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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 60 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 WULF TERAWULF INC Financial Services 29,337.0 $725K 0.01% NEW $24.70 -36.7%
1182 PEGA PEGASYSTEMS INC Technology 24,141.0 $724K 0.01% +18K +294.1% $29.97 +12.0%
1183 FAUG FIRST TR EXCHNG TRADED FD VI 12,787.0 $723K 0.01% +7K +113.9% $56.51 +1.8%
1184 BSCQ INVESCO EXCH TRD SLF IDX FD 36,956.0 $722K 0.01% +23K +157.4% $19.52 +0.2%
1185 FHN FIRST HORIZON CORPORATION Financial Services 28,133.0 $721K 0.01% -12K -30.2% $25.64 -3.9%
1186 MD PEDIATRIX MEDICAL GROUP INC Healthcare 28,384.0 $719K 0.01% -4K -13.4% $25.33 +4.9%
1187 VTRS VIATRIS INC Healthcare 45,255.0 $719K 0.01% +12K +37.7% $15.88 +2.8%
1188 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 34,459.0 $717K 0.01% NEW $20.82 +4.2%
1189 KTF DWS MUN INCOME TR Financial Services 77,850.0 $716K 0.01% +45K +134.8% $9.20 -4.6%
1190 ASX ASE TECHNOLOGY HLDG CO LTD Technology 15,834.0 $714K 0.01% +5K +49.0% $45.12 -19.1%
1191 SFY TIDAL TRUST I 4,792.0 $713K 0.01% -3K -40.2% $148.87 +2.0%
1192 AUSF GLOBAL X FDS 14,560.0 $711K 0.01% -38K -72.5% $48.86 +6.5%
1193 RSPU INVESCO EXCHANGE TRADED FD T 8,750.0 $710K 0.01% +6K +201.0% $81.13 -6.3%
1194 ACAD ACADIA PHARMACEUTICALS INC Healthcare 28,041.0 $709K 0.01% -15K -35.5% $25.30 +16.6%
1195 LEU CENTRUS ENERGY CORP Energy 4,224.0 $709K 0.01% +427.0 +11.2% $167.87 +11.0%
1196 IAGG ISHARES TR 14,004.0 $709K 0.01% -39K -73.4% $50.60 -1.6%
1197 TRGP TARGA RES CORP Energy 2,639.0 $708K 0.01% +909.0 +52.5% $268.11 +11.6%
1198 RCAT RED CAT HLDGS INC Technology 66,384.0 $707K 0.01% +52K +376.4% $10.65 -9.7%
1199 KHC KRAFT HEINZ CO Consumer Defensive 29,913.0 $707K 0.01% +5K +20.3% $23.62 +8.3%
1200 CHPX GLOBAL X FDS 6,641.0 $706K 0.01% NEW $106.31 -13.1%
Page 60 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%