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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 79 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 APRW AIM ETF PRODUCTS TRUST 10,131.0 $376K 0.00% -135.0 -1.3% $37.14 +1.3%
1562 SKY CHAMPION HOMES INC Consumer Cyclical 4,267.0 $376K 0.00% +396.0 +10.2% $88.12 +2.4%
1563 SCCO SOUTHERN COPPER CORP Basic Materials 2,154.0 $375K 0.00% +627.0 +41.1% $174.26 +24.0%
1564 PANW CALL PALO ALTO NETWORKS INC Technology 1,100.0 $375K 0.00% +1K +1000.0% $341.02 +4.9%
1565 IAT ISHARES TR 6,028.0 $375K 0.00% NEW $62.21 +0.3%
1566 EWI ISHARES INC 6,326.0 $375K 0.00% NEW $59.24 +6.2%
1567 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,645.0 $374K 0.00% +2K +26.2% $38.73 +59.7%
1568 RSPT INVESCO EXCHANGE TRADED FD T 5,775.0 $373K 0.00% -33K -85.2% $64.50 -0.7%
1569 EIM EATON VANCE MUN BD FD Financial Services 37,363.0 $372K 0.00% +12K +49.6% $9.96 -3.8%
1570 BTT BLACKROCK MUN TARGET TERM TR Financial Services 16,300.0 $371K 0.00% -800.0 -4.7% $22.75 -0.8%
1571 SPGP INVESCO EXCHANGE TRADED FD T 3,013.0 $368K 0.00% +342.0 +12.8% $122.28 +4.2%
1572 FFIV F5 INC Technology 883.0 $367K 0.00% NEW $415.96 -7.5%
1573 TOL TOLL BROTHERS INC Consumer Cyclical 2,227.0 $367K 0.00% NEW $164.71 -10.7%
1574 DXCM DEXCOM INC Healthcare 5,432.0 $366K 0.00% -528.0 -8.9% $67.35 +37.1%
1575 ARKW ARK ETF TR 2,516.0 $364K 0.00% +201.0 +8.7% $144.84 +7.4%
1576 RNST RENASANT CORP Financial Services 8,561.0 $364K 0.00% -97.0 -1.1% $42.54 -2.4%
1577 INNOVATOR ETFS TRUST 13,214.0 $363K 0.00% +1K +11.0% $27.46
1578 GLOBUS MED INC 4,588.0 $362K 0.00% +2K +68.2% $79.01
1579 CGCV CAPITAL GROUP CONSERVATIVE E 11,021.0 $362K 0.00% NEW $32.82 +1.6%
1580 PKE PARK AEROSPACE CORP Industrials 9,450.0 $361K 0.00% NEW $38.16 -11.2%
Page 79 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%