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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 41 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 GDEC FIRST TR EXCHNG TRADED FD VI 39,516.0 $1.6M 0.01% +14K +55.0% $39.80 +1.9%
802 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 52,055.0 $1.6M 0.01% -42K -44.5% $30.17 +16.0%
803 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,117.0 $1.6M 0.01% +2K +40.3% $255.86 +25.7%
804 SAP SAP SE Technology 10,084.0 $1.6M 0.01% +3K +39.5% $154.11 +41.9%
805 AGGY WISDOMTREE TR 35,680.0 $1.6M 0.01% -4K -11.0% $43.48 -1.8%
806 ARTY ISHARES TR 20,233.0 $1.5M 0.01% +6K +39.8% $76.16 -2.6%
807 DRAM ROUNDHILL ETF TRUST 20,849.0 $1.5M 0.01% NEW $73.85 -21.9%
808 FDD FIRST TR EXCHANGE-TRADED FD 82,864.0 $1.5M 0.01% +24K +41.5% $18.55 +10.2%
809 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 138,130.0 $1.5M 0.01% +101K +268.7% $11.11 -3.7%
810 CHRW C H ROBINSON WORLDWIDE IN Industrials 8,119.0 $1.5M 0.01% -8K -50.3% $188.32 -24.8%
811 PRU PRUDENTIAL FINL INC Financial Services 14,159.0 $1.5M 0.01% -3K -16.7% $107.93 +12.2%
812 CRWD CALL CROWDSTRIKE HLDGS INC Technology 2,000.0 $1.5M 0.01% NEW $190.78 +0.6%
813 ROL ROLLINS INC Consumer Cyclical 36,480.0 $1.5M 0.01% -8K -17.6% $41.74 -11.6%
814 DHI D R HORTON INC Consumer Cyclical 9,282.0 $1.5M 0.01% -1K -12.7% $162.89 -8.9%
815 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 136,339.0 $1.5M 0.01% +3K +1.9% $11.06 -4.7%
816 SPYI NEOS ETF TRUST 28,385.0 $1.5M 0.01% +9K +49.2% $53.09 +0.7%
817 LH LABCORP HOLDINGS INC Healthcare 5,369.0 $1.5M 0.01% +2K +62.9% $280.03 +20.1%
818 EVRG EVERGY INC Utilities 17,325.0 $1.5M 0.01% +4K +34.9% $86.43 -6.4%
819 UNH CALL UNITEDHEALTH GROUP INC Healthcare 3,600.0 $1.5M 0.01% NEW $415.63 -6.1%
820 DTE DTE ENERGY CO Utilities 9,812.0 $1.5M 0.01% +2K +31.8% $152.36 -11.3%
Page 41 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%