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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 89 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 GPCR STRUCTURE THERAPEUTICS INC Healthcare 5,000.0 $268K 0.00% $53.67 -5.9%
1762 VIST VISTA ENERGY S.A.B. DE C.V. Energy 4,188.0 $267K 0.00% NEW $63.80 +10.5%
1763 IMTB ISHARES TR 6,125.0 $267K 0.00% -386.0 -5.9% $43.61 -1.4%
1764 R RYDER SYS INC Industrials 1,012.0 $267K 0.00% NEW $263.81 -6.1%
1765 USFD US FOODS HLDG CORP Consumer Defensive 2,607.0 $267K 0.00% NEW $102.24 +6.1%
1766 OMFS INVESCO EXCH TRD SLF IDX FD 4,982.0 $266K 0.00% -289.0 -5.5% $53.34 -1.1%
1767 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 28,032.0 $266K 0.00% $9.48 -6.5%
1768 MLI MUELLER INDS INC Industrials 2,158.0 $265K 0.00% NEW $122.93 -49.6%
1769 ZACKS TRUST 8,343.0 $265K 0.00% NEW $31.78
1770 JBHT HUNT J B TRANS SVCS INC Industrials 916.0 $265K 0.00% NEW $289.43 -5.2%
1771 ANNALY CAPITAL MANAGEMENT IN 11,804.0 $264K 0.00% NEW $22.36
1772 CPNJ CALAMOS ETF TR 9,552.0 $264K 0.00% -7K -43.2% $27.63 -0.0%
1773 POST POST HLDGS INC Consumer Defensive 2,987.0 $264K 0.00% +612.0 +25.8% $88.26 -11.0%
1774 NOG NORTHERN OIL & GAS INC Energy 14,504.0 $263K 0.00% -7K -31.8% $18.15 +48.3%
1775 DURA VANECK ETF TRUST 7,084.0 $263K 0.00% $37.15 +7.9%
1776 GH GUARDANT HEALTH INC Healthcare 1,752.0 $263K 0.00% NEW $150.03 +11.9%
1777 RVLV REVOLVE GROUP INC Consumer Cyclical 11,468.0 $263K 0.00% $22.89 +5.5%
1778 SMH CALL VANECK ETF TRUST 400.0 $262K 0.00% NEW $655.89 -14.2%
1779 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 9,279.0 $262K 0.00% NEW $28.24 -7.6%
1780 BBUS J P MORGAN EXCHANGE TRADED F 1,943.0 $262K 0.00% -51.0 -2.6% $134.74 +2.1%
Page 89 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%