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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 29 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MTDR MATADOR RES CO Energy 65,528.0 $3.3M 0.03% +734.0 +1.1% $49.78 +17.4%
562 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 26,439.0 $3.3M 0.03% +3K +15.1% $123.11 +28.8%
563 VBK VANGUARD INDEX FDS 8,890.0 $3.3M 0.03% +531.0 +6.3% $365.71 -2.6%
564 NVS NOVARTIS AG Healthcare 20,676.0 $3.2M 0.03% +6K +39.6% $156.72 -0.3%
565 HYLS FIRST TR EXCHANGE-TRADED FD 79,536.0 $3.2M 0.03% -8K -9.4% $40.65 +0.2%
566 VST VISTRA CORP Utilities 20,196.0 $3.2M 0.03% -5K -18.9% $158.63 -12.4%
567 FTGC FIRST TR EXCHANGE TRAD FD VI 118,410.0 $3.2M 0.03% +7K +6.4% $27.05 +12.4%
568 GIS GENERAL MILLS INC Consumer Defensive 91,726.0 $3.2M 0.03% +63K +220.3% $34.80 +13.8%
569 GM GENERAL MTRS CO Consumer Cyclical 41,346.0 $3.2M 0.03% +9K +26.1% $77.08 +11.8%
570 DOV DOVER CORP Industrials 14,204.0 $3.2M 0.03% +10K +263.4% $224.27 -10.9%
571 CFR CULLEN FROST BANKERS INC Financial Services 20,577.0 $3.2M 0.03% -871.0 -4.1% $154.52 +6.7%
572 XPO XPO INC Industrials 15,420.0 $3.2M 0.03% NEW $205.29 -4.1%
573 ESGU ISHARES TR 19,206.0 $3.1M 0.03% +5K +31.1% $163.67 +2.0%
574 CSTM CONSTELLIUM SE Basic Materials 97,785.0 $3.1M 0.03% NEW $31.87 -16.8%
575 FJUL FIRST TR EXCHNG TRADED FD VI 52,241.0 $3.1M 0.03% +28K +116.8% $59.54 +2.4%
576 IEUR ISHARES TR 41,378.0 $3.1M 0.03% +34K +425.4% $75.17 +3.5%
577 VTWG VANGUARD SCOTTSDALE FDS 10,722.0 $3.1M 0.03% $287.68 -2.9%
578 SCHV SCHWAB STRATEGIC TR 88,523.0 $3.1M 0.03% +6K +7.1% $34.81 -0.0%
579 PSI INVESCO EXCHANGE TRADED FD T 16,405.0 $3.1M 0.03% NEW $187.82 -26.0%
580 RGTI RIGETTI COMPUTING INC Technology 158,946.0 $3.1M 0.03% +88K +125.0% $19.32 -16.8%
Page 29 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%