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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 97 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 NNN NNN REIT INC Real Estate 4,486.0 $209K 0.00% NEW $46.53 -0.6%
1922 LIT GLOBAL X FDS 2,664.0 $209K 0.00% NEW $78.27 -4.7%
1923 PETROLEO BRASILEIRO S A 14,217.0 $208K 0.00% +721.0 +5.3% $14.64
1924 LIBERTY MEDIA CORP DEL 2,182.0 $208K 0.00% NEW $95.14
1925 EPR EPR PPTYS Real Estate 3,577.0 $208K 0.00% -12K -77.2% $58.02 +4.5%
1926 USMF WISDOMTREE TR 3,819.0 $207K 0.00% -31K -89.0% $54.24 -1.5%
1927 QOWZ INVESCO EXCH TRADED FD TR II 6,068.0 $206K 0.00% -2K -20.9% $33.99 +9.7%
1928 UMAR INNOVATOR ETFS TRUST 4,867.0 $206K 0.00% NEW $42.25 +1.7%
1929 KB KB FINL GROUP INC Financial Services 1,957.0 $205K 0.00% NEW $104.95 +10.6%
1930 SWKS SKYWORKS SOLUTIONS INC Technology 3,025.0 $205K 0.00% NEW $67.80 +1.0%
1931 OKTA CALL OKTA INC Technology 1,500.0 $205K 0.00% NEW $136.45 +3.5%
1932 GL GLOBE LIFE INC Financial Services 1,144.0 $204K 0.00% NEW $178.70 -4.1%
1933 GNR SPDR INDEX SHS FDS 3,033.0 $204K 0.00% NEW $67.31 +14.5%
1934 BUFQ FIRST TR EXCHNG TRADED FD VI 5,197.0 $204K 0.00% NEW $39.27 +0.6%
1935 VNQI VANGUARD INTL EQUITY INDEX F 4,546.0 $204K 0.00% NEW $44.85 +1.4%
1936 SII SPROTT INC Financial Services 1,814.0 $204K 0.00% -4K -67.1% $112.36 +7.6%
1937 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 2,496.0 $203K 0.00% NEW $81.51 +9.7%
1938 MLN VANECK ETF TRUST 11,434.0 $203K 0.00% -5K -28.3% $17.78 -2.1%
1939 ASPN ASPEN AEROGELS INC Industrials 32,050.0 $203K 0.00% +2K +6.8% $6.34 -14.0%
1940 SLGN SILGAN HLDGS INC Consumer Cyclical 4,370.0 $203K 0.00% NEW $46.39 -11.2%
Page 97 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%