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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 25 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 58,100.0 $2.1M 0.02% +16K +36.8% $37.00 -9.6%
482 CEG CONSTELLATION ENERGY CORP Utilities 6,080.0 $2.1M 0.02% +1K +30.6% $353.27 -26.7%
483 AOR ISHARES TR 32,929.0 $2.1M 0.02% +3K +9.8% $65.01 +4.3%
484 POOL POOL CORP Industrials 9,313.0 $2.1M 0.02% +913.0 +10.9% $228.76 -21.7%
485 CAH CARDINAL HEALTH INC Healthcare 10,320.0 $2.1M 0.02% +2K +23.7% $205.51 -2.6%
486 DEO DIAGEO PLC Consumer Defensive 24,337.0 $2.1M 0.02% +8K +51.8% $86.27 -2.8%
487 SPSM SPDR SERIES TRUST 44,616.0 $2.1M 0.02% +33K +289.4% $46.86 +10.5%
488 CADENCE BANK 48,655.0 $2.1M 0.02% +22K +79.6% $42.84
489 EOG EOG RES INC Energy 19,745.0 $2.1M 0.02% +8K +66.4% $105.01 +36.5%
490 ROP ROPER TECHNOLOGIES INC Industrials 4,623.0 $2.1M 0.02% +238.0 +5.4% $445.17 -25.4%
491 NVS NOVARTIS AG Healthcare 14,815.0 $2.0M 0.02% +4K +36.6% $137.87 +8.5%
492 TAFM AB ACTIVE ETFS INC 80,187.0 $2.0M 0.02% +15K +23.2% $25.42 -0.8%
493 CDNS CADENCE DESIGN SYSTEM INC Technology 6,509.0 $2.0M 0.02% +5K +313.8% $312.60 +9.8%
494 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,122.0 $2.0M 0.02% +7K +57.4% $100.89 -5.2%
495 CTVA CORTEVA INC Basic Materials 30,281.0 $2.0M 0.02% +5K +20.1% $67.03 +19.0%
496 PDEC INNOVATOR ETFS TRUST 46,259.0 $2.0M 0.02% +2K +4.7% $43.38 +4.7%
497 QQQI NEOS ETF TRUST 36,959.0 $2.0M 0.02% +4K +13.6% $53.86 +4.4%
498 REGN REGENERON PHARMACEUTICALS Healthcare 2,560.0 $2.0M 0.02% +753.0 +41.7% $771.82 -19.7%
499 PHM PULTE GROUP INC Consumer Cyclical 16,753.0 $2.0M 0.02% +10K +166.5% $117.26 -7.3%
500 PNC PNC FINL SVCS GROUP INC Financial Services 9,400.0 $2.0M 0.02% +3K +43.6% $208.72 +1.4%
Page 25 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%