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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 15 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ICVT ISHARES TR 2,326.0 $229K 0.00% NEW $98.48 +18.5%
282 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,050.0 $229K 0.00% NEW $218.02 -22.6%
283 DECW AIM ETF PRODUCTS TRUST 6,719.0 $228K 0.00% NEW $33.94 +4.0%
284 TLRY TILRAY BRANDS INC Healthcare 25,178.0 $227K 0.00% NEW $9.03 -42.4%
285 FTXN FIRST TR EXCHANGE TRADED FD 8,133.0 $227K 0.00% NEW $27.92 +33.4%
286 PCAR PACCAR INC Industrials 2,064.0 $226K 0.00% NEW $109.50 +0.8%
287 KVUE KENVUE INC Consumer Defensive 13,040.0 $225K 0.00% NEW $17.25 -0.2%
288 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 2,213.0 $224K 0.00% NEW $101.40 -32.3%
289 IT GARTNER INC Technology 884.0 $223K 0.00% NEW $252.28 -42.0%
290 BSCW INVESCO EXCH TRD SLF IDX FD 10,617.0 $222K 0.00% NEW $20.88 -2.3%
291 SJM SMUCKER J M CO Consumer Defensive 2,262.0 $221K 0.00% NEW $97.81 +4.5%
292 FSV FIRSTSERVICE CORP NEW Real Estate 1,419.0 $221K 0.00% NEW $155.53 -17.1%
293 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 13,887.0 $220K 0.00% NEW $15.86 +20.9%
294 IGLB ISHARES TR 4,362.0 $220K 0.00% NEW $50.45 -2.7%
295 DINO HF SINCLAIR CORP Energy 4,774.0 $220K 0.00% NEW $46.08 +49.0%
296 BSCU INVESCO EXCH TRD SLF IDX FD 12,974.0 $220K 0.00% NEW $16.92 -2.0%
297 BSCV INVESCO EXCH TRD SLF IDX FD 13,146.0 $219K 0.00% NEW $16.69 -2.3%
298 SPEM SPDR INDEX SHS FDS 4,684.0 $219K 0.00% NEW $46.81 +9.0%
299 SCCO SOUTHERN COPPER CORP Basic Materials 1,527.0 $219K 0.00% NEW $143.51 +22.6%
300 MCS MARCUS CORP DEL Communication Services 14,056.0 $218K 0.00% NEW $15.51 +13.7%
Page 15 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%