BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 67 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 PJT PJT PARTNERS INC Financial Services 3,812.0 $575K 0.01% +2K +89.6% $150.93 +15.9%
1322 ARRY ARRAY TECHNOLOGIES INC Energy 77,569.0 $575K 0.01% -28K -26.3% $7.41 -36.7%
1323 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,640.0 $575K 0.01% +1K +33.6% $101.87 +10.5%
1324 PATHWARD FINANCIAL INC 6,588.0 $574K 0.01% -3K -27.9% $87.05
1325 SEI SOLARIS ENERGY INFRAS INC Energy 7,114.0 $572K 0.01% +900.0 +14.5% $80.46 -33.8%
1326 KAI KADANT INC Industrials 1,814.0 $570K 0.01% +114.0 +6.7% $314.18 -0.2%
1327 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 5,693.0 $570K 0.01% +993.0 +21.1% $100.06 +7.9%
1328 IYY ISHARES TR 3,120.0 $569K 0.01% -94.0 -2.9% $182.28 +2.4%
1329 LNT ALLIANT ENERGY CORP Utilities 7,452.0 $569K 0.01% NEW $76.29 -11.0%
1330 SOUN SOUNDHOUND AI INC Technology 87,766.0 $568K 0.01% +63K +248.8% $6.47 +13.1%
1331 DT DYNATRACE INC Technology 12,916.0 $567K 0.01% -4K -24.9% $43.91 +12.3%
1332 RYTHM INC 22,100.0 $563K 0.01% NEW $25.48
1333 XYL XYLEM INC Industrials 4,758.0 $563K 0.01% +3K +123.4% $118.23 -4.1%
1334 UMBF UMB FINL CORP Financial Services 3,928.0 $561K 0.01% -2K -38.9% $142.76 +1.7%
1335 SMMV ISHARES TR 12,157.0 $560K 0.01% +2K +17.0% $46.04 +3.6%
1336 GLPI GAMING & LEISURE P Real Estate 12,562.0 $559K 0.01% +766.0 +6.5% $44.53 -2.2%
1337 DBEU DBX ETF TR 10,342.0 $558K 0.01% -107.0 -1.0% $53.96 +1.9%
1338 SIL GLOBAL X FDS 7,203.0 $558K 0.01% NEW $77.46 +28.5%
1339 GHM GRAHAM CORP Industrials 4,504.0 $558K 0.01% NEW $123.79 -18.0%
1340 DXJ WISDOMTREE TR 3,212.0 $557K 0.01% +2K +89.8% $173.51 +2.3%
Page 67 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%