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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 28 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AAPL PUT APPLE INC Technology 5,800.0 $1.5M 0.03% NEW $254.63 +18.1%
542 NOC NORTHROP GRUMMAN CORP Industrials 2,420.0 $1.5M 0.03% NEW $609.36 -9.7%
543 TBLD THORNBURG INCM BUILDER OPP T Financial Services 73,529.0 $1.5M 0.03% NEW $19.89 +10.9%
544 SPTL SPDR SERIES TRUST 54,263.0 $1.5M 0.03% NEW $26.95 -5.4%
545 FIRST TR HIGH YIELD OPPRT 20 100,586.0 $1.5M 0.03% NEW $14.49
546 RITM RITHM CAPITAL CORP Real Estate 127,901.0 $1.5M 0.03% NEW $11.39 -18.7%
547 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,169.0 $1.5M 0.03% NEW $236.05 +216.7%
548 VNQ VANGUARD INDEX FDS 15,889.0 $1.5M 0.03% NEW $91.42 +5.0%
549 IJK ISHARES TR 15,109.0 $1.4M 0.03% NEW $95.89 +14.9%
550 PRU PRUDENTIAL FINL INC Financial Services 13,966.0 $1.4M 0.03% NEW $103.74 -0.5%
551 HAWX ISHARES TR 37,954.0 $1.4M 0.03% NEW $37.81 +17.0%
552 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 21,284.0 $1.4M 0.03% NEW $67.31 +29.4%
553 DHR DANAHER CORPORATION Healthcare 7,207.0 $1.4M 0.03% NEW $198.27 -14.8%
554 AFLG FIRST TR EXCHNG TRADED FD VI 36,625.0 $1.4M 0.02% NEW $38.81 +11.0%
555 ARCC ARES CAPITAL CORP Financial Services 69,453.0 $1.4M 0.02% NEW $20.41 -8.3%
556 ABR ARBOR REALTY TRUST INC Real Estate 115,700.0 $1.4M 0.02% NEW $12.21 -52.5%
557 O REALTY INCOME CORP Real Estate 23,149.0 $1.4M 0.02% NEW $60.79 +2.0%
558 NVS NOVARTIS AG Healthcare 10,848.0 $1.4M 0.02% NEW $128.23 +17.5%
559 OHI OMEGA HEALTHCARE INVS INC Real Estate 32,947.0 $1.4M 0.02% NEW $42.22 +16.0%
560 CI THE CIGNA GROUP Healthcare 4,818.0 $1.4M 0.02% NEW $288.23 -1.1%
Page 28 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%