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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 58 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 MPLX MPLX LP Energy 14,069.0 $793K 0.01% -8K -34.8% $56.33 +3.7%
1142 BSCR INVESCO EXCH TRD SLF IDX FD 40,367.0 $792K 0.01% +25K +164.4% $19.62 +0.3%
1143 FSTA FIDELITY COVINGTON TRUST 15,050.0 $791K 0.01% +8K +108.7% $52.54 +2.9%
1144 FIRST TR EXCHANGE-TRADED FD 24,875.0 $790K 0.01% +14K +131.2% $31.76
1145 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 15,614.0 $789K 0.01% +4K +31.8% $50.53 -3.0%
1146 DFLV DIMENSIONAL ETF TRUST 19,946.0 $789K 0.01% NEW $39.54 +6.2%
1147 BSCT INVESCO EXCH TRD SLF IDX FD 42,212.0 $784K 0.01% +28K +207.6% $18.57 -0.1%
1148 PMAR INNOVATOR ETFS TRUST 16,409.0 $784K 0.01% $47.77 +1.7%
1149 DIVO AMPLIFY ETF TR 17,128.0 $783K 0.01% +225.0 +1.3% $45.70 +6.3%
1150 EXC EXELON CORP Utilities 16,787.0 $783K 0.01% +4K +27.3% $46.62 -6.1%
1151 ROKU ROKU INC Communication Services 5,660.0 $782K 0.01% -431.0 -7.1% $138.13 +14.0%
1152 RACE FERRARI N V Consumer Cyclical 2,092.0 $779K 0.01% -105.0 -4.8% $372.43 +17.2%
1153 ARW ARROW ELECTRS INC Technology 3,644.0 $778K 0.01% +629.0 +20.9% $213.41 -1.2%
1154 HOMETRUST BANCSHARES INC 15,510.0 $774K 0.01% $49.89
1155 CUBI CUSTOMERS BANCORP INC Financial Services 9,729.0 $770K 0.01% -5K -31.9% $79.10 +0.9%
1156 CALL FORTINET INC 5,000.0 $768K 0.01% NEW $153.62
1157 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,958.0 $766K 0.01% +559.0 +40.0% $391.39 -4.0%
1158 EAT BRINKER INTL INC Consumer Cyclical 4,528.0 $761K 0.01% -600.0 -11.7% $168.00 +46.5%
1159 SSNC SS&C TECH HLDGS Technology 12,219.0 $758K 0.01% +9K +292.4% $62.05 +33.7%
1160 ULS UL SOLUTIONS INC Industrials 7,442.0 $758K 0.01% +2K +28.3% $101.86 -26.3%
Page 58 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%