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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 8 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GEV GE VERNOVA INC Utilities 19,791.0 $12.9M 0.15% +11K +136.6% $653.58 +66.9%
142 DIS DISNEY WALT CO Communication Services 112,188.0 $12.8M 0.14% +43K +62.0% $113.77 -7.3%
143 AMGN AMGEN INC Healthcare 38,933.0 $12.7M 0.14% +12K +46.5% $327.31 -0.3%
144 CGMS CAPITAL GRP FIXED INCM ETF T 457,239.0 $12.6M 0.14% +220K +93.0% $27.62 -1.0%
145 XLY SELECT SECTOR SPDR TR 105,707.0 $12.6M 0.14% +63K +149.1% $119.41 -2.4%
146 LGOV FIRST TR EXCHANGE-TRADED FD 564,951.0 $12.3M 0.14% +517K +1085.2% $21.83 -3.4%
147 DFAI DIMENSIONAL ETF TRUST 320,305.0 $12.2M 0.14% +233K +266.6% $38.11 +7.1%
148 DAL DELTA AIR LINES INC DEL Industrials 175,400.0 $12.2M 0.14% +128K +269.1% $69.40 +3.1%
149 XLU SELECT SECTOR SPDR TR 284,216.0 $12.1M 0.14% +184K +184.7% $42.69 +2.8%
150 C CITIGROUP INC Financial Services 103,370.0 $12.1M 0.14% +50K +94.5% $116.69 +5.8%
151 XLG INVESCO EXCHANGE TRADED FD T 202,337.0 $12.0M 0.14% +46K +29.7% $59.28 +7.2%
152 ADP AUTOMATIC DATA PROCESSING IN Industrials 46,617.0 $12.0M 0.14% +9K +25.2% $257.23 -16.6%
153 MPC MARATHON PETE CORP Energy 72,692.0 $11.8M 0.14% +57K +377.7% $162.63 +53.0%
154 LHX L3HARRIS TECHNOLOGIES INC Industrials 39,298.0 $11.5M 0.13% +9K +30.6% $293.57 +4.8%
155 ABBV CALL ABBVIE INC Healthcare 49,400.0 $11.3M 0.13% +26K +108.4% $228.49 -7.9%
156 SBUX STARBUCKS CORP Consumer Cyclical 133,337.0 $11.2M 0.13% +27K +25.0% $84.21 +26.4%
157 ABT ABBOTT LABS Healthcare 88,784.0 $11.1M 0.13% +17K +23.9% $125.29 -32.6%
158 T AT&T INC Communication Services 447,159.0 $11.1M 0.13% +89K +24.7% $24.84 -0.7%
159 URI UNITED RENTALS INC Industrials 13,705.0 $11.1M 0.13% +13K +2287.6% $809.29 +20.2%
160 HON HONEYWELL INTL INC Industrials 56,713.0 $11.1M 0.13% +20K +52.5% $195.09 +11.6%
Page 8 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%