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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 40 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DEO DIAGEO PLC Consumer Defensive 20,635.0 $1.7M 0.01% -4K -15.2% $80.38 +17.7%
782 SPLV INVESCO EXCH TRADED FD TR II 22,096.0 $1.7M 0.01% -45K -66.8% $74.90 +0.5%
783 EMLP FIRST TR EXCHANGE-TRADED FD 38,004.0 $1.7M 0.01% +7K +23.8% $43.50 +0.5%
784 RDDT REDDIT INC Communication Services 9,504.0 $1.6M 0.01% +4K +62.4% $173.58 -11.7%
785 FMHI FIRST TR EXCH TRADED FD III 33,984.0 $1.6M 0.01% +15K +81.3% $48.49 -2.3%
786 SPYD SPDR SERIES TRUST 34,312.0 $1.6M 0.01% +1K +4.0% $47.71 +5.7%
787 FTRB FEDERATED HERMES ETF TRUST 64,932.0 $1.6M 0.01% NEW $25.09 -1.3%
788 GPIX GOLDMAN SACHS ETF TR 29,182.0 $1.6M 0.01% +21K +258.6% $55.57 +0.9%
789 ULTA ULTA BEAUTY INC Consumer Cyclical 3,583.0 $1.6M 0.01% +446.0 +14.2% $451.03 +15.6%
790 SCHE SCHWAB STRATEGIC TR 44,481.0 $1.6M 0.01% +6K +15.9% $36.26 +2.0%
791 HIG HARTFORD INSURANCE GROUP INC Financial Services 12,130.0 $1.6M 0.01% +411.0 +3.5% $132.52 +2.7%
792 HSY HERSHEY CO Consumer Defensive 9,149.0 $1.6M 0.01% -275.0 -2.9% $175.46 +6.3%
793 DNP DNP SELECT INCOME FD INC Financial Services 148,725.0 $1.6M 0.01% +77K +106.8% $10.79 +0.8%
794 JMST J P MORGAN EXCHANGE TRADED F 31,448.0 $1.6M 0.01% +20K +173.7% $51.00 -0.2%
795 CERY SPDR SERIES TRUST 47,612.0 $1.6M 0.01% +4K +9.9% $33.43 +15.1%
796 FEDERATED HERMES INC 28,645.0 $1.6M 0.01% NEW $55.22
797 FNDA SCHWAB STRATEGIC TR 41,526.0 $1.6M 0.01% NEW $38.06 -0.9%
798 TBLD THORNBURG INCM BUILDER OPP T Financial Services 71,540.0 $1.6M 0.01% -13K -15.1% $22.07 +0.9%
799 PULS PGIM ETF TR 31,829.0 $1.6M 0.01% +16K +107.6% $49.55 +0.2%
800 XBI SPDR SERIES TRUST 9,942.0 $1.6M 0.01% -80.0 -0.8% $158.24 +4.7%
Page 40 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%