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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 18 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DFAS DIMENSIONAL ETF TRUST 57,785.0 $4.0M 0.05% +4K +7.7% $69.67 +8.9%
342 VST VISTRA CORP Utilities 24,902.0 $4.0M 0.05% +22K +745.6% $161.33 -13.4%
343 BKLN INVESCO EXCH TRADED FD TR II 190,684.0 $4.0M 0.05% +24K +14.4% $21.00 -2.3%
344 TSCO TRACTOR SUPPLY CO Consumer Cyclical 79,293.0 $4.0M 0.04% +21K +36.3% $50.01 -38.9%
345 CIBR FIRST TR EXCHANGE TRADED FD 54,946.0 $3.9M 0.04% +5K +10.8% $71.45 +13.3%
346 USB US BANCORP DEL Financial Services 72,828.0 $3.9M 0.04% +7K +11.1% $53.36 -0.4%
347 PKG PACKAGING CORP AMER Consumer Cyclical 18,841.0 $3.9M 0.04% +13K +243.9% $206.23 +2.8%
348 PYLD PIMCO ETF TR 144,932.0 $3.9M 0.04% +79K +121.4% $26.68 -1.8%
349 LEN LENNAR CORP Consumer Cyclical 37,384.0 $3.8M 0.04% +27K +249.3% $102.80 -19.9%
350 TBIL RBB FD INC 76,863.0 $3.8M 0.04% +10K +15.2% $49.88 +0.1%
351 WBD WARNER BROS DISCOVERY INC Communication Services 132,833.0 $3.8M 0.04% +111K +521.0% $28.82 -6.4%
352 BR BROADRIDGE FINL SOLUTIONS IN Technology 17,046.0 $3.8M 0.04% +6K +51.4% $223.17 -32.5%
353 STWD STARWOOD PPTY TR INC Real Estate 210,699.0 $3.8M 0.04% +25K +13.3% $18.01 -5.4%
354 RF REGIONS FINANCIAL CORP NEW Financial Services 139,028.0 $3.8M 0.04% +18K +15.0% $27.10 -1.6%
355 RWL INVESCO EXCH TRADED FD TR II 32,725.0 $3.7M 0.04% +13K +63.8% $114.50 +9.2%
356 SOFI SOFI TECHNOLOGIES INC Financial Services 142,936.0 $3.7M 0.04% +5K +3.9% $26.18 -40.4%
357 CL COLGATE PALMOLIVE CO Consumer Defensive 47,317.0 $3.7M 0.04% +20K +76.3% $79.02 +13.8%
358 NXPI NXP SEMICONDUCTORS N V Technology 17,214.0 $3.7M 0.04% +4K +27.3% $217.06 +34.3%
359 DFAU DIMENSIONAL ETF TRUST 79,560.0 $3.7M 0.04% +32K +66.7% $46.80 +8.2%
360 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 22,970.0 $3.7M 0.04% +5K +31.2% $161.96 -4.7%
Page 18 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%