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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 33 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ACAD ACADIA PHARMACEUTICALS INC Healthcare 43,457.0 $1.2M 0.01% +27K +168.2% $26.71 -21.6%
642 FALN ISHARES TR 42,506.0 $1.2M 0.01% +15K +54.3% $27.30 -1.4%
643 MTGP WISDOMTREE TR 25,909.0 $1.2M 0.01% +199.0 +0.8% $44.54 -1.5%
644 MPLX MPLX LP Energy 21,593.0 $1.2M 0.01% +9K +65.7% $53.37 +4.2%
645 MKL MARKEL GROUP INC Financial Services 527.0 $1.1M 0.01% +50.0 +10.5% $2147.61 -13.4%
646 ILMN ILLUMINA INC Healthcare 8,493.0 $1.1M 0.01% +2K +23.8% $131.16 +8.0%
647 FORTINET INC 13,983.0 $1.1M 0.01% +2K +12.2% $79.41
648 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,275.0 $1.1M 0.01% +1K +137.7% $487.25 +16.3%
649 KR KROGER CO Consumer Defensive 17,724.0 $1.1M 0.01% +8K +90.0% $62.48 +13.0%
650 CLH CLEAN HARBORS INC Industrials 4,700.0 $1.1M 0.01% +3K +209.4% $234.48 +24.5%
651 IWB ISHARES TR 2,939.0 $1.1M 0.01% +2K +217.0% $373.36 +8.2%
652 NGG NATIONAL GRID PLC Utilities 14,168.0 $1.1M 0.01% +6K +83.0% $77.35 +8.8%
653 NUE NUCOR CORP Basic Materials 6,702.0 $1.1M 0.01% +910.0 +15.7% $163.10 +35.9%
654 GUNR FLEXSHARES TR 23,814.0 $1.1M 0.01% +864.0 +3.8% $45.85 +18.5%
655 BOXX EA SERIES TRUST 9,486.0 $1.1M 0.01% +6K +188.6% $115.10 +1.5%
656 DOCN DIGITALOCEAN HLDGS INC Technology 22,658.0 $1.1M 0.01% +14K +148.9% $48.12 +211.8%
657 SUB ISHARES TR 10,205.0 $1.1M 0.01% +3K +39.9% $106.71 -0.5%
658 AEM AGNICO EAGLE MINES LTD Basic Materials 6,405.0 $1.1M 0.01% +5K +298.8% $169.56 +5.1%
659 EXLS EXLSERVICE HOLDINGS INC Technology 25,562.0 $1.1M 0.01% +11K +77.7% $42.44 -31.7%
660 NRG NRG ENERGY INC Utilities 6,809.0 $1.1M 0.01% +2K +28.4% $159.24 -22.3%
Page 33 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%