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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 51 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 QQEW FIRST TR EXCHANGE-TRADED FD 2,229.0 $317K 0.00% +175.0 +8.5% $142.11 +2.0%
1002 FAUG FIRST TR EXCHNG TRADED FD VI 5,979.0 $317K 0.00% +813.0 +15.7% $52.95 +5.1%
1003 LW LAMB WESTON HLDGS INC Consumer Defensive 7,549.0 $316K 0.00% +2K +45.0% $41.89 +5.2%
1004 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,612.0 $316K 0.00% +2K +33.0% $47.74 -4.7%
1005 PLTM GRANITESHARES PLATINUM TR Financial Services 15,972.0 $315K 0.00% +6K +59.7% $19.73 -4.0%
1006 QHY WISDOMTREE TR 6,779.0 $315K 0.00% +423.0 +6.7% $46.44 -1.6%
1007 PLNT PLANET FITNESS INC Consumer Cyclical 2,897.0 $314K 0.00% +51.0 +1.8% $108.47 -51.5%
1008 FEX FIRST TR EXCHANGE-TRADED ALP 2,647.0 $314K 0.00% +298.0 +12.7% $118.64 +9.2%
1009 GOOGL CALL ALPHABET INC Communication Services 1,000.0 $313K 0.00% +900.0 +900.0% $313.00 +26.8%
1010 MUST COLUMBIA ETF TR I 15,165.0 $313K 0.00% +2K +11.1% $20.61 -0.8%
1011 PTIN PACER FDS TR 9,917.0 $312K 0.00% +405.0 +4.3% $31.45 +12.5%
1012 ARKF ARK ETF TR 6,495.0 $309K 0.00% +112.0 +1.8% $47.63 -14.6%
1013 RNST RENASANT CORP Financial Services 8,658.0 $305K 0.00% +2K +37.8% $35.22 +11.1%
1014 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,102.0 $303K 0.00% +311.0 +39.3% $275.17 +10.1%
1015 DHS WISDOMTREE TR 2,971.0 $303K 0.00% +450.0 +17.9% $101.82 +9.6%
1016 FEBW AIM ETF PRODUCTS TRUST 8,904.0 $302K 0.00% +129.0 +1.5% $33.96 +3.7%
1017 MMU WESTERN ASSET MANAGED MUNS F Financial Services 28,914.0 $302K 0.00% +9K +41.7% $10.44 -3.7%
1018 S SENTINELONE INC Technology 20,102.0 $302K 0.00% +5K +34.5% $15.00 +12.4%
1019 BSCR INVESCO EXCH TRD SLF IDX FD 15,267.0 $301K 0.00% +4K +37.9% $19.74 -0.7%
1020 KTF DWS MUN INCOME TR NEW Financial Services 33,150.0 $301K 0.00% +1K +3.1% $9.09 -1.5%
Page 51 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%