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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 22 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 APH AMPHENOL CORP NEW Technology 19,169.0 $2.4M 0.04% NEW $123.75 -1.6%
422 FSIG FIRST TR EXCHANGE-TRADED FD 122,544.0 $2.4M 0.04% NEW $19.21 -1.6%
423 EW EDWARDS LIFESCIENCES CORP Healthcare 30,195.0 $2.3M 0.04% NEW $77.77 +4.6%
424 IGIB ISHARES TR 42,986.0 $2.3M 0.04% NEW $54.09 -2.6%
425 WMB WILLIAMS COS INC Energy 36,701.0 $2.3M 0.04% NEW $63.35 +22.7%
426 JMEE J P MORGAN EXCHANGE TRADED F 36,586.0 $2.3M 0.04% NEW $63.43 +13.4%
427 VBK VANGUARD INDEX FDS 7,782.0 $2.3M 0.04% NEW $297.64 +12.4%
428 STE STERIS PLC Healthcare 9,307.0 $2.3M 0.04% NEW $247.45 -14.3%
429 TDIV FIRST TR EXCHANGE TRADED FD 22,951.0 $2.3M 0.04% NEW $98.59 +13.0%
430 MGC VANGUARD WORLD FD 9,264.0 $2.3M 0.04% NEW $244.09 +11.4%
431 DELL DELL TECHNOLOGIES INC Technology 15,840.0 $2.2M 0.04% NEW $141.77 +70.8%
432 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 15,335.0 $2.2M 0.04% NEW $145.61 +18.2%
433 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,583.0 $2.2M 0.04% NEW $485.07 -9.6%
434 HELO J P MORGAN EXCHANGE TRADED F 34,061.0 $2.2M 0.04% NEW $65.00 +4.3%
435 PTNQ PACER FDS TR 28,551.0 $2.2M 0.04% NEW $77.53 +9.6%
436 RWL INVESCO EXCH TRADED FD TR II 19,985.0 $2.2M 0.04% NEW $110.66 +13.0%
437 AMAT APPLIED MATLS INC Technology 10,766.0 $2.2M 0.04% NEW $204.74 +102.0%
438 CTAS CINTAS CORP Industrials 10,693.0 $2.2M 0.04% NEW $205.26 -18.0%
439 STPZ PIMCO ETF TR 40,424.0 $2.2M 0.04% NEW $54.18 -0.3%
440 ROP ROPER TECHNOLOGIES INC Industrials 4,385.0 $2.2M 0.04% NEW $498.66 -35.6%
Page 22 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%