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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 71 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 RL RALPH LAUREN CORP Consumer Cyclical 1,237.0 $497K 0.00% +264.0 +27.1% $401.44 -7.2%
1402 NOW CALL SERVICENOW INC Technology 5,000.0 $496K 0.00% NEW $99.28 +29.4%
1403 JSMD JANUS DETROIT STR TR 4,902.0 $496K 0.00% NEW $101.24 -6.1%
1404 SCYB SCHWAB STRATEGIC TR 18,918.0 $495K 0.00% +11K +134.2% $26.18 -0.6%
1405 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,402.0 $494K 0.00% +199.0 +4.7% $112.33 +40.5%
1406 HD CALL HOME DEPOT INC Consumer Cyclical 1,400.0 $494K 0.00% -1K -50.0% $352.68 -4.8%
1407 SNX TD SYNNEX CORPORATION Technology 1,844.0 $493K 0.00% NEW $267.41 -6.5%
1408 UTES ETFIS SER TR I 6,023.0 $492K 0.00% NEW $81.74 -9.4%
1409 HUM HUMANA INC Healthcare 1,239.0 $492K 0.00% +36.0 +3.0% $397.23 -4.6%
1410 MFG MIZUHO FINANCIAL GROUP INC Financial Services 51,373.0 $492K 0.00% +38K +281.5% $9.58 +7.3%
1411 SGOL ETFS GOLD TR Financial Services 12,872.0 $492K 0.00% +920.0 +7.7% $38.23 +15.0%
1412 JMOM J P MORGAN EXCHANGE TRADED F 5,744.0 $491K 0.00% NEW $85.46 -2.9%
1413 BIIB BIOGEN INC Healthcare 2,272.0 $491K 0.00% -2K -48.1% $216.05 +0.3%
1414 NET CALL CLOUDFLARE INC Technology 2,000.0 $491K 0.00% NEW $245.28 +19.5%
1415 HFSI HARTFORD FDS EXCHANGE TRADED 13,906.0 $489K 0.00% NEW $35.16 -0.7%
1416 PTMC PACER FDS TR 11,677.0 $488K 0.00% -1K -10.6% $41.83 -0.6%
1417 FBT FIRST TR EXCHANGE-TRADED FD 1,965.0 $487K 0.00% -273.0 -12.2% $247.90 +9.3%
1418 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 47,254.0 $487K 0.00% -2K -3.9% $10.30 -1.6%
1419 PRME PRIME MEDICINE INC Healthcare 131,722.0 $486K 0.00% NEW $3.69 -8.1%
1420 JBND J P MORGAN EXCHANGE TRADED F 9,079.0 $486K 0.00% NEW $53.50 -1.6%
Page 71 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%