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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 17 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PFS PROVIDENT FINL SVCS INC Financial Services 10,369.0 $205K 0.00% NEW $19.75 +9.4%
322 EMO CLEARBRIDGE ENERGY MIDSTRM O Financial Services 4,580.0 $205K 0.00% NEW $44.65 +16.9%
323 TIDAL TRUST II 53,111.0 $204K 0.00% NEW $3.85
324 RPG INVESCO EXCHANGE TRADED FD T 4,368.0 $204K 0.00% NEW $46.67 +20.8%
325 VOOV VANGUARD ADMIRAL FDS INC 985.0 $202K 0.00% NEW $204.84 +5.5%
326 PSKY PARAMOUNT SKYDANCE CORP Communication Services 14,997.0 $201K 0.00% NEW $13.40 -27.1%
327 RKT CALL ROCKET COS INC Financial Services 10,000.0 $194K 0.00% NEW $19.36 -31.2%
328 SMB VANECK ETF TRUST 10,994.0 $191K 0.00% NEW $17.41 -1.0%
329 CLBT CELLEBRITE DI LTD Technology 10,310.0 $186K 0.00% NEW $18.03 -29.8%
330 MGNI MAGNITE INC Communication Services 11,270.0 $183K 0.00% NEW $16.23 -19.5%
331 LITHIUM AMERS CORP NEW 39,688.0 $173K 0.00% NEW $4.36
332 ASX ASE TECHNOLOGY HLDG CO LTD Technology 10,624.0 $171K 0.00% NEW $16.10 +99.6%
333 CVNA PUT CARVANA CO Consumer Cyclical 400.0 $169K 0.00% NEW $422.02 -84.2%
334 AA PUT ALCOA CORP Basic Materials 3,000.0 $159K 0.00% NEW $53.14 +18.0%
335 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 2,000.0 $159K 0.00% NEW $79.30 +41.0%
336 REGN CALL REGENERON PHARMACEUTICALS Healthcare 200.0 $154K 0.00% NEW $771.87 -20.7%
337 MNKD MANNKIND CORP Healthcare 26,000.0 $147K 0.00% NEW $5.67 -44.8%
338 IMMX IMMIX BIOPHARMA INC Healthcare 27,431.0 $143K 0.00% NEW $5.23 +86.9%
339 CSAN COSAN S A Energy 33,340.0 $132K 0.00% NEW $3.95 -10.0%
340 GENI GENIUS SPORTS LIMITED Communication Services 11,709.0 $129K 0.00% NEW $11.02 -59.8%
Page 17 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%