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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 19 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MAR MARRIOTT INTL INC NEW Consumer Cyclical 11,977.0 $3.7M 0.04% +4K +44.5% $310.24 +13.8%
362 HYLS FIRST TR EXCHANGE-TRADED FD 87,777.0 $3.7M 0.04% +11K +13.6% $41.86 -2.4%
363 RJF RAYMOND JAMES FINL INC Financial Services 22,827.0 $3.7M 0.04% +8K +56.7% $160.59 -4.0%
364 HEFA ISHARES TR 88,103.0 $3.6M 0.04% +26K +42.2% $41.36 +8.0%
365 LVHI LEGG MASON ETF INVT 97,636.0 $3.6M 0.04% +12K +14.1% $36.82 +12.2%
366 DLR DIGITAL RLTY TR INC Real Estate 23,199.0 $3.6M 0.04% +2K +10.1% $154.71 +21.8%
367 SHLD GLOBAL X FDS 55,326.0 $3.6M 0.04% +14K +35.0% $64.79 -1.8%
368 SDY SPDR SERIES TRUST 25,576.0 $3.6M 0.04% +1K +5.8% $139.16 +6.2%
369 BLV VANGUARD BD INDEX FDS 51,067.0 $3.6M 0.04% +4K +9.0% $69.52 -3.5%
370 WEC WEC ENERGY GROUP INC Utilities 33,646.0 $3.5M 0.04% +5K +16.2% $105.46 +3.5%
371 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 5,876.0 $3.5M 0.04% +5K +719.5% $603.27 +9.1%
372 ALL ALLSTATE CORP Financial Services 17,013.0 $3.5M 0.04% +3K +23.6% $208.14 +4.4%
373 BDX BECTON DICKINSON & CO Healthcare 17,834.0 $3.5M 0.04% +4K +30.8% $194.07 -26.6%
374 TCAF T ROWE PRICE ETF INC 89,806.0 $3.4M 0.04% +18K +24.5% $38.22 +4.7%
375 CMCSA COMCAST CORP NEW Communication Services 114,791.0 $3.4M 0.04% +36K +46.3% $29.89 -16.6%
376 AFLG FIRST TR EXCHNG TRADED FD VI 87,328.0 $3.4M 0.04% +51K +138.4% $39.10 +9.9%
377 FTSM FIRST TR EXCHANGE-TRADED FD 56,557.0 $3.4M 0.04% +38K +210.7% $59.93 -0.1%
378 SPDW SPDR INDEX SHS FDS 76,151.0 $3.4M 0.04% +18K +31.8% $44.41 +11.5%
379 SWK STANLEY BLACK & DECKER INC Industrials 45,517.0 $3.4M 0.04% +35K +349.4% $74.28 +1.2%
380 DDIV FIRST TR EXCHANGE TRADED FD 79,655.0 $3.3M 0.04% +45K +132.0% $41.54 +8.3%
Page 19 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%