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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 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COHR COHERENT CORP Technology 52,036.0 $20.5M 0.17% +13K +33.5% $394.47 -22.3%
122 DIA STATE STR SPDR DOW JONES IND Financial Services 38,451.0 $20.1M 0.17% -360.0 -0.9% $522.39 +2.0%
123 IJK ISHARES TR 170,893.0 $20.1M 0.17% +145K +560.8% $117.50 -0.6%
124 XLC SELECT SECTOR SPDR TR 185,606.0 $19.9M 0.17% +11K +6.2% $107.13 +3.1%
125 COWZ PACER FDS TR 315,772.0 $19.6M 0.17% +40K +14.7% $62.20 +13.2%
126 USFR WISDOMTREE TR 388,536.0 $19.6M 0.17% +27K +7.5% $50.35 +0.2%
127 PYLD PIMCO ETF TR 737,516.0 $19.6M 0.17% +593K +408.9% $26.52 -1.4%
128 SPTS SPDR SERIES TRUST 674,211.0 $19.6M 0.17% +88K +15.0% $29.01 -0.2%
129 UBER UBER TECHNOLOGIES INC Technology 270,930.0 $19.6M 0.17% +19K +7.7% $72.16 +3.5%
130 XLU SELECT SECTOR SPDR TR 424,299.0 $19.2M 0.16% +140K +49.3% $45.34 -2.9%
131 IUSV ISHARES TR 173,977.0 $19.2M 0.16% +18K +11.8% $110.15 +4.1%
132 CRM SALESFORCE INC Technology 146,754.0 $18.9M 0.16% +71K +95.0% $129.08 +51.9%
133 TFC TRUIST FINL CORP Financial Services 377,499.0 $18.8M 0.16% +109K +40.5% $49.82 +5.2%
134 AMGN AMGEN INC Healthcare 51,650.0 $18.7M 0.16% +13K +32.7% $362.12 +17.4%
135 CGVV CAPITAL GROUP EQUITY ETF TR 600,703.0 $18.6M 0.16% NEW $30.90 +3.5%
136 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 38,669.0 $18.5M 0.16% -7K -15.2% $477.57 -13.4%
137 C CITIGROUP INC Financial Services 131,946.0 $18.5M 0.16% +29K +27.6% $139.96 -1.7%
138 NFLX NETFLIX INC. Communication Services 258,154.0 $18.4M 0.16% +27K +11.9% $71.40 +8.9%
139 IEI ISHARES TR 156,603.0 $18.4M 0.16% +87K +124.3% $117.45 -0.7%
140 JCI JOHNSON CONTROLS INTERNATION Industrials 125,639.0 $18.4M 0.16% +3K +2.4% $146.11 +2.4%
Page 7 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 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%