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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 43 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 PEO ADAM NAT RES FD INC Financial Services 29,253.0 $636K 0.01% +5K +21.0% $21.74 +23.4%
842 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,645.0 $634K 0.01% +4K +91.8% $82.99 -43.2%
843 ATI ATI INC Industrials 5,510.0 $632K 0.01% +1K +30.1% $114.76 +30.4%
844 NUEM NUSHARES ETF TR 17,628.0 $627K 0.01% +8K +87.0% $35.58 +13.5%
845 VLUE ISHARES TR 4,574.0 $625K 0.01% +2K +71.9% $136.74 +30.2%
846 CNXC CONCENTRIX CORP Technology 14,993.0 $623K 0.01% +9K +131.0% $41.58 -42.4%
847 KRE SPDR SERIES TRUST 9,603.0 $622K 0.01% +5K +101.2% $64.81 +4.8%
848 IRM IRON MTN INC DEL Real Estate 7,411.0 $615K 0.01% +2K +34.2% $82.95 +50.8%
849 FEMB FIRST TR EXCH TRADED FD III 20,480.0 $610K 0.01% +5K +34.8% $29.80 -2.4%
850 VTWO VANGUARD SCOTTSDALE FDS 6,124.0 $610K 0.01% +1K +31.0% $99.53 +12.0%
851 EFX EQUIFAX INC Industrials 2,808.0 $609K 0.01% +1K +86.5% $216.98 -27.0%
852 PPL PPL CORP Utilities 17,367.0 $608K 0.01% +8K +82.8% $35.02 -0.4%
853 HSBC HSBC HLDGS PLC Financial Services 7,718.0 $607K 0.01% +3K +48.6% $78.68 +12.3%
854 KHC KRAFT HEINZ CO Consumer Defensive 24,873.0 $603K 0.01% +6K +32.2% $24.25 -5.5%
855 DNOV FIRST TR EXCHNG TRADED FD VI 12,226.0 $597K 0.01% +572.0 +4.9% $48.84 +3.8%
856 HYMB SPDR SERIES TRUST 23,909.0 $596K 0.01% +6K +33.1% $24.94 -0.5%
857 HIMS HIMS & HERS HEALTH INC Healthcare 18,199.0 $591K 0.01% +4K +30.1% $32.47 -22.9%
858 KNSL KINSALE CAP GROUP INC Financial Services 1,506.0 $589K 0.01% +476.0 +46.2% $391.16 -20.4%
859 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 25,198.0 $587K 0.01% +9K +51.5% $23.31 -5.5%
860 PUK PRUDENTIAL PLC Financial Services 18,830.0 $586K 0.01% +8K +70.5% $31.12 -1.7%
Page 43 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%