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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 16 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VFH VANGUARD WORLD FD 36,762.0 $4.9M 0.06% +706.0 +2.0% $133.49 -5.0%
302 CI THE CIGNA GROUP Healthcare 17,818.0 $4.9M 0.06% +13K +269.8% $275.23 +4.2%
303 USIG ISHARES TR 93,193.0 $4.8M 0.06% +81K +696.3% $51.77 -2.0%
304 DVY ISHARES TR 34,122.0 $4.8M 0.06% +27K +361.4% $141.14 +8.0%
305 CENCORA INC 14,259.0 $4.8M 0.06% +6K +69.8% $337.74
306 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 32,720.0 $4.8M 0.06% +24K +284.1% $146.58 -9.1%
307 GTO INVESCO ACTIVELY MANAGED EXC 100,909.0 $4.8M 0.05% +33K +49.3% $47.42 -2.2%
308 DVN DEVON ENERGY CORP NEW Energy 130,591.0 $4.8M 0.05% +50K +61.1% $36.63 +35.1%
309 LIN LINDE PLC Basic Materials 11,199.0 $4.8M 0.05% +1K +12.8% $426.36 +18.7%
310 CWB SPDR SERIES TRUST 53,528.0 $4.8M 0.05% +51K +1670.7% $89.20 +15.3%
311 SFLR INNOVATOR ETFS TRUST 128,850.0 $4.7M 0.05% +70K +118.2% $36.86 +2.8%
312 SLV ISHARES SILVER TR Financial Services 73,656.0 $4.7M 0.05% +12K +19.1% $64.42 +8.6%
313 NEBIUS GROUP N.V. 56,527.0 $4.7M 0.05% +49K +681.0% $83.71
314 EPD ENTERPRISE PRODS PARTNERS L Energy 146,964.0 $4.7M 0.05% +3K +2.0% $32.06 +22.4%
315 SOXX ISHARES TR 15,563.0 $4.7M 0.05% +1K +9.8% $301.14 +64.7%
316 ASTRAZENECA PLC 50,240.0 $4.6M 0.05% +12K +30.5% $91.93
317 ADBE ADOBE INC Technology 13,094.0 $4.6M 0.05% +7K +119.8% $349.99 -27.0%
318 FESM FIDELITY COVINGTON TRUST 120,407.0 $4.5M 0.05% +67K +126.0% $37.78 +14.7%
319 VEU VANGUARD INTL EQUITY INDEX F 61,508.0 $4.5M 0.05% +31K +103.2% $73.56 +10.7%
320 CORZ CORE SCIENTIFIC INC NEW Technology 309,879.0 $4.5M 0.05% +82K +35.8% $14.56 +66.3%
Page 16 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%