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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 9 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OKE ONEOK INC NEW Energy 147,386.0 $10.8M 0.12% +67K +84.1% $73.50 +23.9%
162 UPS UNITED PARCEL SERVICE INC Industrials 108,928.0 $10.8M 0.12% +54K +97.8% $99.19 -0.8%
163 VBR VANGUARD INDEX FDS 51,014.0 $10.8M 0.12% +1K +2.6% $211.79 +7.3%
164 VTEB VANGUARD MUN BD FDS 214,431.0 $10.8M 0.12% +96K +81.8% $50.29 -0.9%
165 PFE PFIZER INC Healthcare 431,720.0 $10.7M 0.12% +220K +103.6% $24.90 +3.4%
166 BNDX VANGUARD CHARLOTTE FDS 221,831.0 $10.7M 0.12% +55K +33.2% $48.32 -1.6%
167 CGMM CAPITAL GROUP EQUITY ETF TR 369,074.0 $10.6M 0.12% +60K +19.5% $28.84 +7.4%
168 BROS DUTCH BROS INC Consumer Cyclical 173,491.0 $10.6M 0.12% +2K +1.2% $61.22 -16.7%
169 GD GENERAL DYNAMICS CORP Industrials 30,873.0 $10.4M 0.12% +12K +61.1% $336.66 +1.2%
170 JAVA J P MORGAN EXCHANGE TRADED F 144,833.0 $10.4M 0.12% +76K +111.9% $71.72 +5.3%
171 LMT LOCKHEED MARTIN CORP Industrials 21,049.0 $10.2M 0.12% +7K +54.3% $483.67 +7.6%
172 EFV ISHARES TR 140,035.0 $10.0M 0.11% +58K +71.0% $71.41 +8.2%
173 CGCP CAPITAL GRP FIXED INCM ETF T 438,617.0 $9.9M 0.11% +148K +51.0% $22.64 -2.1%
174 BINC BLACKROCK ETF TRUST II 188,011.0 $9.9M 0.11% +62K +49.4% $52.77 -1.3%
175 MDT MEDTRONIC PLC Healthcare 103,116.0 $9.9M 0.11% +50K +93.8% $96.06 -19.9%
176 UNH UNITEDHEALTH GROUP INC Healthcare 29,995.0 $9.9M 0.11% +4K +16.9% $330.11 +20.9%
177 VKTX VIKING THERAPEUTICS INC Healthcare 281,052.0 $9.9M 0.11% +265K +1624.0% $35.18 -9.9%
178 PM PHILIP MORRIS INTL INC Consumer Defensive 61,116.0 $9.8M 0.11% +14K +28.6% $160.40 +19.6%
179 BLK BLACKROCK INC Financial Services 9,005.0 $9.6M 0.11% +2K +20.9% $1070.33 +1.1%
180 ITA ISHARES TR 44,806.0 $9.6M 0.11% +9K +25.6% $214.69 +1.1%
Page 9 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%