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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $5.8B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1497 New
Page 16 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NSC NORFOLK SOUTHN CORP Industrials 12,285.0 $3.7M 0.06% NEW $300.40 +5.2%
302 VXF VANGUARD INDEX FDS 17,614.0 $3.7M 0.06% NEW $209.34 +7.0%
303 DFAS DIMENSIONAL ETF TRUST 53,681.0 $3.7M 0.06% NEW $68.46 +10.8%
304 DLR DIGITAL RLTY TR INC Real Estate 21,072.0 $3.6M 0.06% NEW $172.88 +9.0%
305 MU MICRON TECHNOLOGY INC Technology 21,747.0 $3.6M 0.06% NEW $167.32 +333.1%
306 SOFI SOFI TECHNOLOGIES INC Financial Services 137,612.0 $3.6M 0.06% NEW $26.42 -40.9%
307 RSG REPUBLIC SVCS INC Industrials 15,715.0 $3.6M 0.06% NEW $229.48 -9.2%
308 STWD STARWOOD PPTY TR INC Real Estate 186,030.0 $3.6M 0.06% NEW $19.37 -12.0%
309 COF CAPITAL ONE FINL CORP Financial Services 16,924.0 $3.6M 0.06% NEW $212.58 -12.0%
310 PEP PUT PEPSICO INC Consumer Defensive 25,600.0 $3.6M 0.06% NEW $140.44 +6.2%
311 MET METLIFE INC Financial Services 43,489.0 $3.6M 0.06% NEW $82.37 -3.1%
312 SHEL SHELL PLC Energy 49,784.0 $3.6M 0.06% NEW $71.53 +19.3%
313 MSI MOTOROLA SOLUTIONS INC Technology 7,781.0 $3.6M 0.06% NEW $457.29 -14.0%
314 KMI KINDER MORGAN INC DEL Energy 125,621.0 $3.6M 0.06% NEW $28.31 +18.8%
315 BAI BLACKROCK ETF TRUST 102,634.0 $3.5M 0.06% NEW $34.16 +33.2%
316 APP APPLOVIN CORP Technology 4,867.0 $3.5M 0.06% NEW $718.61 -31.5%
317 BKLN INVESCO EXCH TRADED FD TR II 166,745.0 $3.5M 0.06% NEW $20.93 -2.0%
318 WELL WELLTOWER INC Real Estate 19,500.0 $3.5M 0.06% NEW $178.14 +20.0%
319 IWF ISHARES TR 7,398.0 $3.5M 0.06% NEW $468.40 -73.5%
320 PFF ISHARES TR 108,884.0 $3.4M 0.06% NEW $31.62 -1.5%
Page 16 of 75  ·  1,497 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 30.7%
Financial Services 24.1%
Consumer Cyclical 9.3%
Industrials 8.0%
Communication Services 6.9%
Healthcare 6.3%
Consumer Defensive 5.2%
Energy 4.2%
Utilities 2.2%
Real Estate 1.8%