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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 21 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BIV VANGUARD BD INDEX FDS 74,183.0 $5.7M 0.05% +7K +10.4% $76.70 -1.2%
402 MMM 3M CO Industrials 34,982.0 $5.7M 0.05% $161.91 +11.6%
403 TPR TAPESTRY INC Consumer Cyclical 38,611.0 $5.7M 0.05% +29K +318.5% $146.38 -10.0%
404 FDL FIRST TR EXCHANGE-TRADED FD 115,717.0 $5.6M 0.05% +743.0 +0.7% $48.66 +9.8%
405 TMUS T-MOBILE US INC Communication Services 33,404.0 $5.6M 0.05% +22K +180.8% $167.73 +8.7%
406 EPD ENTERPRISE PRODS PARTNERS L Energy 152,072.0 $5.6M 0.05% +5K +3.5% $36.76 +3.7%
407 AJG GALLAGHER ARTHUR J & CO Financial Services 24,267.0 $5.6M 0.05% +14K +129.1% $229.57 +12.1%
408 AZN ASTRAZENECA PLC Healthcare 29,072.0 $5.5M 0.05% NEW $189.62 -13.0%
409 SLV ISHARES SILVER TR Financial Services 102,777.0 $5.5M 0.05% +29K +39.5% $53.47 +12.2%
410 WELL WELLTOWER INC Real Estate 24,143.0 $5.5M 0.05% +2K +7.7% $226.97 +3.9%
411 CMCSA COMCAST CORP NEW Communication Services 223,089.0 $5.5M 0.05% +108K +94.3% $24.55 +8.3%
412 BE BLOOM ENERGY CORP Industrials 18,089.0 $5.5M 0.05% +10K +133.1% $302.70 -31.7%
413 CGMM CAPITAL GROUP EQUITY ETF TR 165,625.0 $5.5M 0.05% -203K -55.1% $32.97 +0.5%
414 IWP ISHARES TR 36,895.0 $5.4M 0.05% +20K +124.9% $146.41 -1.8%
415 CGCB CAPITAL GRP FIXED INCM ETF T 203,488.0 $5.3M 0.04% -151K -42.7% $26.18 -0.8%
416 OII OCEANEERING INTL INC Energy 131,457.0 $5.3M 0.04% +15K +13.2% $40.52 +30.0%
417 CEF SPROTT ASSET MANAGEMENT LP Financial Services 132,379.0 $5.3M 0.04% -72K -35.4% $40.23 +13.2%
418 PZA INVESCO EXCH TRADED FD TR II 223,380.0 $5.3M 0.04% +126K +128.4% $23.52 -2.6%
419 IWY ISHARES TR 18,076.0 $5.3M 0.04% +16K +1022.0% $290.62 -1.5%
420 CPAI NORTHERN LTS FD TR III 100,854.0 $5.2M 0.04% +22K +27.2% $51.96 +0.5%
Page 21 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%