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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 16 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NOVT NOVANTA INC Technology 1,730.0 $281K 0.00% NEW $162.24 -8.2%
302 J P MORGAN EXCHANGE TRADED F 5,953.0 $281K 0.00% NEW $47.15
303 PBR PETROLEO BRASILEIRO S A Energy 17,355.0 $280K 0.00% NEW $16.16 +15.8%
304 HDB HDFC BANK LTD Financial Services 10,844.0 $280K 0.00% NEW $25.83 -10.3%
305 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 9,263.0 $278K 0.00% NEW $30.03 +2.8%
306 EUFN ISHARES TR 7,087.0 $276K 0.00% NEW $38.99 +7.6%
307 INMU BLACKROCK ETF TRUST II 11,260.0 $273K 0.00% NEW $24.25 -1.9%
308 CGW INVESCO EXCH TRADED FD TR II 4,144.0 $272K 0.00% NEW $65.73 -0.7%
309 KEEL KEEL INFRASTRUCTURE CORP Technology 47,447.0 $272K 0.00% NEW $5.74 -41.9%
310 EWG ISHARES INC 6,575.0 $272K 0.00% NEW $41.37 +6.4%
311 VIRTUS ARTIFICIAL INTELLIGEN 9,679.0 $272K 0.00% NEW $28.07
312 BCI ABRDN ETFS 12,155.0 $272K 0.00% NEW $22.34 +12.9%
313 ESE ESCO TECHNOLOGIES INC Technology 772.0 $270K 0.00% NEW $350.16 -15.8%
314 SLYG SPDR SERIES TRUST 2,263.0 $270K 0.00% NEW $119.10 -1.5%
315 VIST VISTA ENERGY S.A.B. DE C.V. Energy 4,188.0 $267K 0.00% NEW $63.80 +9.4%
316 R RYDER SYS INC Industrials 1,012.0 $267K 0.00% NEW $263.81 -4.0%
317 USFD US FOODS HLDG CORP Consumer Defensive 2,607.0 $267K 0.00% NEW $102.24 +6.1%
318 MLI MUELLER INDS INC Industrials 2,158.0 $265K 0.00% NEW $122.93 -47.8%
319 ZACKS TRUST 8,343.0 $265K 0.00% NEW $31.78
320 JBHT HUNT J B TRANS SVCS INC Industrials 916.0 $265K 0.00% NEW $289.43 -4.5%
Page 16 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%