.05% +18K +8.3% $25.07 +0.2%
399 CIBR FIRST TR EXCHANGE-TRADED FD 63,566.0 $5.7M 0.05% +9K +15.7% $89.85 +6.3%
400 GRNY TIDAL TRUST I 205,977.0 $5.7M 0.05% -12K -5.3% $27.65 +0.3%
Page 20 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%