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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 12 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BSM BLACK STONE MINERALS L P Energy 20,427.0 $271K 0.00% NEW $13.29 +4.8%
222 ESAB ESAB CORPORATION Industrials 2,428.0 $271K 0.00% NEW $111.72 -20.3%
223 JGRO J P MORGAN EXCHANGE TRADED F 2,913.0 $270K 0.00% NEW $92.81 +4.5%
224 SPHB INVESCO EXCH TRADED FD TR II 2,304.0 $269K 0.00% NEW $116.95 +18.4%
225 UBSI UNITED BANKSHARES INC WEST V Financial Services 7,014.0 $269K 0.00% NEW $38.40 +9.8%
226 CRL CHARLES RIV LABS INTL INC Healthcare 1,339.0 $267K 0.00% NEW $199.48 -24.9%
227 BAR GRANITESHARES GOLD TR Financial Services 6,286.0 $267K 0.00% NEW $42.49 +5.8%
228 ON ON SEMICONDUCTOR CORP Technology 4,913.0 $266K 0.00% NEW $54.15 +110.7%
229 LYFT LYFT INC Technology 13,640.0 $264K 0.00% NEW $19.37 -32.2%
230 MAA MID-AMER APT CMNTYS INC Real Estate 1,896.0 $263K 0.00% NEW $138.97 -8.8%
231 ACWI ISHARES TR 1,850.0 $262K 0.00% NEW $141.52 +9.1%
232 GPIQ GOLDMAN SACHS ETF TR 4,943.0 $261K 0.00% NEW $52.87 +8.6%
233 BSCT INVESCO EXCH TRD SLF IDX FD 13,725.0 $259K 0.00% NEW $18.84 -1.6%
234 PERIMETER SOLUTIONS INC 9,333.0 $257K 0.00% NEW $27.53
235 CAVA CAVA GROUP INC Consumer Cyclical 4,377.0 $257K 0.00% NEW $58.70 +33.3%
236 RIOT RIOT PLATFORMS INC Financial Services 20,259.0 $257K 0.00% NEW $12.67 +82.2%
237 BALL BALL CORP Consumer Cyclical 4,823.0 $255K 0.00% NEW $52.97 +5.2%
238 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 8,172.0 $255K 0.00% NEW $31.21 +11.3%
239 CIFR CIPHER MINING INC Financial Services 17,228.0 $254K 0.00% NEW $14.76 +31.9%
240 MOD MODINE MFG CO Consumer Cyclical 1,904.0 $254K 0.00% NEW $133.51 +101.4%
Page 12 of 19  ·  380 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%