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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 61 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 IBDU ISHARES TR 30,409.0 $704K 0.01% NEW $23.16 -0.5%
1202 EMLC VANECK ETF TRUST 27,535.0 $704K 0.01% +16K +145.8% $25.56 +1.1%
1203 MODL VICTORY PORTFOLIOS II 13,788.0 $703K 0.01% +6K +67.3% $50.97 +3.6%
1204 ON ON SEMICONDUCTOR CORP Technology 7,394.0 $699K 0.01% +2K +50.5% $94.53 -21.5%
1205 SYF SYNCHRONY FINANCIAL Financial Services 9,189.0 $699K 0.01% +591.0 +6.9% $76.05 +4.5%
1206 VOD VODAFONE GROUP PLC Communication Services 52,829.0 $699K 0.01% +43K +423.6% $13.22 +20.7%
1207 FBCG FIDELITY COVINGTON TRUST 11,245.0 $698K 0.01% NEW $62.11 -0.9%
1208 AVAV AEROVIRONMENT INC Industrials 4,229.0 $698K 0.01% NEW $165.06 -2.9%
1209 OKTA OKTA INC Technology 5,108.0 $697K 0.01% +3K +101.7% $136.46 -1.0%
1210 NOK NOKIA CORP Technology 52,398.0 $696K 0.01% +15K +41.7% $13.28 -23.2%
1211 TIP ISHARES TR 6,352.0 $695K 0.01% +436.0 +7.4% $109.44 -2.1%
1212 RIOT RIOT PLATFORMS INC Financial Services 25,365.0 $694K 0.01% +5K +25.2% $27.38 -27.6%
1213 XAR SPDR SERIES TRUST 2,446.0 $694K 0.01% +996.0 +68.7% $283.84 -3.9%
1214 CLS CELESTICA INC Technology 1,899.0 $693K 0.01% -5K -74.3% $364.74 -18.7%
1215 CENX CENTURY ALUM CO Basic Materials 15,030.0 $692K 0.01% -8K -34.5% $46.01 -4.5%
1216 JMTG J P MORGAN EXCHANGE TRADED F 13,563.0 $687K 0.01% NEW $50.68 -1.2%
1217 J JACOBS SOLUTIONS INC Industrials 5,455.0 $687K 0.01% +479.0 +9.6% $126.00 +19.1%
1218 TDY TELEDYNE TECHNOLOGIES INC Technology 1,028.0 $686K 0.01% +201.0 +24.3% $666.90 -4.6%
1219 JUNM FIRST TR EXCHNG TRADED FD VI 19,464.0 $683K 0.01% +6K +47.6% $35.09 +0.9%
1220 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 6,326.0 $682K 0.01% +1K +28.4% $107.78 +2.8%
Page 61 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%