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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 30 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 84,612.0 $3.1M 0.03% +67K +389.3% $36.24 +3.4%
582 NWPX NWPX INFRASTRUCTURE INC Industrials 20,429.0 $3.1M 0.03% NEW $149.94 -26.8%
583 BKR BAKER HUGHES COMPANY Energy 54,901.0 $3.0M 0.03% -68K -55.4% $55.50 +13.1%
584 VCRB VANGUARD MALVERN FDS 39,447.0 $3.0M 0.03% +17K +75.0% $77.23 -1.5%
585 BKNG BOOKING HOLDINGS INC Consumer Cyclical 17,055.0 $3.0M 0.03% +16K +1949.9% $178.24 +17.7%
586 VMC VULCAN MATLS CO Basic Materials 10,302.0 $3.0M 0.03% +777.0 +8.2% $295.01 -8.3%
587 IGSB ISHARES TR 57,971.0 $3.0M 0.03% +16K +36.8% $52.41 -0.5%
588 LQD ISHARES TR 27,825.0 $3.0M 0.03% +8K +43.7% $109.07 -2.8%
589 F FORD MTR CO Consumer Cyclical 255,304.0 $3.0M 0.03% -14K -5.1% $11.78 +18.8%
590 TER TERADYNE INC Technology 6,150.0 $3.0M 0.03% +890.0 +16.9% $483.81 -20.8%
591 FMUB FIDELITY MERRIMACK STR TR 57,694.0 $3.0M 0.03% +41K +244.8% $51.40 -1.4%
592 TCAF T ROWE PRICE EXCHANGE-TRADED 72,060.0 $3.0M 0.03% -18K -19.8% $41.10 +2.9%
593 XYLD GLOBAL X FDS 71,901.0 $2.9M 0.03% -5K -6.3% $40.79 +2.1%
594 HAWX ISHARES TR 63,036.0 $2.9M 0.03% +8K +14.5% $46.50 -1.8%
595 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 30,458.0 $2.9M 0.03% -4K -12.6% $96.12 -50.6%
596 PICK ISHARES INC 50,333.0 $2.9M 0.03% NEW $58.15 +9.3%
597 MRSH MARSH & MCLENNAN COS INC Financial Services 17,547.0 $2.9M 0.03% -7K -27.5% $166.67 +14.1%
598 FIRST TR EXCHANGE TRADED FD 132,286.0 $2.9M 0.03% +34K +34.7% $22.09
599 IGIB ISHARES TR 54,807.0 $2.9M 0.03% +5K +10.8% $53.17 -1.8%
600 QTUM ETF SER SOLUTIONS 17,555.0 $2.9M 0.03% -277.0 -1.6% $165.38 -9.8%
Page 30 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%