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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 68 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,456.0 $557K 0.01% +341.0 +16.1% $226.75 -19.2%
1342 HCI HCI GROUP INC Financial Services 3,173.0 $556K 0.01% -1K -26.9% $175.26 +4.1%
1343 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 11,628.0 $556K 0.01% +3K +30.2% $47.81 -8.5%
1344 GSIE GOLDMAN SACHS ETF TR 12,151.0 $555K 0.01% -3K -21.7% $45.70 +5.4%
1345 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,034.0 $555K 0.01% NEW $536.95 -3.8%
1346 ITB ISHARES TR 5,289.0 $553K 0.01% -2K -30.5% $104.49 -6.7%
1347 MTG MGIC INVT CORP WIS Financial Services 19,574.0 $552K 0.01% +2K +11.2% $28.20 +9.6%
1348 EWC ISHARES INC 9,576.0 $552K 0.01% +5K +116.1% $57.64 +8.2%
1349 RYLD GLOBAL X FDS 34,513.0 $552K 0.01% -1K -4.0% $15.99 +2.8%
1350 PKW INVESCO EXCHANGE TRADED FD T 3,891.0 $551K 0.01% +837.0 +27.4% $141.67 +6.6%
1351 EQT EQT CORP Energy 10,334.0 $549K 0.01% +4K +72.0% $53.17 +1.0%
1352 MDYG SPDR SERIES TRUST 4,897.0 $549K 0.01% +1K +25.8% $112.10 -1.7%
1353 BNOV INNOVATOR ETFS TRUST 11,453.0 $548K 0.01% -4K -25.9% $47.81 +2.4%
1354 DFIS DIMENSIONAL ETF TRUST 15,604.0 $547K 0.01% NEW $35.03 +7.2%
1355 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 112,930.0 $547K 0.01% NEW $4.84 +17.4%
1356 BC BRUNSWICK CORP Consumer Cyclical 6,473.0 $545K 0.01% +841.0 +14.9% $84.25 -4.1%
1357 SEIM SEI EXCHANGE TRADED FUNDS 9,701.0 $545K 0.01% -741.0 -7.1% $56.15 -3.6%
1358 BWX SPDR SERIES TRUST 25,100.0 $544K 0.01% +2K +9.6% $21.68 +1.3%
1359 USAR USA RARE EARTH INC Basic Materials 25,189.0 $544K 0.01% NEW $21.58 -10.8%
1360 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 6,232.0 $544K 0.01% +2K +57.9% $87.22 +10.6%
Page 68 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%