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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 31 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PKG PACKAGING CORP AMER Consumer Cyclical 5,478.0 $1.2M 0.02% NEW $217.94 -6.8%
602 UA UNDER ARMOUR INC Consumer Cyclical 246,497.0 $1.2M 0.02% NEW $4.83 +3.9%
603 BWXT BWX TECHNOLOGIES INC Industrials 6,457.0 $1.2M 0.02% NEW $184.37 +9.9%
604 LEU CENTRUS ENERGY CORP Energy 3,836.0 $1.2M 0.02% NEW $310.04 -45.5%
605 CHRW C H ROBINSON WORLDWIDE INC Industrials 8,965.0 $1.2M 0.02% NEW $132.39 +28.2%
606 STRL STERLING INFRASTRUCTURE INC Industrials 3,491.0 $1.2M 0.02% NEW $339.64 +114.4%
607 GNOV FIRST TR EXCHNG TRADED FD VI 31,023.0 $1.2M 0.02% NEW $38.05 +8.7%
608 BP BP PLC Energy 34,172.0 $1.2M 0.02% NEW $34.46 +31.0%
609 VLO VALERO ENERGY CORP Energy 6,886.0 $1.2M 0.02% NEW $170.27 +54.2%
610 FXU FIRST TR EXCHANGE TRADED FD 25,606.0 $1.2M 0.02% NEW $45.45 +6.0%
611 PSEP INNOVATOR ETFS TRUST 26,943.0 $1.2M 0.02% NEW $42.95 +6.1%
612 SMCI SUPER MICRO COMPUTER INC Technology 24,040.0 $1.2M 0.02% NEW $47.94 -36.3%
613 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 51,651.0 $1.2M 0.02% NEW $22.30 +11.3%
614 ICLO INVESCO ACTIVELY MANAGED EXC 44,739.0 $1.1M 0.02% NEW $25.61 -0.3%
615 MTGP WISDOMTREE TR 25,710.0 $1.1M 0.02% NEW $44.55 -1.5%
616 KKR KKR & CO INC Financial Services 8,746.0 $1.1M 0.02% NEW $129.95 -28.5%
617 CRSP CRISPR THERAPEUTICS AG Healthcare 17,415.0 $1.1M 0.02% NEW $64.81 -26.6%
618 EFG ISHARES TR 9,876.0 $1.1M 0.02% NEW $113.88 +5.7%
619 CASY CASEYS GEN STORES INC Consumer Cyclical 1,988.0 $1.1M 0.02% NEW $565.26 +50.8%
620 FID FIRST TR EXCHANGE TRADED FD 56,950.0 $1.1M 0.02% NEW $19.70 +12.4%
Page 31 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%