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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 62 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 POR PORTLAND GEN ELEC CO Utilities 13,112.0 $680K 0.01% -8K -37.3% $51.83 -4.3%
1222 URBN URBAN OUTFITTERS INC Consumer Cyclical 9,584.0 $679K 0.01% -2K -16.2% $70.86 +4.8%
1223 VLU SPDR SERIES TRUST 2,844.0 $677K 0.01% +237.0 +9.1% $238.18 +4.1%
1224 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 10,570.0 $677K 0.01% -182.0 -1.7% $64.01 +16.9%
1225 FEDEX FGHT HLDG CO INC 4,469.0 $675K 0.01% NEW $150.98
1226 BSCW INVESCO EXCH TRD SLF IDX FD 32,839.0 $674K 0.01% +22K +209.3% $20.51 -1.1%
1227 AER AERCAP HOLDINGS NV Industrials 4,620.0 $673K 0.01% +577.0 +14.3% $145.75 +0.4%
1228 EVER EVERQUOTE INC Communication Services 28,299.0 $673K 0.01% +2K +9.0% $23.79 +6.1%
1229 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 8,163.0 $673K 0.01% -3K -25.9% $82.40 -4.2%
1230 WAB WABTEC Industrials 2,490.0 $671K 0.01% +815.0 +48.7% $269.57 +10.4%
1231 MCO MOODYS CORP Financial Services 1,481.0 $671K 0.01% -424.0 -22.3% $453.06 +11.1%
1232 DFUS DIMENSIONAL ETF TRUST 8,184.0 $671K 0.01% +4K +103.4% $81.94 +2.1%
1233 PAA PLAINS ALL AMERN PIPELINE L Energy 30,124.0 $671K 0.01% +693.0 +2.4% $22.26 +10.6%
1234 BSCU INVESCO EXCH TRD SLF IDX FD 40,263.0 $670K 0.01% +27K +210.3% $16.65 -0.5%
1235 CFG CITIZENS FINL GROUP INC Financial Services 9,547.0 $669K 0.01% -49.0 -0.5% $70.07 -0.3%
1236 ISPY PROSHARES TR 13,800.0 $665K 0.01% -2K -13.8% $48.19 +0.5%
1237 BSCV INVESCO EXCH TRD SLF IDX FD 40,503.0 $664K 0.01% +27K +208.1% $16.39 -0.7%
1238 CANADIAN PACIFIC KANSAS CITY 7,652.0 $663K 0.01% -3K -31.0% $86.64
1239 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,350.0 $662K 0.01% -920.0 -11.1% $90.01 +21.1%
1240 POCT INNOVATOR ETFS TRUST 14,243.0 $661K 0.01% +2K +19.2% $46.41 +1.9%
Page 62 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%