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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 26 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 KNG FIRST TR EXCHANGE-TRADED FD 79,331.0 $4.0M 0.03% -5K -6.1% $50.50 +3.5%
502 TSCO TRACTOR SUPPLY CO Consumer Cyclical 126,313.0 $4.0M 0.03% +47K +59.3% $31.61 +12.1%
503 AFLG FIRST TR EXCHNG TRADED FD VI 91,423.0 $4.0M 0.03% +4K +4.7% $43.42 +3.3%
504 FIRST TR EXCHANGE TRADED FD 165,981.0 $4.0M 0.03% +45K +36.7% $23.85
505 EQIX EQUINIX INC Real Estate 3,782.0 $3.9M 0.03% +541.0 +16.7% $1042.17 +3.3%
506 FORM FORMFACTOR INC Technology 24,505.0 $3.9M 0.03% NEW $159.93 -28.1%
507 GCOW PACER FDS TR 90,273.0 $3.9M 0.03% +21K +29.5% $43.30 +10.0%
508 JBL JABIL INC Technology 10,103.0 $3.9M 0.03% -2K -15.6% $385.47 -16.3%
509 CRNC CERENCE INC Technology 343,020.0 $3.9M 0.03% +286K +503.3% $11.32 -28.3%
510 STZ CONSTELLATION BRANDS INC Consumer Defensive 27,915.0 $3.9M 0.03% NEW $139.09 -4.0%
511 IWV ISHARES TR 9,090.0 $3.9M 0.03% -86K -90.4% $426.40 +2.8%
512 RJF RAYMOND JAMES FINL INC Financial Services 25,458.0 $3.9M 0.03% +3K +11.5% $152.03 +17.0%
513 TCAL T ROWE PRICE EXCHANGE-TRADED 174,224.0 $3.9M 0.03% +128K +278.7% $22.20 +4.5%
514 UNILEVER PLC 64,207.0 $3.9M 0.03% -24K -26.9% $60.12
515 BKDV BNY MELLON ETF TRUST II 114,487.0 $3.8M 0.03% NEW $33.49 +4.0%
516 DIAL COLUMBIA ETF TR I 209,952.0 $3.8M 0.03% +196K +1422.4% $18.17 -1.0%
517 HEFA ISHARES TR 81,273.0 $3.8M 0.03% -7K -7.8% $46.92 +0.1%
518 NOBL PROSHARES TR 67,623.0 $3.8M 0.03% +50K +284.4% $56.16 +4.6%
519 LITE LUMENTUM HLDGS INC Technology 4,388.0 $3.8M 0.03% +3K +249.9% $857.98 -3.5%
520 BERKSHIRE HATHAWAY INC DEL 5.0 $3.7M 0.03% -19.0 -79.2% $748850.00
Page 26 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%