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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 39 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TEL TE CONNECTIVITY PLC Technology 8,666.0 $1.7M 0.01% +3K +60.2% $201.61 +1.0%
762 FSIG FIRST TR EXCHANGE-TRADED FD 92,380.0 $1.7M 0.01% -41K -30.9% $18.86 -0.5%
763 OHI OMEGA HEALTHCARE INVS INC Real Estate 36,478.0 $1.7M 0.01% +6K +19.7% $47.68 -2.2%
764 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,463.0 $1.7M 0.01% +69.0 +1.3% $317.56 -8.0%
765 YUM YUM BRANDS INC Consumer Cyclical 10,814.0 $1.7M 0.01% +480.0 +4.6% $159.87 -4.3%
766 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 21,297.0 $1.7M 0.01% +2K +8.8% $81.16 -10.5%
767 WSO WATSCO INC Industrials 4,131.0 $1.7M 0.01% +954.0 +30.0% $416.77 -25.2%
768 FLQM FRANKLIN TEMPLETON ETF TR 29,709.0 $1.7M 0.01% +4K +16.8% $57.88 +6.5%
769 FID FIRST TR EXCHANGE TRADED FD 79,588.0 $1.7M 0.01% +21K +34.9% $21.46 +8.1%
770 PTON PELOTON INTERACTIVE INC Consumer Cyclical 287,168.0 $1.7M 0.01% +225K +364.7% $5.91 -8.5%
771 CRH PLC 15,826.0 $1.7M 0.01% +3K +20.2% $107.00
772 MANAGED PORTFOLIO SER 65,556.0 $1.7M 0.01% -10K -13.3% $25.82
773 FMF FIRST TR EXCHANGE-TRADED FD 33,713.0 $1.7M 0.01% -593.0 -1.7% $50.12 +1.2%
774 AOA ISHARES TR 17,229.0 $1.7M 0.01% +6K +47.6% $97.60 +1.4%
775 SBR SABINE RTY TR Energy 22,951.0 $1.7M 0.01% -821.0 -3.5% $73.20 +0.8%
776 SUSC ISHARES TR 72,441.0 $1.7M 0.01% +16K +28.3% $23.15 -2.2%
777 ENTERGY CORP NEW 14,596.0 $1.7M 0.01% +4K +33.5% $114.86
778 HELO J P MORGAN EXCHANGE TRADED F 24,755.0 $1.7M 0.01% -8K -23.8% $67.58 +2.7%
779 CIFR CIPHER DIGITAL INC Financial Services 67,916.0 $1.7M 0.01% +51K +294.2% $24.50 -35.7%
780 NTRS NORTHERN TR CORP Financial Services 9,560.0 $1.7M 0.01% -5K -33.3% $173.84 +5.8%
Page 39 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%