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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 57 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 WBD WARNER BROS DISCOVERY INC Communication Services 30,862.0 $823K 0.01% -102K -76.8% $26.66 +7.1%
1122 ADBE ADOBE INC Technology 3,982.0 $816K 0.01% -9K -69.6% $205.05 +34.3%
1123 JNK SPDR SERIES TRUST 8,454.0 $815K 0.01% +1K +14.5% $96.37 -0.5%
1124 JOBY JOBY AVIATION INC Industrials 91,282.0 $814K 0.01% +59K +186.0% $8.92 -15.6%
1125 KR KROGER CO Consumer Defensive 14,651.0 $814K 0.01% -3K -17.3% $55.53 +4.3%
1126 SKYW SKYWEST INC Industrials 8,183.0 $813K 0.01% +539.0 +7.0% $99.33 +1.8%
1127 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,852.0 $810K 0.01% NEW $437.62 -12.3%
1128 GMAR FIRST TR EXCHNG TRADED FD VI 18,289.0 $809K 0.01% NEW $44.24 +1.5%
1129 VPL VANGUARD INTL EQUITY INDEX F 6,985.0 $808K 0.01% -8K -52.7% $115.70 -0.5%
1130 EALT INNOVATOR ETFS TRUST 22,517.0 $807K 0.01% +9K +65.4% $35.86 +2.0%
1131 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 14,106.0 $807K 0.01% +8K +146.7% $57.22 +16.6%
1132 DFAE DIMENSIONAL ETF TRUST 20,051.0 $806K 0.01% +8K +66.8% $40.21 -1.8%
1133 KEX KIRBY CORP Industrials 5,900.0 $802K 0.01% +316.0 +5.7% $135.97 +2.9%
1134 FSMB FIRST TR EXCH TRADED FD III 40,125.0 $802K 0.01% +595.0 +1.5% $19.99 -0.6%
1135 AIG AMERICAN INTL GROUP INC Financial Services 10,728.0 $800K 0.01% -5K -31.1% $74.53 +2.1%
1136 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,197.0 $799K 0.01% -8K -71.2% $250.00 -4.2%
1137 WCME FIRST TR EXCHANGE-TRADED FD 40,625.0 $797K 0.01% -45K -52.8% $19.62 -1.7%
1138 XHR XENIA HOTELS & RESORTS INC Real Estate 39,131.0 $797K 0.01% -13K -25.4% $20.36 -4.6%
1139 TK TEEKAY CORPORATION LTD Energy 79,587.0 $796K 0.01% -25K -24.1% $10.00 +32.4%
1140 BSCS INVESCO EXCH TRD SLF IDX FD 39,013.0 $794K 0.01% +16K +66.8% $20.36 +0.1%
Page 57 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%