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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 82 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 EMHY ISHARES INC 8,400.0 $342K 0.00% $40.67 -1.0%
1622 CGSD CAPITAL GRP FIXED INCM ETF T 13,253.0 $341K 0.00% NEW $25.73 -0.0%
1623 CRMD CORMEDIX INC Healthcare 43,400.0 $341K 0.00% +7K +19.4% $7.85 +4.5%
1624 AAL AMERICAN AIRLINES GROUP INC Industrials 18,854.0 $341K 0.00% +2K +14.0% $18.07 -23.5%
1625 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,762.0 $340K 0.00% +379.0 +27.4% $193.19 +5.8%
1626 FNDX SCHWAB STRATEGIC TR 10,936.0 $340K 0.00% +3K +38.8% $31.10 +4.6%
1627 PEO ADAM NAT RES FD INC Financial Services 13,755.0 $340K 0.00% -15K -53.0% $24.72 +15.9%
1628 INNOVATOR ETFS TRUST 12,090.0 $338K 0.00% NEW $27.99
1629 CBOE CBOE GLOBAL MKTS INC Financial Services 1,392.0 $338K 0.00% +92.0 +7.1% $242.71 +23.9%
1630 SPBO SPDR SERIES TRUST 11,609.0 $337K 0.00% NEW $29.04 -2.2%
1631 ICLN ISHARES TR 16,355.0 $335K 0.00% NEW $20.49 -14.2%
1632 BCV BANCROFT FD LTD Financial Services 12,875.0 $335K 0.00% NEW $25.99 -4.5%
1633 HEICO CORP NEW 1,293.0 $333K 0.00% +20.0 +1.6% $257.80
1634 MXL CALL MAXLINEAR INC Technology 2,600.0 $333K 0.00% NEW $128.03 -48.0%
1635 SIRI SIRIUSXM HOLDINGS INC Communication Services 11,243.0 $332K 0.00% NEW $29.54 -2.9%
1636 PDP INVESCO EXCHANGE TRADED FD T 2,187.0 $332K 0.00% NEW $151.73 -9.8%
1637 MCS MARCUS CORP DEL Communication Services 14,135.0 $332K 0.00% +79.0 +0.6% $23.46 +26.0%
1638 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 24,403.0 $331K 0.00% +2K +11.4% $13.56 -4.4%
1639 LVHD LEGG MASON ETF INVT 7,492.0 $330K 0.00% -374.0 -4.8% $44.00 +0.9%
1640 UMH UMH PPTYS INC Real Estate 21,738.0 $329K 0.00% -206.0 -0.9% $15.14 +9.1%
Page 82 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%