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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 15 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SMURFIT WESTROCK PLC 141,959.0 $5.5M 0.06% +8K +5.8% $38.67
282 SPHY SPDR SERIES TRUST 231,840.0 $5.5M 0.06% +106K +84.4% $23.67 -1.6%
283 APH AMPHENOL CORP NEW Technology 40,189.0 $5.4M 0.06% +21K +109.7% $135.14 -9.9%
284 BILS SPDR SERIES TRUST 54,533.0 $5.4M 0.06% +1K +2.1% $99.22 +0.1%
285 GRNY TIDAL TRUST I 217,551.0 $5.4M 0.06% +183K +532.6% $24.76 +7.6%
286 VRIG INVESCO ACTIVELY MANAGED EXC 212,049.0 $5.3M 0.06% +49K +30.3% $25.10 -0.3%
287 JEPQ J P MORGAN EXCHANGE TRADED F 91,438.0 $5.3M 0.06% +8K +9.8% $58.12 +2.7%
288 SDVY FIRST TR EXCHANGE-TRADED FD 138,607.0 $5.3M 0.06% +7K +5.4% $38.32 +7.2%
289 W WAYFAIR INC Consumer Cyclical 52,501.0 $5.3M 0.06% +15K +40.8% $100.41 -42.0%
290 BIV VANGUARD BD INDEX FDS 67,171.0 $5.2M 0.06% +5K +7.2% $77.88 -2.4%
291 GRID FIRST TR EXCHANGE TRADED FD 33,948.0 $5.2M 0.06% +20K +147.6% $153.02 +23.7%
292 NVO NOVO-NORDISK A S Healthcare 100,685.0 $5.1M 0.06% +46K +84.0% $50.88 -12.1%
293 FDL FIRST TR EXCHANGE-TRADED FD 114,974.0 $5.1M 0.06% +5K +4.2% $44.34 +13.1%
294 XLE SELECT SECTOR SPDR TR 112,782.0 $5.0M 0.06% +60K +114.4% $44.71 +35.4%
295 APD AIR PRODS & CHEMS INC Basic Materials 20,393.0 $5.0M 0.06% +6K +41.9% $247.03 +18.7%
296 BSY BENTLEY SYS INC Technology 130,886.0 $5.0M 0.06% +6K +4.6% $38.16 -12.7%
297 ITOT ISHARES TR 33,403.0 $5.0M 0.06% +13K +60.1% $148.69 +8.2%
298 INTU INTUIT Technology 7,480.0 $5.0M 0.06% +2K +32.0% $662.43 -40.7%
299 MSI MOTOROLA SOLUTIONS INC Technology 12,913.0 $4.9M 0.06% +5K +66.0% $383.32 +2.6%
300 DELL DELL TECHNOLOGIES INC Technology 39,024.0 $4.9M 0.06% +23K +146.4% $125.88 +92.3%
Page 15 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%