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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 7 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RKLB CALL ROCKET LAB CORP Industrials 9,500.0 $966K 0.01% NEW $101.65 -21.7%
122 TE T1 ENERGY INC Industrials 101,863.0 $966K 0.01% NEW $9.48 -51.8%
123 IDEQ LAZARD ACTIVE ETF TR 27,351.0 $959K 0.01% NEW $35.07 +1.5%
124 TAXF AMERICAN CENTY ETF TR 18,829.0 $957K 0.01% NEW $50.84 -2.0%
125 BELFB BEL FUSE INC Technology 2,848.0 $949K 0.01% NEW $333.10 -16.7%
126 RMRC EXCHANGE LISTED FDS TR 37,233.0 $944K 0.01% NEW $25.34 +2.6%
127 DFTX DEFINIUM THERAPEUTICS INC Healthcare 20,044.0 $943K 0.01% NEW $47.04 -3.1%
128 IBDT ISHARES TR 37,112.0 $937K 0.01% NEW $25.25 -0.2%
129 DGJA FIRST TR EXCHNG TRADED FD VI 28,455.0 $898K 0.01% NEW $31.58 +1.4%
130 JMHI J P MORGAN EXCHANGE TRADED F 17,584.0 $890K 0.01% NEW $50.63 -2.5%
131 GMAY FIRST TR EXCHNG TRADED FD VI 20,461.0 $881K 0.01% NEW $43.04 +2.0%
132 FSEP FIRST TR EXCHNG TRADED FD VI 15,747.0 $867K 0.01% NEW $55.08 +2.4%
133 BUFD FIRST TR EXCHNG TRADED FD VI 28,699.0 $853K 0.01% NEW $29.72 +1.7%
134 ZS ZSCALER INC Technology 6,033.0 $852K 0.01% NEW $141.15 +33.0%
135 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 16,154.0 $851K 0.01% NEW $52.65 +23.5%
136 ALHC ALIGNMENT HEALTHCARE INC Healthcare 35,087.0 $835K 0.01% NEW $23.81 -44.5%
137 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,852.0 $810K 0.01% NEW $437.62 -16.4%
138 GMAR FIRST TR EXCHNG TRADED FD VI 18,289.0 $809K 0.01% NEW $44.24 +1.5%
139 DFLV DIMENSIONAL ETF TRUST 19,946.0 $789K 0.01% NEW $39.54 +6.1%
140 CALL FORTINET INC 5,000.0 $768K 0.01% NEW $153.62
Page 7 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%