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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 16 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RSPU INVESCO EXCHANGE TRADED FD T 2,907.0 $217K 0.00% NEW $74.77 +3.3%
302 BRTR BLACKROCK ETF TRUST II 4,276.0 $217K 0.00% NEW $50.78 -2.0%
303 CMS CMS ENERGY CORP Utilities 3,094.0 $216K 0.00% NEW $69.94 +4.7%
304 LLY CALL ELI LILLY & CO Healthcare 200.0 $215K 0.00% NEW $1074.68 -6.3%
305 FNDX SCHWAB STRATEGIC TR 7,880.0 $214K 0.00% NEW $27.21 +11.3%
306 ELAN ELANCO ANIMAL HEALTH INC Healthcare 9,458.0 $214K 0.00% NEW $22.63 -4.4%
307 PRDO PERDOCEO ED CORP Consumer Defensive 7,294.0 $214K 0.00% NEW $29.33 +19.4%
308 SCYB SCHWAB STRATEGIC TR 8,079.0 $213K 0.00% NEW $26.42 -1.5%
309 GFS GLOBALFOUNDRIES INC Technology 6,100.0 $213K 0.00% NEW $34.92 +111.5%
310 PATH UIPATH INC Technology 12,969.0 $213K 0.00% NEW $16.39 -41.0%
311 SAIA SAIA INC Industrials 650.0 $212K 0.00% NEW $326.52 +40.7%
312 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,087.0 $212K 0.00% NEW $51.90 -0.5%
313 BSCY INVESCO EXCH TRD SLF IDX FD 10,048.0 $211K 0.00% NEW $21.02 -2.1%
314 BSCX INVESCO EXCH TRD SLF IDX FD 9,842.0 $211K 0.00% NEW $21.46 -2.1%
315 SOLV SOLVENTUM CORP Healthcare 2,660.0 $211K 0.00% NEW $79.24 -6.1%
316 KRC KILROY RLTY CORP Real Estate 5,622.0 $210K 0.00% NEW $37.37 -7.0%
317 OAKM HARRIS OAKMARK ETF TRUST 7,351.0 $208K 0.00% NEW $28.36 -2.6%
318 SIGI SELECTIVE INS GROUP INC Financial Services 2,475.0 $207K 0.00% NEW $83.67 +2.7%
319 BMO BANK MONTREAL QUE Financial Services 1,590.0 $206K 0.00% NEW $129.79 +17.5%
320 QFLR INNOVATOR ETFS TRUST 5,995.0 $206K 0.00% NEW $34.28 +4.1%
Page 16 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%