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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 85 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 CCJ CAMECO CORP Energy 2,992.0 $305K 0.00% -9K -74.2% $101.87 -2.1%
1682 TOPT ISHARES TR 9,229.0 $304K 0.00% +2K +20.7% $32.92 +1.3%
1683 INDA ISHARES TR 6,150.0 $304K 0.00% -485.0 -7.3% $49.39 +0.6%
1684 IMOM EA SERIES TRUST 6,999.0 $303K 0.00% +832.0 +13.5% $43.27 -4.4%
1685 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 22,456.0 $302K 0.00% +457.0 +2.1% $13.44 -3.2%
1686 QDEF FLEXSHARES TR 3,466.0 $302K 0.00% +23.0 +0.7% $87.02 +4.8%
1687 MYFW FIRST WESTN FINL INC Financial Services 9,373.0 $301K 0.00% NEW $32.11 -2.9%
1688 IWM PUT ISHARES TR 1,000.0 $300K 0.00% NEW $300.45 -0.6%
1689 ISTR INVESTAR HOLDING CORP Financial Services 10,000.0 $300K 0.00% NEW $29.96 +0.2%
1690 PATH UIPATH INC Technology 27,523.0 $299K 0.00% +15K +112.2% $10.87 +49.4%
1691 OBNK ORIGIN BANCORP INC Financial Services 5,843.0 $299K 0.00% +51.0 +0.9% $51.16 -97.9%
1692 DOX AMDOCS LTD Technology 5,911.0 $299K 0.00% -938.0 -13.7% $50.54 +21.8%
1693 HLN HALEON PLC Healthcare 31,866.0 $297K 0.00% +10K +44.5% $9.33 +6.9%
1694 LYG LLOYDS BANKING GROUP PLC Financial Services 50,977.0 $297K 0.00% +10K +25.6% $5.83 +3.3%
1695 KVUE KENVUE INC Consumer Defensive 15,528.0 $297K 0.00% +2K +19.1% $19.11 +0.2%
1696 SPEU SPDR INDEX SHS FDS 5,399.0 $296K 0.00% NEW $54.88 +4.4%
1697 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,262.0 $296K 0.00% NEW $90.76 +0.0%
1698 RBC RBC BEARINGS INC Industrials 459.0 $296K 0.00% NEW $644.06 -22.4%
1699 INVESCO QUALITY MUN INCOME T 29,200.0 $296K 0.00% +13K +84.6% $10.12
1700 MAA MID-AMER APT CMNTYS INC Real Estate 2,117.0 $294K 0.00% +221.0 +11.7% $138.95 -4.6%
Page 85 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 33.8%
Financial Services 19.1%
Industrials 10.1%
Consumer Cyclical 8.3%
Healthcare 8.0%
Communication Services 7.7%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%