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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 48 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 NNE NANO NUCLEAR ENERGY INC Industrials 15,213.0 $322K 0.00% +3K +22.3% $21.14 -13.7%
942 CORPAY INC 962.0 $321K 0.00% +36.0 +3.9% $333.26
943 CDL VICTORY PORTFOLIOS II 4,119.0 $320K 0.00% +117.0 +2.9% $77.58 +4.3%
944 BAR GRANITESHARES GOLD TR Financial Services 8,019.0 $317K 0.00% +2K +27.6% $39.53 +8.2%
945 HLI HOULIHAN LOKEY INC Financial Services 2,360.0 $317K 0.00% +433.0 +22.5% $134.16 -5.3%
946 JFR NUVEEN FLOATING RATE INCOME Financial Services 41,091.0 $315K 0.00% +2K +4.0% $7.67 -0.4%
947 SNN SMITH & NEPHEW PLC Healthcare 10,873.0 $313K 0.00% +4K +53.4% $28.81 +4.8%
948 EOSE EOS ENERGY ENTERPRISES INC Industrials 53,038.0 $312K 0.00% +23K +76.2% $5.88 -37.6%
949 BLACKROCK ETF TRUST 5,337.0 $308K 0.00% +1K +26.4% $57.66
950 PCAR PACCAR INC Industrials 2,548.0 $306K 0.00% +484.0 +23.4% $120.13 +6.6%
951 SCMB SCHWAB STRATEGIC TR 11,823.0 $305K 0.00% +889.0 +8.1% $25.82 -2.1%
952 TOPT ISHARES TR 9,229.0 $304K 0.00% +2K +20.7% $32.92 +1.9%
953 IMOM EA SERIES TRUST 6,999.0 $303K 0.00% +832.0 +13.5% $43.27 -4.4%
954 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 22,456.0 $302K 0.00% +457.0 +2.1% $13.44 -2.5%
955 QDEF FLEXSHARES TR 3,466.0 $302K 0.00% +23.0 +0.7% $87.02 +4.5%
956 PATH UIPATH INC Technology 27,523.0 $299K 0.00% +15K +112.2% $10.87 +43.3%
957 OBNK ORIGIN BANCORP INC Financial Services 5,843.0 $299K 0.00% +51.0 +0.9% $51.16 -97.9%
958 HLN HALEON PLC Healthcare 31,866.0 $297K 0.00% +10K +44.5% $9.33 +4.2%
959 LYG LLOYDS BANKING GROUP PLC Financial Services 50,977.0 $297K 0.00% +10K +25.6% $5.83 +3.9%
960 KVUE KENVUE INC Consumer Defensive 15,528.0 $297K 0.00% +2K +19.1% $19.11 -1.6%
Page 48 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%