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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 35 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 8,270.0 $1.0M 0.01% +5K +134.0% $125.87 -42.7%
682 BLBD BLUE BIRD CORP Consumer Cyclical 22,076.0 $1.0M 0.01% +12K +121.8% $47.00 +37.6%
683 XHYF BONDBLOXX ETF TRUST 27,374.0 $1.0M 0.01% +13K +87.8% $37.90 -2.4%
684 MUNI PIMCO ETF TR 19,783.0 $1.0M 0.01% +810.0 +4.3% $52.41 -1.0%
685 WRB BERKLEY W R CORP Financial Services 14,754.0 $1.0M 0.01% +12K +392.8% $70.12 -1.9%
686 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 81,966.0 $1.0M 0.01% +47K +136.2% $12.60 -6.3%
687 PHG KONINKLIJKE PHILIPS N V Healthcare 38,087.0 $1.0M 0.01% +11K +40.8% $27.08 -3.8%
688 FDD FIRST TR EXCHANGE-TRADED FD 58,551.0 $1.0M 0.01% +25K +77.0% $17.50 +10.6%
689 TER TERADYNE INC Technology 5,260.0 $1.0M 0.01% +3K +188.5% $193.55 +65.9%
690 WDAY WORKDAY INC Technology 4,727.0 $1.0M 0.01% +2K +68.3% $214.78 -40.0%
691 ENTERGY CORP NEW 10,932.0 $1.0M 0.01% +276.0 +2.6% $92.43
692 GWW WW GRAINGER INC Industrials 1,000.0 $1.0M 0.01% +424.0 +73.6% $1009.29 +25.3%
693 SOMNIGROUP INTERNATIONAL INC 11,249.0 $1.0M 0.01% +9K +332.3% $89.28
694 AVY AVERY DENNISON CORP Industrials 5,514.0 $1.0M 0.01% +400.0 +7.8% $181.88 -15.2%
695 SPYI NEOS ETF TRUST 19,023.0 $999K 0.01% +2K +8.8% $52.53 +1.5%
696 SLB SLB LIMITED Energy 26,020.0 $999K 0.01% +11K +78.2% $38.38 +48.9%
697 CBRE CBRE GROUP INC Real Estate 6,180.0 $994K 0.01% +3K +77.0% $160.76 -20.3%
698 AMT AMERICAN TOWER CORP NEW Real Estate 5,651.0 $992K 0.01% +2K +69.0% $175.58 +4.2%
699 VONV VANGUARD SCOTTSDALE FDS 10,745.0 $992K 0.01% +4K +55.6% $92.30 +10.1%
700 SNY SANOFI SA Healthcare 20,408.0 $989K 0.01% +8K +61.5% $48.46 -10.2%
Page 35 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%