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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 37 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MPWR MONOLITHIC PWR SYS INC Technology 1,033.0 $936K 0.01% +442.0 +74.8% $906.27 +61.0%
722 VYMI VANGUARD WHITEHALL FDS 10,377.0 $934K 0.01% +746.0 +7.8% $89.99 +10.0%
723 FIDI FIDELITY COVINGTON TRUST 36,003.0 $933K 0.01% +11K +42.3% $25.91 +9.4%
724 EVRG EVERGY INC Utilities 12,844.0 $931K 0.01% +458.0 +3.7% $72.49 +14.5%
725 EXPD EXPEDITORS INTL WASH INC Industrials 6,238.0 $929K 0.01% +3K +78.6% $149.00 +5.3%
726 SDOG ALPS ETF TR 15,360.0 $929K 0.01% +880.0 +6.1% $60.47 +10.0%
727 KAPR INNOVATOR ETFS TRUST 26,108.0 $917K 0.01% +13K +100.0% $35.13 +8.5%
728 PNOV INNOVATOR ETFS TRUST 21,636.0 $904K 0.01% +1K +5.9% $41.78 +4.8%
729 NTAP NETAPP INC Technology 8,440.0 $904K 0.01% +5K +140.3% $107.10 +13.4%
730 ROBT FIRST TR EXCHANGE TRADED FD 17,420.0 $904K 0.01% +13K +335.2% $51.87 +2.9%
731 FXL FIRST TR EXCHANGE TRADED FD 5,356.0 $901K 0.01% +1K +38.3% $168.28 +12.7%
732 EA ELECTRONIC ARTS INC Communication Services 4,408.0 $901K 0.01% +2K +72.9% $204.32 -1.4%
733 FMHI FIRST TR EXCH TRADED FD III 18,747.0 $899K 0.01% +4K +30.4% $47.93 -0.8%
734 VTES VANGUARD WELLINGTON FD 8,760.0 $890K 0.01% +760.0 +9.5% $101.58 -0.9%
735 LPLA LPL FINL HLDGS INC Financial Services 2,472.0 $883K 0.01% +2K +179.3% $357.27 -18.7%
736 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 10,752.0 $882K 0.01% +3K +40.8% $82.02 -24.9%
737 CSL CARLISLE COS INC Industrials 2,754.0 $881K 0.01% +1K +94.2% $319.81 +1.0%
738 VOX VANGUARD WORLD FD 4,533.0 $878K 0.01% +705.0 +18.4% $193.63 +0.8%
739 FSMD FIDELITY COVINGTON TRUST 19,820.0 $875K 0.01% +1K +8.2% $44.13 +9.6%
740 SCHC SCHWAB STRATEGIC TR 19,209.0 $875K 0.01% +8K +76.1% $45.53 +9.0%
Page 37 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%