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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 50 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 XAR SPDR SERIES TRUST 1,450.0 $350K 0.00% +72.0 +5.2% $241.23 +8.0%
982 NTNX NUTANIX INC Technology 6,763.0 $350K 0.00% +2K +37.0% $51.69 -11.9%
983 SCHM SCHWAB STRATEGIC TR 11,568.0 $348K 0.00% +2K +25.1% $30.07 +12.9%
984 RL RALPH LAUREN CORP Consumer Cyclical 973.0 $344K 0.00% +154.0 +18.8% $353.67 -5.5%
985 IYF ISHARES TR 2,646.0 $341K 0.00% +993.0 +60.1% $128.95 -5.6%
986 EIPI FIRST TR EXCHNG TRADED FD VI 17,010.0 $338K 0.00% +1K +7.8% $19.87 +13.2%
987 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 31,174.0 $338K 0.00% +188.0 +0.6% $10.83 -7.7%
988 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,348.0 $333K 0.00% +2K +49.3% $52.41 +33.7%
989 ARW ARROW ELECTRS INC Technology 3,015.0 $332K 0.00% +151.0 +5.3% $110.18 +89.1%
990 FJAN FIRST TR EXCHNG TRADED FD VI 6,353.0 $329K 0.00% +1K +26.9% $51.75 +5.1%
991 SKY CHAMPION HOMES INC Consumer Cyclical 3,871.0 $327K 0.00% +383.0 +11.0% $84.50 -17.6%
992 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 8,929.0 $326K 0.00% +2K +27.7% $36.49 +0.9%
993 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,354.0 $324K 0.00% +2K +37.9% $38.73 -9.7%
994 BXSL BLACKSTONE SECD LENDING FD Financial Services 12,272.0 $323K 0.00% +4K +44.2% $26.33 -8.8%
995 ELF E L F BEAUTY INC Consumer Defensive 4,246.0 $323K 0.00% +1K +39.4% $76.04 -27.1%
996 EQT EQT CORP Energy 6,010.0 $322K 0.00% +1K +23.0% $53.60 +5.6%
997 URA GLOBAL X FDS 7,498.0 $320K 0.00% +904.0 +13.7% $42.73 +16.7%
998 VMO INVESCO MUN OPPORTUNITY TR Financial Services 33,474.0 $320K 0.00% +2K +7.8% $9.57 -0.4%
999 TRGP TARGA RES CORP Energy 1,730.0 $319K 0.00% +453.0 +35.5% $184.45 +45.0%
1000 BEN FRANKLIN RESOURCES INC Financial Services 13,265.0 $317K 0.00% +3K +25.8% $23.89 +33.2%
Page 50 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%