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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $8.8B AUM 3,051 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 1095 Added 190 Reduced 99 Exited
Page 10 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLI SELECT SECTOR SPDR TR 61,798.0 $9.6M 0.11% +13K +26.8% $155.12 +10.5%
182 FYC FIRST TR EXCHANGE-TRADED ALP 99,281.0 $9.5M 0.11% +643.0 +0.7% $96.12 +16.0%
183 MRVL MARVELL TECHNOLOGY INC Technology 112,156.0 $9.5M 0.11% +91K +429.4% $84.98 +114.8%
184 VFLO VICTORY PORTFOLIOS II 241,457.0 $9.5M 0.11% +3K +1.3% $39.38 +7.9%
185 GSY INVESCO ACTIVELY MANAGED EXC 187,898.0 $9.4M 0.11% +10K +5.8% $50.25 -0.1%
186 CCL CARNIVAL CORP Consumer Cyclical 308,485.0 $9.4M 0.11% +283K +1089.3% $30.54 -19.3%
187 CGCB CAPITAL GRP FIXED INCM ETF T 354,966.0 $9.4M 0.11% +179K +102.0% $26.52 -2.0%
188 CEF SPROTT ASSET MANAGEMENT LP Financial Services 204,833.0 $9.4M 0.11% +91K +79.9% $45.80 +4.5%
189 EME EMCOR GROUP INC Industrials 15,319.0 $9.4M 0.11% +1K +9.7% $611.79 +52.0%
190 BUFR FIRST TR EXCHNG TRADED FD VI 271,842.0 $9.3M 0.11% +50K +22.5% $34.26 +5.3%
191 DGRO ISHARES TR 133,788.0 $9.3M 0.11% +86K +181.8% $69.42 +5.7%
192 BMY BRISTOL-MYERS SQUIBB CO Healthcare 171,150.0 $9.2M 0.10% +115K +204.0% $53.94 +5.7%
193 JEPI J P MORGAN EXCHANGE TRADED F 161,272.0 $9.2M 0.10% +963.0 +0.6% $57.24 -2.4%
194 ADI ANALOG DEVICES INC Technology 33,489.0 $9.1M 0.10% +8K +32.1% $271.20 +53.9%
195 IHDG WISDOMTREE TR 185,552.0 $9.0M 0.10% +21K +12.6% $48.66 +1.9%
196 SPHQ INVESCO EXCHANGE TRADED FD T 119,492.0 $9.0M 0.10% +63K +112.3% $75.05 +10.0%
197 VIOO VANGUARD ADMIRAL FDS INC 80,757.0 $9.0M 0.10% +10K +14.1% $110.96 +11.5%
198 WFC WELLS FARGO CO NEW Financial Services 96,058.0 $9.0M 0.10% +29K +43.5% $93.20 -20.8%
199 SO SOUTHERN CO Utilities 101,903.0 $8.9M 0.10% +16K +18.0% $87.20 +7.4%
200 IYH ISHARES TR 136,448.0 $8.9M 0.10% +126K +1194.8% $65.10 -6.4%
Page 10 of 55  ·  1,095 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 30.3%
Financial Services 24.7%
Consumer Cyclical 8.7%
Industrials 8.3%
Communication Services 8.2%
Healthcare 7.1%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%