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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 9 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TBLD THORNBURG INCM BUILDER OPP T Financial Services 71,540.0 $1.6M 0.01% -13K -15.1% $22.07 -0.2%
162 XBI SPDR SERIES TRUST 9,942.0 $1.6M 0.01% -80.0 -0.8% $158.24 +1.2%
163 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 52,055.0 $1.6M 0.01% -42K -44.5% $30.17 +9.4%
164 AGGY WISDOMTREE TR 35,680.0 $1.6M 0.01% -4K -11.0% $43.48 -1.9%
165 CHRW C H ROBINSON WORLDWIDE IN Industrials 8,119.0 $1.5M 0.01% -8K -50.3% $188.32 -23.2%
166 PRU PRUDENTIAL FINL INC Financial Services 14,159.0 $1.5M 0.01% -3K -16.7% $107.93 +15.4%
167 ROL ROLLINS INC Consumer Cyclical 36,480.0 $1.5M 0.01% -8K -17.6% $41.74 -13.0%
168 DHI D R HORTON INC Consumer Cyclical 9,282.0 $1.5M 0.01% -1K -12.7% $162.89 -10.6%
169 MAGS LISTED FDS TR 23,228.0 $1.5M 0.01% -6K -19.4% $64.30 +3.8%
170 MSFT CALL MICROSOFT CORP Technology 4,000.0 $1.5M 0.01% -6K -60.0% $373.02 +29.1%
171 HYG ISHARES TR 18,341.0 $1.5M 0.01% -745.0 -3.9% $79.97 -0.6%
172 QQQM CALL INVESCO EXCH TRADED FD TR II 4,800.0 $1.5M 0.01% -4K -44.2% $302.97 -2.5%
173 INGERSOLL RAND INC 17,665.0 $1.4M 0.01% -2K -8.0% $81.99
174 SNEX STONEX GROUP INC Financial Services 11,854.0 $1.4M 0.01% -603.0 -4.8% $118.50 -44.0%
175 HUBB HUBBELL INC Industrials 2,671.0 $1.4M 0.01% -726.0 -21.4% $523.17 -7.5%
176 ONTO ONTO INNOVATION INC Technology 3,665.0 $1.4M 0.01% -1K -24.6% $378.41 -16.6%
177 CLH CLEAN HARBORS INC Industrials 4,540.0 $1.4M 0.01% -160.0 -3.4% $298.75 +6.9%
178 BCS BARCLAYS PLC Financial Services 50,175.0 $1.3M 0.01% -5K -9.0% $26.86 +1.9%
179 BR BROADRIDGE FINL SOLUTIONS IN Technology 9,828.0 $1.3M 0.01% -7K -42.3% $136.94 +24.0%
180 CALF PACER FDS TR 26,430.0 $1.3M 0.01% -40K -60.1% $50.61 +11.7%
Page 9 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%