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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 35 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 GNOV FIRST TR EXCHNG TRADED FD VI 54,113.0 $2.3M 0.02% +13K +32.7% $41.80 +1.8%
682 EFAV ISHARES TR 25,736.0 $2.3M 0.02% +6K +31.9% $87.71 +7.9%
683 SCHB SCHWAB STRATEGIC TR 77,866.0 $2.3M 0.02% +23K +41.8% $28.96 +2.2%
684 MTZ MASTEC INC Industrials 5,419.0 $2.3M 0.02% +623.0 +13.0% $416.06 -36.0%
685 STPZ PIMCO ETF TR 42,203.0 $2.3M 0.02% +834.0 +2.0% $53.34 -1.2%
686 SOFI SOFI TECHNOLOGIES INC Financial Services 124,688.0 $2.2M 0.02% -18K -12.8% $17.93 +5.5%
687 DHR DANAHER CORP DEL Healthcare 11,715.0 $2.2M 0.02% +3K +40.3% $190.47 +14.9%
688 GJAN FIRST TR EXCHNG TRADED FD VI 49,507.0 $2.2M 0.02% +44K +830.6% $45.02 +1.7%
689 AWK AMERICAN WTR WKS CO INC NEW Utilities 16,896.0 $2.2M 0.02% -2K -8.7% $131.57 +2.9%
690 IYZ ISHARES TR 52,295.0 $2.2M 0.02% -599.0 -1.1% $42.31 +1.7%
691 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 86,354.0 $2.2M 0.02% +19K +28.7% $25.55 +1.2%
692 BBLU EA SERIES TRUST 133,370.0 $2.2M 0.02% +6K +4.3% $16.50 +5.2%
693 BEAM BEAM THERAPEUTICS INC Healthcare 63,879.0 $2.2M 0.02% -13K -16.9% $34.32 -13.3%
694 TAFM AB ACTIVE ETFS INC 85,095.0 $2.2M 0.02% +5K +6.1% $25.68 -2.1%
695 FLRN SPDR SERIES TRUST 69,892.0 $2.2M 0.02% NEW $30.85 -0.1%
696 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 23,287.0 $2.1M 0.02% +2K +10.6% $92.09 -3.2%
697 FGD FIRST TR EXCHANGE-TRADED FD 66,822.0 $2.1M 0.02% +17K +33.5% $31.99 +11.5%
698 PGR PROGRESSIVE CORP Financial Services 9,740.0 $2.1M 0.02% +1K +17.6% $218.44 +0.4%
699 PDEC INNOVATOR ETFS TRUST 46,034.0 $2.1M 0.02% $45.89 +1.9%
700 SRE SEMPRA Utilities 22,754.0 $2.1M 0.02% -3K -12.4% $92.71 -10.6%
Page 35 of 105  ·  2,097 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 34.5%
Financial Services 19.3%
Industrials 10.3%
Consumer Cyclical 8.5%
Healthcare 8.2%
Communication Services 6.1%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%