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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 4 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCIT VANGUARD SCOTTSDALE FDS 313,071.0 $26.2M 0.30% +21K +7.3% $83.75 -2.1%
62 GS GOLDMAN SACHS GROUP INC Financial Services 29,601.0 $26.0M 0.30% +16K +121.5% $879.00 +10.2%
63 VYM VANGUARD WHITEHALL FDS 180,798.0 $25.9M 0.29% +15K +9.2% $143.52 +8.5%
64 SPYV SPDR SERIES TRUST 449,234.0 $25.5M 0.29% +245K +120.0% $56.81 +5.4%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 83,530.0 $24.7M 0.28% +28K +50.2% $296.21 -26.3%
66 MRK MERCK & CO INC Healthcare 233,480.0 $24.6M 0.28% +138K +143.7% $105.26 +7.7%
67 KO COCA COLA CO Consumer Defensive 351,342.0 $24.6M 0.28% +123K +53.8% $69.91 +15.1%
68 IVE ISHARES TR 113,637.0 $24.1M 0.27% +49K +76.6% $212.07 +5.4%
69 TOTL SSGA ACTIVE ETF TR 582,684.0 $23.5M 0.27% +138K +31.1% $40.25 -2.7%
70 PG PROCTER AND GAMBLE CO Consumer Defensive 163,287.0 $23.4M 0.27% +41K +33.0% $143.31 -0.4%
71 RDVY FIRST TR EXCHANGE TRADED FD 328,333.0 $22.8M 0.26% +56K +20.6% $69.47 +6.0%
72 CVX CHEVRON CORP NEW Energy 147,432.0 $22.5M 0.26% +26K +21.8% $152.41 +22.5%
73 QUAL ISHARES TR 111,127.0 $22.1M 0.25% +32K +40.3% $198.62 +6.0%
74 NFLX NETFLIX INC Communication Services 230,717.0 $21.6M 0.25% +213K +1238.4% $93.76 -7.3%
75 CAT CATERPILLAR INC Industrials 37,741.0 $21.6M 0.25% +14K +61.9% $572.86 +55.1%
76 SHY ISHARES TR 259,905.0 $21.5M 0.24% +57K +27.9% $82.82 -0.9%
77 VZ VERIZON COMMUNICATIONS INC Communication Services 528,459.0 $21.5M 0.24% +277K +110.4% $40.73 +15.5%
78 IEF ISHARES TR 223,259.0 $21.5M 0.24% +76K +52.1% $96.16 -2.8%
79 IWR ISHARES TR 220,505.0 $21.2M 0.24% +203K +1138.0% $96.27 +7.7%
80 CB CHUBB LIMITED Financial Services 67,846.0 $21.2M 0.24% +44K +184.0% $312.12 +3.9%
Page 4 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%