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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 91 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 COLB COLUMBIA BKG SYS INC Financial Services 7,921.0 $254K 0.00% NEW $32.05 -3.6%
1802 HUT 8 CORP 2,193.0 $253K 0.00% -3K -57.1% $115.44
1803 CRAI CRA INTL INC Industrials 1,764.0 $251K 0.00% -418.0 -19.2% $142.28 +23.4%
1804 HOMZ ETF SER SOLUTIONS 5,236.0 $250K 0.00% -7K -58.7% $47.78 -2.6%
1805 CGXU CAPITAL GROUP INTL FOCUS EQT 7,213.0 $250K 0.00% NEW $34.62 +0.4%
1806 ALV AUTOLIV INC Consumer Cyclical 2,148.0 $250K 0.00% -392.0 -15.4% $116.17 +4.5%
1807 MATX MATSON INC Industrials 1,298.0 $249K 0.00% NEW $192.18 +14.3%
1808 FLQL FRANKLIN TEMPLETON ETF TR 3,185.0 $249K 0.00% $78.28 +0.4%
1809 INNOVATOR ETFS TRUST 7,578.0 $249K 0.00% NEW $32.86
1810 TSN TYSON FOODS INC Consumer Defensive 4,345.0 $249K 0.00% +346.0 +8.7% $57.25 +2.5%
1811 E ENI SPA Energy 5,306.0 $249K 0.00% NEW $46.86 +22.4%
1812 ANGO ANGIODYNAMICS INC Healthcare 19,024.0 $248K 0.00% -3K -12.2% $13.01 +23.6%
1813 IMMX IMMIX BIOPHARMA INC Healthcare 24,000.0 $247K 0.00% -3K -12.5% $10.31 +27.2%
1814 CROX CROCS INC Consumer Cyclical 2,051.0 $247K 0.00% NEW $120.64 +2.5%
1815 FOXA FOX CORP Communication Services 4,730.0 $247K 0.00% -146.0 -3.0% $52.17 +30.8%
1816 XPND FIRST TR EXCHNG TRADED FD VI 5,854.0 $245K 0.00% NEW $41.84 -6.4%
1817 HLNE HAMILTON LANE INC Financial Services 3,104.0 $245K 0.00% +1K +77.0% $78.83 +32.5%
1818 SOLV SOLVENTUM CORP Healthcare 3,170.0 $245K 0.00% +510.0 +19.2% $77.15 +15.1%
1819 VLYPN VALLEY NATL BANCORP Financial Services 16,678.0 $244K 0.00% -85.0 -0.5% $14.65 +75.2%
1820 ECG EVERUS CONSTR GROUP Industrials 1,471.0 $244K 0.00% NEW $165.95 -23.4%
Page 91 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%