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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 18 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MU PUT MICRON TECHNOLOGY INC Technology 400.0 $114K 0.00% NEW $285.41 +171.9%
342 PUTNAM ETF TRUST 14,274.0 $112K 0.00% NEW $7.81
343 RCAT RED CAT HLDGS INC Technology 13,936.0 $111K 0.00% NEW $7.93 +22.8%
344 EVTL VERTICAL AEROSPACE LTD Industrials 20,000.0 $107K 0.00% NEW $5.33 -52.2%
345 CHGG CHEGG INC Consumer Defensive 112,367.0 $105K 0.00% NEW $0.93 +9.7%
346 FSLR CALL FIRST SOLAR INC Energy 400.0 $104K 0.00% NEW $261.23 -11.3%
347 CALL BERKSHIRE HATHAWAY INC DEL 200.0 $101K 0.00% NEW $502.65
348 BITFARMS LTD 42,087.0 $99K 0.00% NEW $2.35
349 MFG MIZUHO FINANCIAL GROUP INC Financial Services 13,467.0 $99K 0.00% NEW $7.32 +21.0%
350 PATH CALL UIPATH INC Technology 6,000.0 $98K 0.00% NEW $16.39 -41.0%
351 REAX THE REAL BROKERAGE INC Real Estate 26,205.0 $96K 0.00% NEW $3.65 -53.2%
352 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 10,017.0 $95K 0.00% NEW $9.53 -3.4%
353 CIEN PUT CIENA CORP Technology 400.0 $94K 0.00% NEW $233.87 +137.1%
354 RDDT CALL REDDIT INC Communication Services 400.0 $92K 0.00% NEW $229.87 -32.0%
355 GS CALL GOLDMAN SACHS GROUP INC Financial Services 100.0 $88K 0.00% NEW $879.00 +10.2%
356 ASPN ASPEN AEROGELS INC Industrials 30,000.0 $85K 0.00% NEW $2.83 +97.9%
357 MDB CALL MONGODB INC Technology 200.0 $84K 0.00% NEW $419.69 -27.8%
358 LOANDEPOT INC 39,093.0 $81K 0.00% NEW $2.07
359 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 11,000.0 $79K 0.00% NEW $7.16 -20.0%
360 GDX CALL VANECK ETF TRUST 900.0 $77K 0.00% NEW $85.77 +1.8%
Page 18 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%