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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 25 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 WEN WENDYS CO Consumer Cyclical 8,361.0 $69K 0.00% NEW $8.29 +1.6%
482 V CALL VISA INC Financial Services 200.0 $69K 0.00% NEW $343.09 +6.5%
483 BE CALL BLOOM ENERGY CORP Industrials 200.0 $61K 0.00% NEW $302.70 -30.8%
484 EGHT 8X8 INC NEW Technology 32,500.0 $56K NEW $1.71 +20.7%
485 CRON CRONOS GROUP INC Healthcare 19,623.0 $55K NEW $2.78 +15.5%
486 PHK PIMCO HIGH INCOME FD Financial Services 10,815.0 $50K NEW $4.66 -2.3%
487 RXRX RECURSION PHARMACEUTICALS IN Healthcare 12,138.0 $45K NEW $3.67 -17.7%
488 CNVS CINEVERSE CORP Communication Services 12,350.0 $37K NEW $2.97 -10.9%
489 ASTS CALL AST SPACEMOBILE INC Technology 400.0 $36K NEW $88.86 -24.7%
490 EVO EVOTEC AG Healthcare 10,016.0 $28K NEW $2.80 -31.4%
491 CRDL CARDIOL THERAPEUTICS INC Healthcare 25,387.0 $27K NEW $1.06 +74.5%
492 ZONE CLEANCORE SOLUTIONS INC Industrials 27,780.0 $23K NEW $0.82 -80.5%
493 ONDS CALL ONDAS INC Technology 2,500.0 $21K NEW $8.24 +8.5%
494 NAMM NAMIB MINERALS Basic Materials 10,000.0 $19K NEW $1.88 -30.1%
495 SN CALL SHARKNINJA INC Consumer Cyclical 100.0 $15K NEW $152.27 +19.9%
496 NFLX CALL NETFLIX INC. Communication Services 200.0 $14K NEW $71.40 +9.0%
497 FJET CALL STARFIGHTERS SPACE INC Industrials 2,500.0 $13K NEW $5.32 -25.2%
498 ONCY ONCOLYTICS BIOTECH INC Healthcare 12,500.0 $12K NEW $0.95 -10.9%
499 USAR CALL USA RARE EARTH INC Basic Materials 500.0 $11K NEW $21.58 -13.4%
500 OKLO CALL OKLO INC Utilities 200.0 $10K NEW $52.33 -20.8%
Page 25 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%