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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 3 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JIVE J P MORGAN EXCHANGE TRADED F 48,959.0 $4.5M 0.04% NEW $91.95 +5.3%
42 IBHG ISHARES TR 203,427.0 $4.5M 0.04% NEW $22.08 -0.5%
43 TAFI AB ACTIVE ETFS INC 176,204.0 $4.4M 0.04% NEW $25.22 -0.7%
44 BLACKROCK ETF TRUST 131,191.0 $4.2M 0.04% NEW $31.78
45 VPG VISHAY PRECISION GROUP INC Technology 26,964.0 $4.0M 0.03% NEW $149.91 -55.2%
46 ACYN FIRST TR EXCHANGE-TRADED FD 193,779.0 $4.0M 0.03% NEW $20.79 -0.4%
47 FORM FORMFACTOR INC Technology 24,505.0 $3.9M 0.03% NEW $159.93 -23.0%
48 STZ CONSTELLATION BRANDS INC Consumer Defensive 27,915.0 $3.9M 0.03% NEW $139.09 -6.1%
49 BKDV BNY MELLON ETF TRUST II 114,487.0 $3.8M 0.03% NEW $33.49 +3.5%
50 GGOV BLACKROCK ETF TRUST II 72,928.0 $3.7M 0.03% NEW $50.29 -0.5%
51 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 9,060.0 $3.4M 0.03% NEW $380.37 -22.0%
52 XPO XPO INC Industrials 15,420.0 $3.2M 0.03% NEW $205.29 -0.4%
53 CSTM CONSTELLIUM SE Basic Materials 97,785.0 $3.1M 0.03% NEW $31.87 -12.4%
54 PSI INVESCO EXCHANGE TRADED FD T 16,405.0 $3.1M 0.03% NEW $187.82 -22.4%
55 NWPX NWPX INFRASTRUCTURE INC Industrials 20,429.0 $3.1M 0.03% NEW $149.94 -24.6%
56 PICK ISHARES INC 50,333.0 $2.9M 0.03% NEW $58.15 +6.3%
57 AMCOR PLC 64,241.0 $2.8M 0.02% NEW $43.35
58 VSH VISHAY INTERTECHNOLOGY INC Technology 50,583.0 $2.7M 0.02% NEW $53.78 -40.1%
59 TDAQ ETF OPPORTUNITIES TRUST 94,611.0 $2.7M 0.02% NEW $28.40 -5.2%
60 ARCB ARCBEST CORP Industrials 17,927.0 $2.6M 0.02% NEW $143.54 -2.0%
Page 3 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%