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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 44 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 WRB BERKLEY W R CORP Financial Services 19,709.0 $1.4M 0.01% +5K +33.6% $70.53 -2.7%
862 ONTO ONTO INNOVATION INC Technology 3,665.0 $1.4M 0.01% -1K -24.6% $378.41 -22.5%
863 NDSN NORDSON CORP Industrials 4,556.0 $1.4M 0.01% +737.0 +19.3% $301.67 +10.1%
864 TOTALENERGIES SE 17,633.0 $1.4M 0.01% +5K +35.5% $77.76
865 DFAX DIMENSIONAL ETF TRUST 37,163.0 $1.4M 0.01% +30K +400.6% $36.84 +3.6%
866 DOC HEALTHPEAK PROPERTIES INC Real Estate 63,838.0 $1.4M 0.01% +30K +89.5% $21.40 -0.0%
867 CLH CLEAN HARBORS INC Industrials 4,540.0 $1.4M 0.01% -160.0 -3.4% $298.75 +5.8%
868 FALN ISHARES TR 49,733.0 $1.4M 0.01% +7K +17.0% $27.24 -0.9%
869 BCS BARCLAYS PLC Financial Services 50,175.0 $1.3M 0.01% -5K -9.0% $26.86 -0.1%
870 BR BROADRIDGE FINL SOLUTIONS IN Technology 9,828.0 $1.3M 0.01% -7K -42.3% $136.94 +33.0%
871 ATI ATI INC Industrials 6,808.0 $1.3M 0.01% +1K +23.6% $197.10 +5.0%
872 FMAY FIRST TR EXCHNG TRADED FD VI 23,810.0 $1.3M 0.01% +16K +200.0% $56.20 +1.9%
873 CALF PACER FDS TR 26,430.0 $1.3M 0.01% -40K -60.1% $50.61 +14.2%
874 IDV ISHARES TR 32,215.0 $1.3M 0.01% +8K +34.4% $41.43 +8.8%
875 FPX FIRST TR EXCHANGE-TRADED FD 6,466.0 $1.3M 0.01% -80.0 -1.2% $206.18 -10.8%
876 PCY INVESCO EXCH TRADED FD TR II 61,344.0 $1.3M 0.01% +28K +85.7% $21.65 -2.6%
877 TDG TRANSDIGM GROUP INC Industrials 997.0 $1.3M 0.01% +186.0 +22.9% $1331.89 -9.9%
878 SCI SERVICE CORP INTL Consumer Cyclical 17,428.0 $1.3M 0.01% +14K +382.6% $75.96 +9.6%
879 VGSH VANGUARD SCOTTSDALE FDS 22,668.0 $1.3M 0.01% -275K -92.4% $58.20 -0.1%
880 VNOM VIPER ENERGY INC Energy 31,038.0 $1.3M 0.01% $42.40 +6.8%
Page 44 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%