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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 14 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BK BANK NEW YORK MELLON CORP Financial Services 51,268.0 $6.0M 0.07% +26K +100.3% $116.09 +17.4%
262 DE DEERE & CO Industrials 12,748.0 $5.9M 0.07% +7K +107.6% $465.56 +21.2%
263 PFXF VANECK ETF TRUST 335,329.0 $5.9M 0.07% +2K +0.6% $17.66 +3.7%
264 AEP AMERICAN ELEC PWR CO INC Utilities 51,271.0 $5.9M 0.07% +14K +37.0% $115.31 +9.4%
265 VCR VANGUARD WORLD FD 14,880.0 $5.9M 0.07% +504.0 +3.5% $393.93 -2.4%
266 AAPL CALL APPLE INC Technology 21,600.0 $5.8M 0.07% +12K +127.4% $269.99 +9.6%
267 JCPB J P MORGAN EXCHANGE TRADED F 122,951.0 $5.8M 0.07% +15K +14.0% $47.35 -1.9%
268 CGGO CAPITAL GROUP GBL GROWTH EQT 167,238.0 $5.8M 0.07% +75K +81.2% $34.65 +12.1%
269 VRT VERTIV HOLDINGS CO Industrials 35,638.0 $5.8M 0.07% +27K +317.8% $162.01 +107.6%
270 TT TRANE TECHNOLOGIES PLC Industrials 14,835.0 $5.8M 0.07% +3K +21.5% $389.19 +17.9%
271 FNDE SCHWAB STRATEGIC TR 159,359.0 $5.7M 0.07% +7K +4.4% $36.06 +11.8%
272 IGM ISHARES TR 44,109.0 $5.7M 0.07% +5K +13.4% $129.16 +18.0%
273 MBB ISHARES TR 59,810.0 $5.7M 0.07% +26K +75.4% $95.22 -1.8%
274 SHW SHERWIN WILLIAMS CO Basic Materials 17,334.0 $5.6M 0.06% +4K +26.5% $324.02 -6.6%
275 BKR BAKER HUGHES COMPANY Energy 123,108.0 $5.6M 0.06% +60K +94.1% $45.54 +44.0%
276 MMM 3M CO Industrials 34,959.0 $5.6M 0.06% +9K +35.3% $160.10 -5.3%
277 PLD PROLOGIS INC. Real Estate 43,689.0 $5.6M 0.06% +4K +9.4% $127.66 +11.1%
278 HPE HEWLETT PACKARD ENTERPRISE C Technology 229,699.0 $5.5M 0.06% +131K +133.5% $24.02 +37.1%
279 ET ENERGY TRANSFER L P Energy 333,306.0 $5.5M 0.06% +117K +53.8% $16.49 +23.1%
280 EMXC ISHARES INC 75,595.0 $5.5M 0.06% +65K +640.3% $72.68 +28.3%
Page 14 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%