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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 14 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SITM SITIME CORP Technology 436.0 $325K 0.00% NEW $745.56 -15.5%
262 CHDN CHURCHILL DOWNS INC Consumer Cyclical 3,610.0 $324K 0.00% NEW $89.63 +2.1%
263 EDGQ GLOBAL X FDS 11,288.0 $322K 0.00% NEW $28.54 -4.1%
264 CCK CROWN HLDGS INC Consumer Cyclical 2,863.0 $320K 0.00% NEW $111.80 +5.6%
265 AUGW AIM ETF PRODUCTS TRUST 9,337.0 $318K 0.00% NEW $34.05 +1.8%
266 UMC UNITED MICROELECTRONICS CORP Technology 11,588.0 $315K 0.00% NEW $27.21 -33.3%
267 DBX DROPBOX INC Technology 11,375.0 $312K 0.00% NEW $27.47 +24.4%
268 GDV GABELLI DIVID & INCOME TR Financial Services 10,622.0 $312K 0.00% NEW $29.40 +3.8%
269 SNDR SCHNEIDER NATIONAL INC Industrials 8,519.0 $311K 0.00% NEW $36.53 -4.2%
270 FCPT FOUR CORNERS PPTY TR INC Real Estate 12,539.0 $308K 0.00% NEW $24.55 +2.5%
271 SBSI SOUTHSIDE BANCSHARES INC Financial Services 8,739.0 $308K 0.00% NEW $35.19 -8.7%
272 SMLF ISHARES TR 3,442.0 $307K 0.00% NEW $89.14 +0.7%
273 MYFW FIRST WESTN FINL INC Financial Services 9,373.0 $301K 0.00% NEW $32.11 -0.6%
274 IWM PUT ISHARES TR 1,000.0 $300K 0.00% NEW $300.45 +0.4%
275 ISTR INVESTAR HOLDING CORP Financial Services 10,000.0 $300K 0.00% NEW $29.96 +0.5%
276 SPEU SPDR INDEX SHS FDS 5,399.0 $296K 0.00% NEW $54.88 +3.7%
277 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,262.0 $296K 0.00% NEW $90.76 -1.5%
278 RBC RBC BEARINGS INC Industrials 459.0 $296K 0.00% NEW $644.06 -19.0%
279 CNM CORE & MAIN INC Industrials 6,092.0 $294K 0.00% NEW $48.25 -5.5%
280 ORI OLD REP INTL CORP Financial Services 7,171.0 $293K 0.00% NEW $40.92 +3.0%
Page 14 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%