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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 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MKSI MKS INC. Technology 939.0 $417K 0.00% NEW $444.60 -32.5%
222 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 34,816.0 $414K 0.00% NEW $11.90 -3.2%
223 IEX IDEX CORP Industrials 1,817.0 $412K 0.00% NEW $226.92 +3.2%
224 FPS FORGENT POWER SOLUTIONS INC Industrials 7,352.0 $411K 0.00% NEW $55.86 -35.2%
225 FIRST TR EXCHNG TRADED FD VI 13,350.0 $407K 0.00% NEW $30.48
226 AMZN CALL AMAZON COM INC Consumer Cyclical 1,700.0 $405K 0.00% NEW $238.34 +8.9%
227 GOP TIDAL TRUST I 8,942.0 $401K 0.00% NEW $44.86 +0.1%
228 ARMK ARAMARK Industrials 6,806.0 $387K 0.00% NEW $56.90 +6.3%
229 SPIB SPDR SERIES TRUST 11,335.0 $379K 0.00% NEW $33.46 -1.0%
230 IAT ISHARES TR 6,028.0 $375K 0.00% NEW $62.21 +4.1%
231 EWI ISHARES INC 6,326.0 $375K 0.00% NEW $59.24 +5.9%
232 FFIV F5 INC Technology 883.0 $367K 0.00% NEW $415.96 -5.4%
233 TOL TOLL BROTHERS INC Consumer Cyclical 2,227.0 $367K 0.00% NEW $164.71 -13.3%
234 CGCV CAPITAL GROUP CONSERVATIVE E 11,021.0 $362K 0.00% NEW $32.82 +1.9%
235 PKE PARK AEROSPACE CORP Industrials 9,450.0 $361K 0.00% NEW $38.16 -3.3%
236 AROC ARCHROCK INC Energy 8,856.0 $361K 0.00% NEW $40.71 -16.2%
237 DFGX DIMENSIONAL ETF TRUST 6,724.0 $360K 0.00% NEW $53.60 -3.0%
238 WLFC WILLIS LEASE FIN CORP Industrials 1,573.0 $360K 0.00% NEW $228.80 -74.9%
239 IVES WEDBUSH SER TR 9,428.0 $359K 0.00% NEW $38.10 +1.5%
240 BPOP POPULAR INC Financial Services 2,173.0 $357K 0.00% NEW $164.18 +7.0%
Page 12 of 26  ·  502 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%