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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 90 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 FEX FIRST TR EXCHANGE-TRADED ALP 1,868.0 $261K 0.00% -779.0 -29.4% $139.87 -0.5%
1782 SYM SYMBOTIC INC Industrials 5,811.0 $261K 0.00% +277.0 +5.0% $44.95 -7.8%
1783 RGA REINSURANCE GROUP AMER INC Financial Services 1,227.0 $261K 0.00% NEW $212.71 +14.0%
1784 NHI NATIONAL HEALTH INVS INC Real Estate 3,421.0 $261K 0.00% NEW $76.26 -3.1%
1785 VLO CALL VALERO ENERGY CORP Energy 1,000.0 $260K 0.00% NEW $260.44 +31.1%
1786 GOLY STRATEGY SHS 10,350.0 $260K 0.00% NEW $25.15 +10.0%
1787 PIPR PIPER SANDLER COMPANIES Financial Services 3,594.0 $260K 0.00% NEW $72.35 +0.7%
1788 NTNX NUTANIX INC Technology 5,062.0 $258K 0.00% -2K -25.1% $50.96 +30.2%
1789 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 9,587.0 $257K 0.00% NEW $26.85 -5.0%
1790 FS SPECIALTY LENDING FD 23,034.0 $257K 0.00% NEW $11.15
1791 SCHL SCHOLASTIC CORP Communication Services 5,583.0 $257K 0.00% NEW $46.00 -13.1%
1792 FXR FIRST TR EXCHANGE-TRADED FD 2,816.0 $257K 0.00% NEW $91.12 -2.4%
1793 SEIQ SEI EXCHANGE TRADED FUNDS 6,493.0 $256K 0.00% +529.0 +8.9% $39.41 +5.8%
1794 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,416.0 $255K 0.00% NEW $74.72 +1.3%
1795 PWZ INVESCO EXCH TRADED FD TR II 10,400.0 $255K 0.00% $24.51 -2.2%
1796 ESAB ESAB CORPORATION Industrials 2,584.0 $255K 0.00% +156.0 +6.4% $98.63 -20.3%
1797 XES SPDR SERIES TRUST 2,270.0 $254K 0.00% NEW $112.08 +8.4%
1798 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 9,980.0 $254K 0.00% -163.0 -1.6% $25.49 -0.1%
1799 CPT CAMDEN PPTY TR Real Estate 2,221.0 $254K 0.00% +64.0 +3.0% $114.48 -5.7%
1800 SCHZ SCHWAB STRATEGIC TR 10,981.0 $254K 0.00% +2K +19.7% $23.13 -1.4%
Page 90 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%