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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 19 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BKNG BOOKING HOLDINGS INC Consumer Cyclical 542.0 $2.9M 0.05% NEW $5403.07 -97.1%
362 ZTS ZOETIS INC Healthcare 19,946.0 $2.9M 0.05% NEW $146.32 -49.3%
363 BLUE OWL CAPITAL CORPORATION 226,725.0 $2.9M 0.05% NEW $12.77
364 SHLD GLOBAL X FDS 40,985.0 $2.9M 0.05% NEW $70.24 -9.4%
365 OII OCEANEERING INTL INC Energy 116,164.0 $2.9M 0.05% NEW $24.78 +52.7%
366 CPAI NORTHERN LTS FD TR III 72,844.0 $2.9M 0.05% NEW $39.49 +18.4%
367 VV VANGUARD INDEX FDS 9,339.0 $2.9M 0.05% NEW $307.85 +10.3%
368 INTC INTEL CORP Technology 85,247.0 $2.9M 0.05% NEW $33.55 +224.2%
369 MRSH MARSH & MCLENNAN COS INC Financial Services 14,180.0 $2.9M 0.05% NEW $201.53 -20.1%
370 DVN DEVON ENERGY CORP NEW Energy 81,056.0 $2.8M 0.05% NEW $35.06 +41.2%
371 HYS PIMCO ETF TR 29,670.0 $2.8M 0.05% NEW $95.68 -2.9%
372 DJUN FIRST TR EXCHNG TRADED FD VI 61,018.0 $2.8M 0.05% NEW $46.50 +5.4%
373 APOS APOLLO GLOBAL MGMT INC Financial Services 21,119.0 $2.8M 0.05% NEW $133.27 -80.6%
374 MCHP MICROCHIP TECHNOLOGY INC. Technology 43,809.0 $2.8M 0.05% NEW $64.22 +46.1%
375 DE DEERE & CO Industrials 6,141.0 $2.8M 0.05% NEW $457.26 +22.9%
376 TMUS T-MOBILE US INC Communication Services 11,724.0 $2.8M 0.05% NEW $239.37 -22.6%
377 BK BANK NEW YORK MELLON CORP Financial Services 25,591.0 $2.8M 0.05% NEW $108.96 +25.3%
378 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 27,736.0 $2.8M 0.05% NEW $99.81 -31.0%
379 CBSH COMMERCE BANCSHARES INC Financial Services 45,915.0 $2.7M 0.05% NEW $59.76 -13.1%
380 FIRST TR EXCHANGE TRADED FD 115,082.0 $2.7M 0.05% NEW $23.71
Page 19 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%