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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 17 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ANNALY CAPITAL MANAGEMENT IN 11,804.0 $264K 0.00% NEW $22.36
322 GH GUARDANT HEALTH INC Healthcare 1,752.0 $263K 0.00% NEW $150.03 +8.4%
323 SMH CALL VANECK ETF TRUST 400.0 $262K 0.00% NEW $655.89 -14.2%
324 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 9,279.0 $262K 0.00% NEW $28.24 -5.8%
325 RGA REINSURANCE GROUP AMER INC Financial Services 1,227.0 $261K 0.00% NEW $212.71 +12.9%
326 NHI NATIONAL HEALTH INVS INC Real Estate 3,421.0 $261K 0.00% NEW $76.26 -3.6%
327 VLO CALL VALERO ENERGY CORP Energy 1,000.0 $260K 0.00% NEW $260.44 +33.0%
328 GOLY STRATEGY SHS 10,350.0 $260K 0.00% NEW $25.15 +9.2%
329 PIPR PIPER SANDLER COMPANIES Financial Services 3,594.0 $260K 0.00% NEW $72.35 +5.6%
330 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 9,587.0 $257K 0.00% NEW $26.85 -2.7%
331 FS SPECIALTY LENDING FD 23,034.0 $257K 0.00% NEW $11.15
332 SCHL SCHOLASTIC CORP Communication Services 5,583.0 $257K 0.00% NEW $46.00 -10.3%
333 FXR FIRST TR EXCHANGE-TRADED FD 2,816.0 $257K 0.00% NEW $91.12 -1.1%
334 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,416.0 $255K 0.00% NEW $74.72 +3.1%
335 XES SPDR SERIES TRUST 2,270.0 $254K 0.00% NEW $112.08 +9.4%
336 COLB COLUMBIA BKG SYS INC Financial Services 7,921.0 $254K 0.00% NEW $32.05 -1.7%
337 CGXU CAPITAL GROUP INTL FOCUS EQT 7,213.0 $250K 0.00% NEW $34.62 +0.3%
338 MATX MATSON INC Industrials 1,298.0 $249K 0.00% NEW $192.18 +14.8%
339 INNOVATOR ETFS TRUST 7,578.0 $249K 0.00% NEW $32.86
340 E ENI SPA Energy 5,306.0 $249K 0.00% NEW $46.86 +19.4%
Page 17 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%