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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 12 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GRID FIRST TR EXCHANGE-TRADED FD 44,692.0 $8.6M 0.07% +11K +31.6% $191.75 -4.3%
222 FTCB FIRST TR EXCHANGE-TRADED FD 409,143.0 $8.5M 0.07% +63K +18.2% $20.86 -1.0%
223 MUST COLUMBIA ETF TR I 410,031.0 $8.5M 0.07% +395K +2603.8% $20.80 -2.4%
224 DDOG DATADOG INC Technology 32,533.0 $8.5M 0.07% +30K +1013.4% $260.36 -6.8%
225 KKR KKR & CO INC Financial Services 89,759.0 $8.2M 0.07% +70K +355.0% $91.78 +19.8%
226 BBY BEST BUY INC Consumer Cyclical 132,210.0 $8.2M 0.07% +62K +88.1% $62.29 +43.6%
227 DRI DARDEN RESTAURANTS INC Consumer Cyclical 39,883.0 $8.2M 0.07% +26K +193.3% $206.01 +9.5%
228 AFL AFLAC INC Financial Services 69,734.0 $8.2M 0.07% +2K +3.1% $117.25 +2.4%
229 EMXC ISHARES INC 79,031.0 $8.1M 0.07% +3K +4.5% $102.30 -5.6%
230 JMEE J P MORGAN EXCHANGE TRADED F 103,466.0 $8.1M 0.07% +56K +118.1% $78.03 +1.1%
231 LEN LENNAR CORP Consumer Cyclical 89,178.0 $8.1M 0.07% +52K +138.6% $90.49 -2.2%
232 KEYS KEYSIGHT TECHNOLOGIES INC Technology 23,045.0 $8.1M 0.07% +11K +88.1% $350.08 -5.3%
233 NSC NORFOLK SOUTHN CORP Industrials 25,468.0 $8.0M 0.07% +11K +80.7% $314.60 +11.8%
234 IBB ISHARES TR 41,899.0 $8.0M 0.07% +6K +17.4% $190.19 +11.8%
235 ICSH ISHARES TR 155,150.0 $7.8M 0.07% +25K +19.6% $50.58 -0.1%
236 AIRR FIRST TR EXCHANGE TRADED FD 58,793.0 $7.8M 0.07% +23K +64.4% $133.25 -10.3%
237 ES EVERSOURCE ENERGY Utilities 108,262.0 $7.8M 0.07% +89K +472.1% $72.27 +0.5%
238 LIN LINDE PLC Basic Materials 14,979.0 $7.8M 0.07% +4K +33.8% $518.93 -7.4%
239 APOS APOLLO GLOBAL MGMT INC Financial Services 65,700.0 $7.8M 0.07% +37K +128.2% $118.31 -78.5%
240 FTSM FIRST TR EXCHANGE-TRADED FD 129,629.0 $7.7M 0.07% +73K +129.2% $59.74 +0.2%
Page 12 of 52  ·  1,023 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%