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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 31 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 IGV ISHARES TR 31,996.0 $2.9M 0.03% +28K +789.3% $90.60 +12.5%
602 PAAA PGIM ETF TR 56,235.0 $2.9M 0.03% -9K -13.7% $51.27 +0.4%
603 PAVE GLOBAL X FDS 48,920.0 $2.9M 0.03% +17K +54.4% $58.92 -4.9%
604 ARCC ARES CAPITAL CORP Financial Services 155,429.0 $2.9M 0.03% +81K +109.6% $18.53 +6.7%
605 Q QNITY ELECTRONICS INC Technology 17,582.0 $2.9M 0.02% +3K +18.7% $163.31 -18.2%
606 BWXT BWX TECHNOLOGIES INC Industrials 14,664.0 $2.9M 0.02% $194.65 -19.6%
607 STE STERIS PLC Healthcare 13,502.0 $2.8M 0.02% +2K +16.8% $210.56 +12.0%
608 AOR ISHARES TR 40,555.0 $2.8M 0.02% +8K +23.2% $69.50 +0.2%
609 O REALTY INCOME CORP Real Estate 45,169.0 $2.8M 0.02% +15K +49.2% $61.96 +2.0%
610 IJJ ISHARES TR 18,879.0 $2.8M 0.02% +695.0 +3.8% $147.73 +0.2%
611 FDN FIRST TR EXCHANGE-TRADED FD 10,526.0 $2.8M 0.02% -976.0 -8.5% $264.71 +7.3%
612 AMCOR PLC 64,241.0 $2.8M 0.02% NEW $43.35
613 VIS VANGUARD WORLD FD 7,719.0 $2.8M 0.02% -233.0 -2.9% $360.40 -4.3%
614 CAH CARDINAL HEALTH INC Healthcare 11,647.0 $2.8M 0.02% +1K +12.9% $237.57 -3.8%
615 HYS PIMCO ETF TR 29,584.0 $2.8M 0.02% -2K -7.7% $93.52 -0.8%
616 YEAR AB ACTIVE ETFS INC 54,582.0 $2.7M 0.02% +25K +81.8% $50.34 -0.1%
617 TUSI TOUCHSTONE ETF TRUST 108,770.0 $2.7M 0.02% +23K +26.2% $25.26 +0.3%
618 QQQI NEOS ETF TRUST 48,274.0 $2.7M 0.02% +11K +30.6% $56.79 -4.8%
619 AXON AXON ENTERPRISE INC Industrials 4,889.0 $2.7M 0.02% +3K +184.2% $560.55 +9.6%
620 VSH VISHAY INTERTECHNOLOGY INC Technology 50,583.0 $2.7M 0.02% NEW $53.78 -40.8%
Page 31 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%