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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 33 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VLO VALERO ENERGY CORP Energy 9,865.0 $2.6M 0.02% +2K +25.7% $260.44 +33.0%
642 NYT NEW YORK TIMES CO MTN BE Communication Services 36,655.0 $2.6M 0.02% NEW $69.98 -6.3%
643 PTNQ PACER FDS TR 28,926.0 $2.6M 0.02% -914.0 -3.1% $88.65 -3.2%
644 MAIN MAIN STR CAP CORP Financial Services 49,281.0 $2.6M 0.02% +37K +316.3% $51.88 +13.1%
645 FDX FEDEX CORP Industrials 8,110.0 $2.5M 0.02% +3K +59.5% $313.12 +5.1%
646 POOL POOL CORP Industrials 11,805.0 $2.5M 0.02% +2K +26.8% $214.90 -11.1%
647 SCHI SCHWAB STRATEGIC TR 111,528.0 $2.5M 0.02% +88K +371.3% $22.64 -1.9%
648 D DOMINION ENERGY INC Utilities 36,717.0 $2.5M 0.02% +4K +11.5% $68.29 -1.2%
649 EMB ISHARES TR 25,917.0 $2.5M 0.02% +2K +6.7% $96.44 -1.8%
650 STLD STEEL DYNAMICS INC Basic Materials 10,826.0 $2.5M 0.02% NEW $229.45 -0.5%
651 HOOD ROBINHOOD MKTS INC Financial Services 24,758.0 $2.5M 0.02% +2K +8.3% $100.28 +6.0%
652 ZTS ZOETIS INC Healthcare 34,405.0 $2.5M 0.02% +18K +105.4% $71.86 +6.1%
653 VGK VANGUARD INTL EQUITY INDEX F 27,825.0 $2.5M 0.02% +11K +61.6% $88.54 +4.6%
654 NFLX PUT NETFLIX INC. Communication Services 34,500.0 $2.5M 0.02% NEW $71.40 +11.5%
655 BNL BROADSTONE NET LEASE INC Real Estate 119,102.0 $2.5M 0.02% -9K -6.8% $20.67 +2.6%
656 HDV ISHARES TR 89,609.0 $2.5M 0.02% +82K +1151.3% $27.41 +8.8%
657 CTAS CINTAS CORP Industrials 14,322.0 $2.4M 0.02% $170.09 +19.6%
658 NOC NORTHROP GRUMMAN CORP Industrials 4,777.0 $2.4M 0.02% +1K +40.5% $509.29 +10.4%
659 BDX BECTON DICKINSON & CO Healthcare 16,030.0 $2.4M 0.02% -2K -10.1% $151.33 +24.8%
660 IXN ISHARES TR 16,771.0 $2.4M 0.02% +2K +15.3% $144.48 -3.4%
Page 33 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%