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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 23 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PENG CALL PENGUIN SOLUTIONS INC Technology 2,000.0 $152K 0.00% NEW $76.01 -23.1%
442 PML PIMCO MUN INCOME FD II Financial Services 19,960.0 $152K 0.00% NEW $7.61 -3.2%
443 CRK COMSTOCK RES INC Energy 10,058.0 $150K 0.00% NEW $14.92 -8.4%
444 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 10,636.0 $150K 0.00% NEW $14.10 +1.8%
445 INDA PUT ISHARES TR 3,000.0 $148K 0.00% NEW $49.39 +0.1%
446 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 26,005.0 $144K 0.00% NEW $5.54 -4.1%
447 PROF PROFOUND MED CORP Healthcare 21,657.0 $144K 0.00% NEW $6.65 +5.5%
448 UCTT CALL ULTRA CLEAN HLDGS INC Technology 1,000.0 $143K 0.00% NEW $142.59 -42.9%
449 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 15,027.0 $141K 0.00% NEW $9.39 +28.2%
450 AGNC AGNC INVT CORP Real Estate 12,233.0 $133K 0.00% NEW $10.90 +0.2%
451 CALL IMMUNITYBIO INC 15,000.0 $131K 0.00% NEW $8.76
452 BIIB CALL BIOGEN INC Healthcare 600.0 $130K 0.00% NEW $216.06 -1.2%
453 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 748.0 $126K 0.00% NEW $168.53 -8.4%
454 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 28,388.0 $125K 0.00% NEW $4.40 +1.5%
455 INFY INFOSYS LTD Technology 10,919.0 $115K 0.00% NEW $10.49 +13.1%
456 MSTX TIDAL TRUST II 15,218.0 $113K 0.00% NEW $7.44 +5.7%
457 CRSP CALL CRISPR THERAPEUTICS AG Healthcare 2,000.0 $109K 0.00% NEW $54.54 -2.7%
458 NMR NOMURA HLDGS INC Financial Services 12,027.0 $106K 0.00% NEW $8.78 +9.8%
459 BBD BANCO BRADESCO S A Financial Services 29,142.0 $101K 0.00% NEW $3.47 -11.8%
460 MARKER THERAPEUTICS INC 67,963.0 $100K 0.00% NEW $1.47
Page 23 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%