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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 72 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 HAS HASBRO INC Consumer Cyclical 5,876.0 $485K 0.00% +615.0 +11.7% $82.59 +13.3%
1422 INNOVATOR ETFS TRUST 18,326.0 $484K 0.00% +3K +22.0% $26.42
1423 SUSB ISHARES TR 19,370.0 $484K 0.00% NEW $24.99 -0.6%
1424 LKQ LKQ CORP Consumer Cyclical 18,358.0 $483K 0.00% -2K -10.6% $26.33 -2.1%
1425 WCN WASTE CONNECTIONS INC Industrials 2,899.0 $483K 0.00% -520.0 -15.2% $166.69 +1.6%
1426 JTEK J P MORGAN EXCHANGE TRADED F 4,327.0 $483K 0.00% -322.0 -6.9% $111.55 -10.4%
1427 IYC ISHARES TR 4,771.0 $482K 0.00% -447.0 -8.6% $101.11 +1.6%
1428 UCON FIRST TR EXCHNG TRADED FD VI 19,370.0 $482K 0.00% -10K -35.0% $24.88 -1.3%
1429 BLUE OWL CAPITAL CORPORATION 44,247.0 $481K 0.00% -183K -80.5% $10.87
1430 IOO ISHARES TR 3,520.0 $481K 0.00% -2K -35.5% $136.59 +5.3%
1431 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 18,526.0 $481K 0.00% +10K +121.8% $25.95 +31.3%
1432 CGNX COGNEX CORP Technology 6,638.0 $481K 0.00% NEW $72.42 -16.4%
1433 NVO CALL NOVO-NORDISK A S Healthcare 10,000.0 $479K 0.00% NEW $47.94 -2.5%
1434 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 37,237.0 $477K 0.00% +10K +36.5% $12.80 -4.5%
1435 SCHP SCHWAB STRATEGIC TR 17,937.0 $475K 0.00% +309.0 +1.8% $26.50 -2.0%
1436 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 20,141.0 $475K 0.00% +6K +40.2% $23.58 +6.2%
1437 BHP BHP BILLITON LIMITED Basic Materials 5,701.0 $475K 0.00% NEW $83.30 +16.5%
1438 RVMD REVOLUTION MEDICINES INC Healthcare 2,534.0 $475K 0.00% NEW $187.29 +11.8%
1439 JIRE J P MORGAN EXCHANGE TRADED F 5,715.0 $471K 0.00% +172.0 +3.1% $82.48 +3.4%
1440 MARW AIM ETF PRODUCTS TRUST 13,042.0 $471K 0.00% NEW $36.11 +1.5%
Page 72 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%