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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 18 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CROX CROCS INC Consumer Cyclical 2,051.0 $247K 0.00% NEW $120.64 +5.1%
342 XPND FIRST TR EXCHNG TRADED FD VI 5,854.0 $245K 0.00% NEW $41.84 -5.3%
343 ECG EVERUS CONSTR GROUP Industrials 1,471.0 $244K 0.00% NEW $165.95 -22.7%
344 FJP FIRST TR EXCH TRD ALPHDX FD 3,169.0 $242K 0.00% NEW $76.34 +0.2%
345 LSTR LANDSTAR SYS INC Industrials 1,168.0 $242K 0.00% NEW $206.81 -10.2%
346 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,978.0 $241K 0.00% NEW $60.67 +30.9%
347 AMKR AMKOR TECHNOLOGY INC Technology 2,799.0 $241K 0.00% NEW $86.22 -40.4%
348 ACA ARCOSA INC Industrials 1,654.0 $240K 0.00% NEW $145.33 -0.0%
349 AIZ ASSURANT INC Financial Services 895.0 $240K 0.00% NEW $268.55 +4.5%
350 BBIO BRIDGEBIO PHARMA INC Healthcare 3,213.0 $239K 0.00% NEW $74.48 +12.4%
351 AR ANTERO RESOURCES CORP Energy 6,808.0 $239K 0.00% NEW $35.14 +6.1%
352 CUZ COUSINS PPTYS INC Real Estate 7,940.0 $238K 0.00% NEW $29.98 -2.0%
353 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,926.0 $238K 0.00% NEW $123.43 -4.9%
354 INTERNATIONAL BANCSHARES COR 3,128.0 $238K 0.00% NEW $75.95
355 CAH CALL CARDINAL HEALTH INC Healthcare 1,000.0 $238K 0.00% NEW $237.56 -1.8%
356 LGN LEGENCE CORP Industrials 2,785.0 $237K 0.00% NEW $85.23 -24.8%
357 MTRN MATERION CORP Basic Materials 798.0 $237K 0.00% NEW $297.39 -14.2%
358 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,313.0 $237K 0.00% NEW $71.49 -5.4%
359 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 980.0 $236K 0.00% NEW $240.97 +5.1%
360 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 1,926.0 $236K 0.00% NEW $122.58 +28.1%
Page 18 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%