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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 32 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 VTR VENTAS INC Real Estate 30,577.0 $2.7M 0.02% +27K +730.5% $88.80 +4.4%
622 CSX CSX CORP Industrials 56,642.0 $2.7M 0.02% +9K +19.4% $47.53 +7.2%
623 TDAQ ETF OPPORTUNITIES TRUST 94,611.0 $2.7M 0.02% NEW $28.40 -6.3%
624 GPC GENUINE PARTS CO Consumer Cyclical 22,740.0 $2.7M 0.02% -2K -8.1% $117.98 +12.7%
625 IQVIA HLDGS INC 13,880.0 $2.7M 0.02% +2K +16.2% $193.22
626 CDNS CADENCE DESIGN SYSTEM INC Technology 7,111.0 $2.7M 0.02% +602.0 +9.2% $375.30 -16.4%
627 FDVV FIDELITY COVINGTON TRUST 44,197.0 $2.7M 0.02% +5K +12.6% $60.29 +4.6%
628 LUV SOUTHWEST AIRLS CO Industrials 51,680.0 $2.7M 0.02% +15K +42.7% $51.42 -22.4%
629 BSJV INVESCO EXCH TRD SLF IDX FD 100,795.0 $2.6M 0.02% -13K -11.4% $26.25 -0.8%
630 LLY CALL ELI LILLY & CO Healthcare 2,200.0 $2.6M 0.02% +2K +1000.0% $1199.43 +3.9%
631 FIXD FIRST TR EXCHNG TRADED FD VI 60,450.0 $2.6M 0.02% -11K -15.3% $43.61 -1.5%
632 CRWV COREWEAVE INC Technology 26,239.0 $2.6M 0.02% -4K -14.2% $99.54 -9.8%
633 TRV TRAVELERS COMPANIES INC Financial Services 7,889.0 $2.6M 0.02% +320.0 +4.2% $330.08 +10.4%
634 USAC USA COMPRESSION PARTNERS LP Energy 98,647.0 $2.6M 0.02% -2K -1.7% $26.39 -0.1%
635 ALLY ALLY FINL INC Financial Services 56,599.0 $2.6M 0.02% +15K +35.4% $45.95 -8.0%
636 ECL ECOLAB INC Basic Materials 9,316.0 $2.6M 0.02% +157.0 +1.7% $278.62 +1.0%
637 MCK MCKESSON CORP Healthcare 3,422.0 $2.6M 0.02% +264.0 +8.4% $755.61 +11.0%
638 PNC PNC FINL SVCS GROUP INC Financial Services 10,487.0 $2.6M 0.02% +1K +11.6% $246.21 -1.9%
639 DVN DEVON ENERGY CORP NEW Energy 62,339.0 $2.6M 0.02% -68K -52.3% $41.32 +19.3%
640 ARCB ARCBEST CORP Industrials 17,927.0 $2.6M 0.02% NEW $143.54 -5.3%
Page 32 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%