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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 37 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ATO ATMOS ENERGY CORP Utilities 11,607.0 $2.0M 0.02% +3K +32.7% $172.27 -3.1%
722 HYLB DBX ETF TR 54,737.0 $2.0M 0.02% +4K +8.0% $36.52 -0.5%
723 PHM PULTE GROUP INC Consumer Cyclical 14,565.0 $2.0M 0.02% -2K -13.1% $137.22 -6.0%
724 GWW WW GRAINGER INC Industrials 1,453.0 $2.0M 0.02% +453.0 +45.3% $1360.56 -3.6%
725 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,971.0 $2.0M 0.02% +2K +45.0% $330.47 -1.2%
726 JPIE J P MORGAN EXCHANGE TRADED F 42,772.0 $2.0M 0.02% +22K +103.2% $46.05 -0.4%
727 MELI MERCADOLIBRE INC Consumer Cyclical 1,159.0 $2.0M 0.02% +288.0 +33.1% $1697.51 +13.3%
728 FJUN FIRST TR EXCHNG TRADED FD VI 32,747.0 $2.0M 0.02% +23K +243.9% $59.95 +1.9%
729 EOG EOG RES INC Energy 14,930.0 $1.9M 0.02% -5K -24.4% $129.73 +18.0%
730 EIX EDISON INTL Utilities 25,942.0 $1.9M 0.02% -2K -7.5% $74.45 -3.8%
731 FLEX FLEX LTD Technology 11,902.0 $1.9M 0.02% +862.0 +7.8% $162.06 -31.8%
732 AON AON PLC Financial Services 5,805.0 $1.9M 0.02% +1K +22.6% $331.71 +7.1%
733 STRL STERLING INFRASTRUCTURE INC Industrials 2,284.0 $1.9M 0.02% -921.0 -28.7% $839.36 -38.4%
734 GLASS HOUSE BRANDS INC 147,253.0 $1.9M 0.02% NEW $13.00
735 OXY CALL OCCIDENTAL PETE CORP Energy 39,300.0 $1.9M 0.02% NEW $48.57 +26.2%
736 DUPONT DE NEMOURS INC 14,017.0 $1.9M 0.02% NEW $135.64
737 VGIT VANGUARD SCOTTSDALE FDS 32,220.0 $1.9M 0.02% +12K +56.8% $58.98 -1.1%
738 BUFF INNOVATOR ETFS TRUST 35,894.0 $1.9M 0.02% -29K -44.5% $52.68 +1.7%
739 FN FABRINET Technology 3,363.0 $1.9M 0.02% -13K -80.0% $562.08 -22.3%
740 XLRE SELECT SECTOR SPDR TR 42,509.0 $1.9M 0.02% +12K +41.0% $44.03 +2.4%
Page 37 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 34.5%
Financial Services 19.3%
Industrials 10.3%
Consumer Cyclical 8.5%
Healthcare 8.2%
Communication Services 6.1%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%