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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 38 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 STT STATE STR CORP Financial Services 11,028.0 $1.9M 0.02% -4K -27.4% $169.61 +10.3%
742 SHV ISHARES TR 16,860.0 $1.9M 0.02% +5K +45.6% $110.35 -0.0%
743 EAGG ISHARES TR 39,207.0 $1.9M 0.02% +14K +53.2% $47.41 -1.6%
744 BLOCK INC 24,457.0 $1.9M 0.02% +5K +25.1% $76.00
745 FAST FASTENAL CO Industrials 38,672.0 $1.9M 0.02% -19K -33.2% $48.03 +6.7%
746 CARR CARRIER GLOBAL CORPORATION Industrials 25,267.0 $1.9M 0.02% -292.0 -1.1% $73.35 -17.7%
747 WTFC WINTRUST FINL CORP Financial Services 11,448.0 $1.8M 0.02% +492.0 +4.5% $160.72 -5.0%
748 ROP ROPER TECHNOLOGIES INC Industrials 5,423.0 $1.8M 0.02% +800.0 +17.3% $338.44 +21.7%
749 SHYG ISHARES TR 43,235.0 $1.8M 0.02% +8K +21.5% $42.41 -0.4%
750 SUB ISHARES TR 17,194.0 $1.8M 0.02% +7K +68.5% $106.47 -0.2%
751 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 23,915.0 $1.8M 0.02% +8K +50.2% $76.40 +5.1%
752 ARKK ARK ETF TR 22,542.0 $1.8M 0.02% -104K -82.2% $80.82 +6.7%
753 FET FORUM ENERGY TECHNOLOGIES IN Energy 36,048.0 $1.8M 0.01% NEW $50.23 +54.1%
754 TY TRI CONTL CORP Financial Services 51,920.0 $1.8M 0.01% +7K +15.9% $34.42 +3.4%
755 VONE VANGUARD SCOTTSDALE FDS 5,274.0 $1.8M 0.01% -494.0 -8.6% $338.74 +2.5%
756 REGN REGENERON PHARMACEUTICALS Healthcare 2,839.0 $1.8M 0.01% +279.0 +10.9% $623.47 +33.8%
757 PRCH PORCH GROUP INC Technology 116,674.0 $1.8M 0.01% NEW $15.04 +13.6%
758 TBIL RBB FD INC 35,104.0 $1.8M 0.01% -42K -54.3% $49.86 +0.3%
759 FITB FIFTH THIRD BANCORP Financial Services 31,045.0 $1.8M 0.01% +8K +36.6% $56.37 -2.8%
760 BTI BRITISH AMERN TOB PLC Consumer Defensive 28,311.0 $1.7M 0.01% +14K +93.8% $61.76 -9.0%
Page 38 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%