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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 48 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FMAY FIRST TR EXCHNG TRADED FD VI 7,936.0 $424K 0.01% +190.0 +2.5% $53.45 +4.1%
942 IWN ISHARES TR 2,327.0 $422K 0.01% +1K +93.0% $181.22 +13.7%
943 JOBY JOBY AVIATION INC Industrials 31,919.0 $421K 0.01% +6K +23.2% $13.20 -19.4%
944 JIRE J P MORGAN EXCHANGE TRADED F 5,543.0 $415K 0.01% +548.0 +11.0% $74.88 +5.1%
945 VTRS VIATRIS INC Healthcare 32,863.0 $409K 0.01% +3K +9.6% $12.45 +38.6%
946 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 37,466.0 $407K 0.01% +636.0 +1.7% $10.87 -1.0%
947 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 49,695.0 $403K 0.01% +479.0 +1.0% $8.11 -4.1%
948 CPNG COUPANG INC Consumer Cyclical 17,054.0 $402K 0.01% +8K +80.5% $23.59 -29.7%
949 DISV DIMENSIONAL ETF TRUST 10,461.0 $398K 0.01% +461.0 +4.6% $38.00 +9.8%
950 DDOG DATADOG INC Technology 2,922.0 $397K 0.01% +889.0 +43.7% $135.99 +49.2%
951 DXCM DEXCOM INC Healthcare 5,960.0 $396K 0.01% +2K +46.7% $66.37 -12.9%
952 WES WESTERN MIDSTREAM PARTNERS L Energy 9,947.0 $393K 0.00% +4K +59.1% $39.50 +16.1%
953 DFAE DIMENSIONAL ETF TRUST 12,022.0 $392K 0.00% +5K +68.8% $32.57 +18.2%
954 MODL VICTORY PORTFOLIOS II 8,239.0 $392K 0.00% +3K +55.4% $47.52 +5.1%
955 ESGD ISHARES TR 4,088.0 $389K 0.00% +1K +40.4% $95.09 +5.7%
956 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,399.0 $386K 0.00% +68.0 +5.1% $276.10 +9.2%
957 BOKF BOK FINL CORP Financial Services 3,253.0 $385K 0.00% +44.0 +1.4% $118.46 +6.7%
958 DVOL FIRST TR EXCHANGE-TRADED FD 10,985.0 $385K 0.00% +3K +45.5% $35.03 +3.8%
959 SUSA ISHARES TR 2,740.0 $382K 0.00% +89.0 +3.4% $139.33 +7.4%
960 IGV ISHARES TR 3,598.0 $380K 0.00% +128.0 +3.7% $105.69 -13.2%
Page 48 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%