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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 22 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CHY CALAMOS CONV & HIGH INCOME F Financial Services 20,367.0 $277K 0.00% -2K -8.1% $13.62 -2.3%
422 OMF ONEMAIN HLDGS INC Financial Services 4,534.0 $276K 0.00% -15K -76.3% $60.96 +6.8%
423 HL HECLA MINING COMPANY Basic Materials 17,762.0 $274K 0.00% -44K -71.2% $15.43 +17.0%
424 LW LAMB WESTON HLDGS INC Consumer Defensive 6,262.0 $270K 0.00% -1K -17.1% $43.18 +21.6%
425 ELF E L F BEAUTY INC Consumer Defensive 3,644.0 $270K 0.00% -602.0 -14.2% $74.00 +26.9%
426 ACWI ISHARES TR 1,715.0 $269K 0.00% -135.0 -7.3% $156.93 +2.1%
427 IMTB ISHARES TR 6,125.0 $267K 0.00% -386.0 -5.9% $43.61 -1.5%
428 OMFS INVESCO EXCH TRD SLF IDX FD 4,982.0 $266K 0.00% -289.0 -5.5% $53.34 -0.1%
429 CPNJ CALAMOS ETF TR 9,552.0 $264K 0.00% -7K -43.2% $27.63 +0.1%
430 NOG NORTHERN OIL & GAS INC Energy 14,504.0 $263K 0.00% -7K -31.8% $18.15 +40.0%
431 BBUS J P MORGAN EXCHANGE TRADED F 1,943.0 $262K 0.00% -51.0 -2.6% $134.74 +2.9%
432 FEX FIRST TR EXCHANGE-TRADED ALP 1,868.0 $261K 0.00% -779.0 -29.4% $139.87 +0.7%
433 NTNX NUTANIX INC Technology 5,062.0 $258K 0.00% -2K -25.1% $50.96 +29.6%
434 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 9,980.0 $254K 0.00% -163.0 -1.6% $25.49 +0.2%
435 HUT 8 CORP 2,193.0 $253K 0.00% -3K -57.1% $115.44
436 CRAI CRA INTL INC Industrials 1,764.0 $251K 0.00% -418.0 -19.2% $142.28 +18.4%
437 HOMZ ETF SER SOLUTIONS 5,236.0 $250K 0.00% -7K -58.7% $47.78 -3.8%
438 ALV AUTOLIV INC Consumer Cyclical 2,148.0 $250K 0.00% -392.0 -15.4% $116.17 +3.8%
439 ANGO ANGIODYNAMICS INC Healthcare 19,024.0 $248K 0.00% -3K -12.2% $13.01 +22.1%
440 IMMX IMMIX BIOPHARMA INC Healthcare 24,000.0 $247K 0.00% -3K -12.5% $10.31 +13.9%
Page 22 of 25  ·  491 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%