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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 8 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JAAA JANUS DETROIT STR TR 362,985.0 $18.3M 0.16% +56K +18.1% $50.49 +0.2%
142 SHY ISHARES TR 222,852.0 $18.3M 0.16% -37K -14.3% $82.11 -0.1%
143 RTX RTX CORPORATION Industrials 94,391.0 $17.9M 0.15% -19K -16.5% $189.73 +18.8%
144 LOW LOWES COS INC Consumer Cyclical 80,707.0 $17.8M 0.15% +26K +48.0% $220.49 -2.2%
145 IEF ISHARES TR 187,958.0 $17.8M 0.15% -35K -15.8% $94.57 -1.7%
146 FVD FIRST TR EXCHANGE-TRADED FD 367,222.0 $17.7M 0.15% -51K -12.1% $48.18 +5.0%
147 ETN EATON CORP PLC Industrials 40,620.0 $17.3M 0.15% -1K -2.7% $426.12 +1.2%
148 STIP ISHARES TR 167,928.0 $17.2M 0.15% +165K +5910.3% $102.16 -1.3%
149 XLI SELECT SECTOR SPDR TR 92,168.0 $17.1M 0.14% +30K +49.1% $185.23 -0.9%
150 ASML ASML HLDG NV Technology 8,581.0 $17.1M 0.14% +574.0 +7.2% $1989.53 -9.4%
151 XLY SELECT SECTOR SPDR TR 144,651.0 $17.0M 0.14% +39K +36.8% $117.28 -0.8%
152 VOOG VANGUARD ADMIRAL FDS INC 202,832.0 $16.8M 0.14% +197K +3194.9% $82.62 +1.6%
153 AVUS AMERICAN CENTY ETF TR 130,733.0 $16.7M 0.14% NEW $128.08 +2.2%
154 CME CME GROUP INC Financial Services 75,674.0 $16.7M 0.14% +7K +10.5% $220.83 +23.0%
155 DFAC DIMENSIONAL ETF TRUST 371,019.0 $16.5M 0.14% +328K +769.8% $44.36 +2.9%
156 MS MORGAN STANLEY Financial Services 78,004.0 $16.3M 0.14% +2K +2.2% $209.04 +4.1%
157 INTC INTEL CORP Technology 116,278.0 $16.2M 0.14% -96K -45.2% $139.63 -30.8%
158 PEP PEPSICO INC Consumer Defensive 119,505.0 $16.2M 0.14% +6K +5.4% $135.40 +3.5%
159 RWL INVESCO EXCH TRADED FD TR II 125,695.0 $16.1M 0.14% +93K +284.1% $127.76 +5.3%
160 DAL DELTA AIR LINES INC Industrials 171,004.0 $16.0M 0.14% -4K -2.5% $93.66 -8.5%
Page 8 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%