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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 74 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 IYF ISHARES TR 3,536.0 $451K 0.00% +890.0 +33.6% $127.51 +6.8%
1462 NVT NVENT ELEC PLC Industrials 2,655.0 $450K 0.00% NEW $169.64 -10.4%
1463 ITM VANECK ETF TRUST 9,583.0 $450K 0.00% +639.0 +7.1% $46.99 -2.3%
1464 BOX BOX INC Technology 16,954.0 $450K 0.00% +7K +69.9% $26.54 +24.0%
1465 PWV INVESCO EXCHANGE TRADED FD T 5,937.0 $450K 0.00% -384.0 -6.1% $75.77 +8.5%
1466 PTRB PGIM ETF TR 10,829.0 $449K 0.00% NEW $41.46 -1.4%
1467 SAN BANCO SANTANDER SA Financial Services 32,510.0 $449K 0.00% +16K +102.7% $13.80 +5.7%
1468 LANDBRIDGE COMPANY LLC 5,661.0 $449K 0.00% NEW $79.24
1469 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 22,534.0 $448K 0.00% +9K +62.3% $19.89 +10.8%
1470 APG API GROUP CORP Industrials 10,558.0 $447K 0.00% +1K +15.4% $42.35 -2.8%
1471 UJUL INNOVATOR ETFS TRUST 10,964.0 $447K 0.00% -1K -9.8% $40.77 +1.4%
1472 EWY ISHARES INC 2,213.0 $447K 0.00% -391.0 -15.0% $201.87 -11.7%
1473 SMIG ETF SER SOLUTIONS 13,591.0 $446K 0.00% NEW $32.81 +0.4%
1474 INSM INSMED INC Healthcare 4,161.0 $444K 0.00% +231.0 +5.9% $106.63 +18.0%
1475 DTM DT MIDSTREAM INC Energy 3,002.0 $441K 0.00% NEW $146.76 -13.6%
1476 XLSR SSGA ACTIVE TR 6,790.0 $440K 0.00% NEW $64.86 +2.0%
1477 BEN FRANKLIN RESOURCES INC Financial Services 13,222.0 $440K 0.00% $33.27 +3.1%
1478 FOCT FIRST TR EXCHNG TRADED FD VI 8,395.0 $439K 0.00% NEW $52.29 +2.3%
1479 DIV GLOBAL X FDS 23,039.0 $439K 0.00% +9K +69.8% $19.05 +3.8%
1480 TAXX BONDBLOXX ETF TRUST 8,637.0 $438K 0.00% NEW $50.74 -0.4%
Page 74 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%