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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 70 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 KAPR INNOVATOR ETFS TRUST 13,054.0 $520K 0.00% -13K -50.0% $39.80 +1.4%
1382 TKO TKO GROUP HOLDINGS INC Communication Services 2,576.0 $519K 0.00% +1K +79.3% $201.31 -4.1%
1383 GPIQ GOLDMAN SACHS ETF TR 8,726.0 $518K 0.00% +4K +76.5% $59.31 -4.5%
1384 IAI ISHARES TR 2,922.0 $512K 0.00% NEW $175.36 +10.9%
1385 RBLX ROBLOX CORP Technology 9,419.0 $512K 0.00% -1K -11.5% $54.38 -29.4%
1386 SEIC SEI INVTS CO Financial Services 5,825.0 $511K 0.00% -2K -28.9% $87.70 +24.9%
1387 INNOVATOR ETFS TRUST 18,519.0 $510K 0.00% NEW $27.53
1388 CNC CENTENE CORP DEL Healthcare 7,937.0 $509K 0.00% NEW $64.19 +1.3%
1389 EIPI FIRST TR EXCHNG TRADED FD VI 23,255.0 $508K 0.00% +6K +36.7% $21.84 +3.1%
1390 BONDBLOXX ETF TRUST 10,171.0 $507K 0.00% NEW $49.88
1391 FDS FACTSET RESH SYS INC Financial Services 2,198.0 $506K 0.00% -3K -61.3% $230.08 +30.3%
1392 A AGILENT TECHNOLOGIES INC Healthcare 3,805.0 $505K 0.00% +333.0 +9.6% $132.84 +19.6%
1393 PBP INVESCO EXCHANGE TRADED FD T 22,059.0 $505K 0.00% NEW $22.90 +2.1%
1394 BGY BLACKROCK ENHANCED INTL DIV Financial Services 87,906.0 $505K 0.00% NEW $5.74 +1.9%
1395 BOKF BOK FINL CORP Financial Services 3,626.0 $504K 0.00% +373.0 +11.5% $138.86 +1.2%
1396 DB DEUTSCHE BK AG Financial Services 14,883.0 $502K 0.00% +2K +16.7% $33.76 +12.0%
1397 L LOEWS CORP Financial Services 4,436.0 $502K 0.00% -194.0 -4.2% $113.21 -3.0%
1398 IBHH ISHARES TR 21,350.0 $502K 0.00% NEW $23.50 -0.3%
1399 USRT ISHARES TR 7,516.0 $499K 0.00% +2K +34.0% $66.45 +1.0%
1400 RMBS RAMBUS INC DEL Technology 3,760.0 $499K 0.00% +406.0 +12.1% $132.72 -31.3%
Page 70 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%