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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 19 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AA ALCOA CORP Basic Materials 1,421.0 $75K 0.00% NEW $53.13 +17.7%
362 LMND CALL LEMONADE INC Financial Services 1,000.0 $71K 0.00% NEW $71.18 -24.4%
363 BHC BAUSCH HEALTH COS INC Healthcare 10,000.0 $70K 0.00% NEW $6.95 -22.0%
364 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 10,374.0 $59K 0.00% NEW $5.72 +4.9%
365 TWLO CALL TWILIO INC Communication Services 400.0 $57K 0.00% NEW $142.24 +39.2%
366 TSI TCW STRATEGIC INCOME FD INC Financial Services 10,339.0 $51K 0.00% NEW $4.94 -7.7%
367 ICCM ICECURE MEDICAL LTD CAESAREA Healthcare 78,285.0 $48K 0.00% NEW $0.61 -62.3%
368 NUAI NEW ERA ENERGY & DIGITAL INC Energy 15,798.0 $46K 0.00% NEW $2.93 +80.2%
369 HRTX HERON THERAPEUTICS INC Healthcare 31,923.0 $42K NEW $1.30 -34.6%
370 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 10,085.0 $38K NEW $3.77 +96.8%
371 CIFR CALL CIPHER MINING INC Financial Services 2,500.0 $37K NEW $14.76 +37.7%
372 AVGO CALL BROADCOM INC Technology 100.0 $35K NEW $346.10 +22.9%
373 CIK CREDIT SUISSE ASSET MGMT INC Financial Services 10,128.0 $29K NEW $2.83 -11.7%
374 FUBOTV INC 10,302.0 $26K NEW $2.52
375 ABOVE FOOD INGREDIENTS INC 14,000.0 $23K NEW $1.63
376 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 10,700.0 $20K NEW $1.84 +100.5%
377 CALL LITHIUM AMERS CORP NEW 2,500.0 $11K NEW $4.36
378 RBRK CALL RUBRIK INC. Technology 100.0 $8K NEW $76.48 -17.9%
379 RBRK PUT RUBRIK INC. Technology 100.0 $8K NEW $76.48 -17.9%
380 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO Industrials 100.0 $8K NEW $75.91 -27.7%
Page 19 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%