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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 44 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PSTG PURE STORAGE INC Technology 8,736.0 $585K 0.01% +750.0 +9.4% $67.01 +30.3%
862 JMST J P MORGAN EXCHANGE TRADED F 11,489.0 $585K 0.01% +3K +38.7% $50.94 -0.1%
863 AMCX AMC NETWORKS INC Communication Services 61,150.0 $582K 0.01% +35K +134.0% $9.52 -12.3%
864 AER AERCAP HOLDINGS NV Industrials 4,043.0 $581K 0.01% +239.0 +6.3% $143.75 -2.8%
865 IGF ISHARES TR 9,470.0 $581K 0.01% +235.0 +2.5% $61.36 +8.6%
866 PPA INVESCO EXCHANGE TRADED FD T 3,682.0 $577K 0.01% +318.0 +9.4% $156.62 +6.3%
867 OGE OGE ENERGY CORP Utilities 13,477.0 $575K 0.01% +200.0 +1.5% $42.70 +8.4%
868 EXC EXELON CORP Utilities 13,183.0 $575K 0.01% +1K +9.2% $43.59 -0.5%
869 ESS ESSEX PPTY TR INC Real Estate 2,188.0 $573K 0.01% +161.0 +7.9% $261.69 +2.1%
870 DFIV DIMENSIONAL ETF TRUST 11,406.0 $569K 0.01% +991.0 +9.5% $49.90 +11.0%
871 CFG CITIZENS FINL GROUP INC Financial Services 9,596.0 $560K 0.01% +5K +95.4% $58.41 +4.7%
872 IEUR ISHARES TR 7,876.0 $559K 0.01% +3K +68.8% $70.99 +4.7%
873 STAG STAG INDL INC Real Estate 15,016.0 $552K 0.01% +4K +39.6% $36.76 +2.7%
874 UAL UNITED AIRLS HLDGS INC Industrials 4,927.0 $551K 0.01% +676.0 +15.9% $111.82 -17.0%
875 PPG PPG INDS INC Basic Materials 5,313.0 $544K 0.01% +95.0 +1.8% $102.46 +0.2%
876 FIRST TR EXCH TRADED FD III 25,360.0 $544K 0.01% +2K +9.2% $21.46
877 SCHI SCHWAB STRATEGIC TR 23,666.0 $544K 0.01% +6K +34.9% $22.97 -2.3%
878 FJUN FIRST TR EXCHNG TRADED FD VI 9,521.0 $543K 0.01% +1K +14.4% $57.06 +4.2%
879 DOC HEALTHPEAK PROPERTIES INC Real Estate 33,680.0 $542K 0.01% +1K +4.3% $16.08 +20.4%
880 FIW FIRST TR EXCHANGE-TRADED FD 4,962.0 $539K 0.01% +1K +27.0% $108.64 -7.0%
Page 44 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%