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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 21 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,313.0 $216K 0.00% NEW $164.27 -3.8%
402 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 6,988.0 $215K 0.00% NEW $30.71 +15.7%
403 NI NISOURCE INC Utilities 4,478.0 $213K 0.00% NEW $47.54 -11.4%
404 TXG 10X GENOMICS INC Healthcare 5,551.0 $213K 0.00% NEW $38.34 +45.1%
405 ATEN A10 NETWORKS INC Technology 5,659.0 $211K 0.00% NEW $37.36 -28.8%
406 EWBC EAST WEST BANCORP INC Financial Services 1,632.0 $211K 0.00% NEW $129.10 +4.6%
407 ITRI ITRON INC Technology 2,434.0 $211K 0.00% NEW $86.53 +11.2%
408 INNOVATOR ETFS TRUST 8,094.0 $210K 0.00% NEW $25.99
409 HACK AMPLIFY ETF TR 1,996.0 $209K 0.00% NEW $104.93 +9.9%
410 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1,894.0 $209K 0.00% NEW $110.25 -2.8%
411 NNN NNN REIT INC Real Estate 4,486.0 $209K 0.00% NEW $46.53 -1.5%
412 LIT GLOBAL X FDS 2,664.0 $209K 0.00% NEW $78.27 -5.4%
413 LIBERTY MEDIA CORP DEL 2,182.0 $208K 0.00% NEW $95.14
414 UMAR INNOVATOR ETFS TRUST 4,867.0 $206K 0.00% NEW $42.25 +1.6%
415 KB KB FINL GROUP INC Financial Services 1,957.0 $205K 0.00% NEW $104.95 +12.1%
416 SWKS SKYWORKS SOLUTIONS INC Technology 3,025.0 $205K 0.00% NEW $67.80 -0.5%
417 OKTA CALL OKTA INC Technology 1,500.0 $205K 0.00% NEW $136.45 +5.5%
418 GL GLOBE LIFE INC Financial Services 1,144.0 $204K 0.00% NEW $178.70 -0.3%
419 GNR SPDR INDEX SHS FDS 3,033.0 $204K 0.00% NEW $67.31 +11.8%
420 BUFQ FIRST TR EXCHNG TRADED FD VI 5,197.0 $204K 0.00% NEW $39.27 +0.7%
Page 21 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%