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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 4 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NYT NEW YORK TIMES CO MTN BE Communication Services 36,655.0 $2.6M 0.02% NEW $69.98 -6.1%
62 STLD STEEL DYNAMICS INC Basic Materials 10,826.0 $2.5M 0.02% NEW $229.45 +9.5%
63 NFLX PUT NETFLIX INC. Communication Services 34,500.0 $2.5M 0.02% NEW $71.40 +10.4%
64 AVEX AEVEX CORP Industrials 114,000.0 $2.4M 0.02% NEW $20.89 -2.7%
65 PDBC INVESCO ACTVELY MNGD ETC FD 149,931.0 $2.4M 0.02% NEW $15.88 +14.9%
66 CW CURTISS WRIGHT CORP Industrials 3,073.0 $2.3M 0.02% NEW $757.76 -8.5%
67 PINNACLE FINL PARTNERS INC 22,718.0 $2.3M 0.02% NEW $100.88
68 FLRN SPDR SERIES TRUST 69,892.0 $2.2M 0.02% NEW $30.85 -0.2%
69 NBR NABORS INDUSTRIES LTD Energy 24,766.0 $2.1M 0.02% NEW $84.01 +12.7%
70 CALUMET INC 57,380.0 $2.1M 0.02% NEW $36.02
71 GRAL GRAIL INC Healthcare 30,253.0 $2.1M 0.02% NEW $68.27 +1.3%
72 BKAG BNY MELLON ETF TRUST 48,609.0 $2.0M 0.02% NEW $41.95 -1.6%
73 GLASS HOUSE BRANDS INC 147,253.0 $1.9M 0.02% NEW $13.00
74 OXY CALL OCCIDENTAL PETE CORP Energy 39,300.0 $1.9M 0.02% NEW $48.57 +22.3%
75 DUPONT DE NEMOURS INC 14,017.0 $1.9M 0.02% NEW $135.64
76 FET FORUM ENERGY TECHNOLOGIES IN Energy 36,048.0 $1.8M 0.01% NEW $50.23 +66.7%
77 PRCH PORCH GROUP INC Technology 116,674.0 $1.8M 0.01% NEW $15.04 +11.4%
78 FTRB FEDERATED HERMES ETF TRUST 64,932.0 $1.6M 0.01% NEW $25.09 -1.4%
79 FEDERATED HERMES INC 28,645.0 $1.6M 0.01% NEW $55.22
80 FNDA SCHWAB STRATEGIC TR 41,526.0 $1.6M 0.01% NEW $38.06 -0.3%
Page 4 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%