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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 24 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MDLZ MONDELEZ INTL INC Consumer Defensive 77,724.0 $4.5M 0.04% +22K +38.4% $57.84 +10.9%
462 MP MP MATERIALS CORP Basic Materials 80,211.0 $4.5M 0.04% -3K -3.8% $56.01 +1.2%
463 IBHG ISHARES TR 203,427.0 $4.5M 0.04% NEW $22.08 -0.4%
464 VFH VANGUARD WORLD FD 34,065.0 $4.5M 0.04% -3K -7.3% $131.60 +6.9%
465 SHEL SHELL PLC Energy 57,585.0 $4.5M 0.04% +2K +3.5% $77.54 +19.6%
466 GPN GLOBAL PMTS INC Industrials 61,423.0 $4.5M 0.04% +53K +645.2% $72.56 +26.4%
467 MET METLIFE INC Financial Services 52,634.0 $4.5M 0.04% $84.61 +12.4%
468 TAFI AB ACTIVE ETFS INC 176,204.0 $4.4M 0.04% NEW $25.22 -0.6%
469 CL COLGATE PALMOLIVE CO Consumer Defensive 48,067.0 $4.4M 0.04% +750.0 +1.6% $91.68 -0.9%
470 SNOW SNOWFLAKE INC Technology 17,219.0 $4.4M 0.04% +5K +41.9% $254.50 +27.7%
471 SLB SLB LIMITED Energy 94,050.0 $4.4M 0.04% +68K +261.4% $46.49 +15.2%
472 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 56,096.0 $4.4M 0.04% +23K +71.1% $77.87 -10.4%
473 RF REGIONS FINANCIAL CORP NEW Financial Services 143,971.0 $4.3M 0.04% +5K +3.6% $30.20 +1.3%
474 DLR DIGITAL RLTY TR INC Real Estate 24,204.0 $4.3M 0.04% +1K +4.3% $179.58 +7.1%
475 QYLD GLOBAL X FDS 234,940.0 $4.3M 0.04% +11K +5.0% $18.43 -1.2%
476 IYW ISHARES TR 17,110.0 $4.3M 0.04% -136K -88.8% $252.23 -1.8%
477 USB US BANCORP Financial Services 71,072.0 $4.3M 0.04% -2K -2.4% $60.40 +4.0%
478 BKLN INVESCO EXCH TRADED FD TR II 210,735.0 $4.3M 0.04% +20K +10.5% $20.37 +1.0%
479 CGUS CAPITAL GROUP CORE EQUITY ET 95,268.0 $4.2M 0.04% -102K -51.6% $44.48 +1.9%
480 INTU INTUIT Technology 16,232.0 $4.2M 0.04% +9K +117.0% $261.01 +38.9%
Page 24 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%