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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 23 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HOOD ROBINHOOD MKTS INC Financial Services 22,849.0 $2.6M 0.03% +5K +29.6% $113.10 -31.8%
442 FSIG FIRST TR EXCHANGE-TRADED FD 133,708.0 $2.6M 0.03% +11K +9.1% $19.19 -1.5%
443 BWXT BWX TECHNOLOGIES INC Industrials 14,736.0 $2.5M 0.03% +8K +128.2% $172.84 +16.8%
444 VTWG VANGUARD SCOTTSDALE FDS 10,736.0 $2.5M 0.03% +222.0 +2.1% $235.99 +10.5%
445 VBK VANGUARD INDEX FDS 8,359.0 $2.5M 0.03% +577.0 +7.4% $302.11 +10.7%
446 WMB WILLIAMS COS INC Energy 41,863.0 $2.5M 0.03% +5K +14.1% $60.11 +29.3%
447 KKR KKR & CO INC Financial Services 19,728.0 $2.5M 0.03% +11K +125.6% $127.48 -23.9%
448 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 17,462.0 $2.5M 0.03% +2K +13.9% $143.89 +19.7%
449 IJK ISHARES TR 25,861.0 $2.5M 0.03% +11K +71.2% $96.88 +13.2%
450 SYY SYSCO CORP Consumer Defensive 33,982.0 $2.5M 0.03% +8K +31.6% $73.69 -1.5%
451 DRI DARDEN RESTAURANTS INC Consumer Cyclical 13,598.0 $2.5M 0.03% +10K +313.9% $184.02 +6.4%
452 KEYS KEYSIGHT TECHNOLOGIES INC Technology 12,254.0 $2.5M 0.03% +573.0 +4.9% $203.19 +71.8%
453 EQIX EQUINIX INC Real Estate 3,241.0 $2.5M 0.03% +592.0 +22.4% $765.99 +38.3%
454 AUSF GLOBAL X FDS 53,039.0 $2.5M 0.03% +15K +37.6% $46.37 +5.4%
455 TMUS T-MOBILE US INC Communication Services 11,896.0 $2.4M 0.03% +172.0 +1.5% $203.03 -8.8%
456 ECL ECOLAB INC Basic Materials 9,159.0 $2.4M 0.03% +3K +38.2% $262.52 -5.7%
457 ARES ARES MANAGEMENT CORPORATION Financial Services 14,818.0 $2.4M 0.03% +7K +78.9% $161.63 -23.5%
458 IJJ ISHARES TR 18,184.0 $2.4M 0.03% +8K +70.6% $131.59 +5.3%
459 VIS VANGUARD WORLD FD 7,952.0 $2.4M 0.03% +786.0 +11.0% $298.39 +11.5%
460 PTNQ PACER FDS TR 29,840.0 $2.3M 0.03% +1K +4.5% $78.65 +8.1%
Page 23 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%