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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 18 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PAYX PAYCHEX INC Industrials 24,952.0 $3.2M 0.05% NEW $126.76 -27.8%
342 PYPL PAYPAL HLDGS INC Financial Services 47,043.0 $3.2M 0.05% NEW $67.06 -33.8%
343 CGGO CAPITAL GROUP GBL GROWTH EQT 92,303.0 $3.2M 0.05% NEW $34.17 +12.8%
344 FCX FREEPORT-MCMORAN INC Basic Materials 80,240.0 $3.1M 0.05% NEW $39.22 +60.7%
345 UL UNILEVER PLC Consumer Defensive 52,862.0 $3.1M 0.05% NEW $59.28 -5.1%
346 VDE VANGUARD WORLD FD 24,842.0 $3.1M 0.05% NEW $125.86 +36.3%
347 LDRX RBB FD INC 97,136.0 $3.1M 0.05% NEW $31.96 +11.2%
348 BKR BAKER HUGHES COMPANY Energy 63,438.0 $3.1M 0.05% NEW $48.72 +35.9%
349 NXPI NXP SEMICONDUCTORS N V Technology 13,522.0 $3.1M 0.05% NEW $227.73 +28.0%
350 BSJV INVESCO EXCH TRD SLF IDX FD 113,730.0 $3.0M 0.05% NEW $26.79 -3.2%
351 ITOT ISHARES TR 20,861.0 $3.0M 0.05% NEW $145.65 +10.5%
352 NVO NOVO-NORDISK A S Healthcare 54,730.0 $3.0M 0.05% NEW $55.49 -19.4%
353 SPHY SPDR SERIES TRUST 125,699.0 $3.0M 0.05% NEW $23.94 -2.7%
354 CALF PACER FDS TR 68,609.0 $3.0M 0.05% NEW $43.78 +8.1%
355 LVHI LEGG MASON ETF INVT 85,539.0 $3.0M 0.05% NEW $34.75 +18.9%
356 ALL ALLSTATE CORP Financial Services 13,764.0 $3.0M 0.05% NEW $214.65 +1.3%
357 ASTRAZENECA PLC 38,498.0 $3.0M 0.05% NEW $76.72
358 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 17,512.0 $3.0M 0.05% NEW $168.48 -8.4%
359 MPC MARATHON PETE CORP Energy 15,216.0 $2.9M 0.05% NEW $192.73 +32.3%
360 XYLD GLOBAL X FDS 74,614.0 $2.9M 0.05% NEW $39.26 +2.3%
Page 18 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%