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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 96 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 KWR QUAKER HOUGHTON Basic Materials 1,365.0 $217K 0.00% NEW $158.87 +5.1%
1902 SOXQ INVESCO EXCH TRADED FD TR II 1,932.0 $217K 0.00% NEW $112.10 -17.6%
1903 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,313.0 $216K 0.00% NEW $164.27 +3.0%
1904 RQI COHEN & STEERS QUALITY INCOM Financial Services 17,474.0 $215K 0.00% +3K +20.1% $12.31 +0.8%
1905 SMB VANECK ETF TRUST 12,385.0 $215K 0.00% +1K +12.7% $17.35 -0.7%
1906 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 6,988.0 $215K 0.00% NEW $30.71 +20.0%
1907 ACGL ARCH CAP GROUP LTD Financial Services 2,201.0 $214K 0.00% -909.0 -29.2% $97.09 +1.5%
1908 UY SCUTI ACQUISITION CORP. 20,000.0 $213K 0.00% $10.66
1909 NI NISOURCE INC Utilities 4,478.0 $213K 0.00% NEW $47.54 -12.4%
1910 TXG 10X GENOMICS INC Healthcare 5,551.0 $213K 0.00% NEW $38.34 +62.2%
1911 IVT INVENTRUST PPTYS CORP Real Estate 6,006.0 $213K 0.00% -3K -36.3% $35.40 -5.9%
1912 PLTM GRANITESHARES PLATINUM TR Financial Services 14,216.0 $212K 0.00% -2K -11.0% $14.94 +16.9%
1913 ATEN A10 NETWORKS INC Technology 5,659.0 $211K 0.00% NEW $37.36 -31.1%
1914 EMD WESTERN ASSET EMERGING MKTS Financial Services 19,675.0 $211K 0.00% -562.0 -2.8% $10.74 -0.9%
1915 EWBC EAST WEST BANCORP INC Financial Services 1,632.0 $211K 0.00% NEW $129.10 +1.0%
1916 ITRI ITRON INC Technology 2,434.0 $211K 0.00% NEW $86.53 +14.2%
1917 INNOVATOR ETFS TRUST 8,094.0 $210K 0.00% NEW $25.99
1918 HACK AMPLIFY ETF TR 1,996.0 $209K 0.00% NEW $104.93 +7.0%
1919 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1,894.0 $209K 0.00% NEW $110.25 -0.9%
1920 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,093.0 $209K 0.00% $51.00 -3.6%
Page 96 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%