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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 2 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY PUT ELI LILLY & CO Healthcare 2,000.0 $2.1M 0.02% NEW $1074.68 -6.3%
22 BEAM BEAM THERAPEUTICS INC Healthcare 76,825.0 $2.1M 0.02% NEW $27.72 +0.8%
23 SPMD SPDR SERIES TRUST 36,539.0 $2.1M 0.02% NEW $57.91 +9.3%
24 FXO FIRST TR EXCHANGE TRADED FD 34,004.0 $2.1M 0.02% NEW $60.35 -3.3%
25 VISN COMMSCOPE HLDG CO INC Technology 112,058.0 $2.0M 0.02% NEW $18.13 -37.0%
26 NU NU HLDGS LTD Financial Services 120,488.0 $2.0M 0.02% NEW $16.74 -22.8%
27 STT STATE STR CORP Financial Services 15,187.0 $2.0M 0.02% NEW $129.01 +19.2%
28 NTRS NORTHERN TR CORP Financial Services 14,341.0 $2.0M 0.02% NEW $136.59 +20.3%
29 AKRE PROFESIONALLY MANAGED PORTFO 29,404.0 $1.9M 0.02% NEW $65.51 -18.9%
30 ALLY ALLY FINL INC Financial Services 41,813.0 $1.9M 0.02% NEW $45.29 -7.3%
31 FSLR FIRST SOLAR INC Energy 7,082.0 $1.8M 0.02% NEW $261.22 -11.3%
32 VONE VANGUARD SCOTTSDALE FDS 5,768.0 $1.8M 0.02% NEW $309.04 +7.7%
33 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 32,783.0 $1.7M 0.02% NEW $52.28 +30.1%
34 GWX SPDR INDEX SHS FDS 41,642.0 $1.7M 0.02% NEW $40.86 +12.0%
35 VIAV VIAVI SOLUTIONS INC Technology 95,107.0 $1.7M 0.02% NEW $17.82 +198.0%
36 EIX EDISON INTL Utilities 28,048.0 $1.7M 0.02% NEW $60.02 +17.8%
37 ANGLOGOLD ASHANTI PLC 19,289.0 $1.6M 0.02% NEW $85.28
38 HUBB HUBBELL INC Industrials 3,397.0 $1.5M 0.02% NEW $444.02 +8.6%
39 SYNOVUS FINL CORP 29,976.0 $1.5M 0.02% NEW $50.05
40 SRLN SSGA ACTIVE ETF TR 35,257.0 $1.5M 0.02% NEW $41.27 -1.8%
Page 2 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%