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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 6 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPTS SPDR SERIES TRUST 674,211.0 $19.6M 0.17% +88K +15.0% $29.01 -0.2%
102 UBER UBER TECHNOLOGIES INC Technology 270,930.0 $19.6M 0.17% +19K +7.7% $72.16 +3.5%
103 XLU SELECT SECTOR SPDR TR 424,299.0 $19.2M 0.16% +140K +49.3% $45.34 -2.9%
104 IUSV ISHARES TR 173,977.0 $19.2M 0.16% +18K +11.8% $110.15 +4.1%
105 CRM SALESFORCE INC Technology 146,754.0 $18.9M 0.16% +71K +95.0% $129.08 +51.9%
106 TFC TRUIST FINL CORP Financial Services 377,499.0 $18.8M 0.16% +109K +40.5% $49.82 +5.2%
107 AMGN AMGEN INC Healthcare 51,650.0 $18.7M 0.16% +13K +32.7% $362.12 +17.4%
108 C CITIGROUP INC Financial Services 131,946.0 $18.5M 0.16% +29K +27.6% $139.96 -1.7%
109 NFLX NETFLIX INC. Communication Services 258,154.0 $18.4M 0.16% +27K +11.9% $71.40 +8.9%
110 IEI ISHARES TR 156,603.0 $18.4M 0.16% +87K +124.3% $117.45 -0.7%
111 JCI JOHNSON CONTROLS INTERNATION Industrials 125,639.0 $18.4M 0.16% +3K +2.4% $146.11 +2.4%
112 JAAA JANUS DETROIT STR TR 362,985.0 $18.3M 0.16% +56K +18.1% $50.49 +0.2%
113 LOW LOWES COS INC Consumer Cyclical 80,707.0 $17.8M 0.15% +26K +48.0% $220.49 -2.2%
114 STIP ISHARES TR 167,928.0 $17.2M 0.15% +165K +5910.3% $102.16 -1.3%
115 XLI SELECT SECTOR SPDR TR 92,168.0 $17.1M 0.14% +30K +49.1% $185.23 -0.9%
116 ASML ASML HLDG NV Technology 8,581.0 $17.1M 0.14% +574.0 +7.2% $1989.53 -9.4%
117 XLY SELECT SECTOR SPDR TR 144,651.0 $17.0M 0.14% +39K +36.8% $117.28 -0.8%
118 VOOG VANGUARD ADMIRAL FDS INC 202,832.0 $16.8M 0.14% +197K +3194.9% $82.62 +1.6%
119 CME CME GROUP INC Financial Services 75,674.0 $16.7M 0.14% +7K +10.5% $220.83 +23.0%
120 DFAC DIMENSIONAL ETF TRUST 371,019.0 $16.5M 0.14% +328K +769.8% $44.36 +2.9%
Page 6 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%