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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 5 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QUAL ISHARES TR 79,195.0 $15.4M 0.26% NEW $194.50 +8.2%
82 KO COCA COLA CO Consumer Defensive 228,389.0 $15.1M 0.26% NEW $66.32 +21.3%
83 CSCO CISCO SYS INC Technology 218,640.0 $15.0M 0.26% NEW $68.42 +68.9%
84 IWM ISHARES TR 60,029.0 $14.5M 0.25% NEW $241.96 +14.7%
85 SMH VANECK ETF TRUST 43,688.0 $14.3M 0.24% NEW $326.36 +70.5%
86 IUSV ISHARES TR 141,992.0 $14.2M 0.24% NEW $99.95 +8.2%
87 IEF ISHARES TR 146,815.0 $14.2M 0.24% NEW $96.46 -3.1%
88 COWZ PACER FDS TR 239,244.0 $13.7M 0.24% NEW $57.47 +9.5%
89 QQQM INVESCO EXCH TRADED FD TR II 55,320.0 $13.7M 0.23% NEW $247.12 +18.1%
90 MA MASTERCARD INCORPORATED Financial Services 24,028.0 $13.7M 0.23% NEW $568.81 -13.9%
91 SPY PUT SPDR S&P 500 ETF TR Financial Services 20,000.0 $13.3M 0.23% NEW $666.18 +10.9%
92 IVE ISHARES TR 64,334.0 $13.3M 0.23% NEW $206.51 +8.2%
93 PEP PEPSICO INC Consumer Defensive 94,209.0 $13.2M 0.23% NEW $140.44 +5.9%
94 SCHX SCHWAB STRATEGIC TR 501,528.0 $13.2M 0.23% NEW $26.34 +10.3%
95 FENI FIDELITY COVINGTON TRUST 373,884.0 $13.2M 0.23% NEW $35.28 +10.8%
96 SPYM SPDR SERIES TRUST 161,725.0 $12.7M 0.22% NEW $78.34 +11.0%
97 NEE NEXTERA ENERGY INC Utilities 165,825.0 $12.5M 0.21% NEW $75.49 +26.7%
98 MCD MCDONALDS CORP Consumer Cyclical 40,675.0 $12.4M 0.21% NEW $303.89 -9.5%
99 BSV VANGUARD BD INDEX FDS 156,601.0 $12.4M 0.21% NEW $78.91 -1.4%
100 VB VANGUARD INDEX FDS 48,379.0 $12.3M 0.21% NEW $254.28 +10.8%
Page 5 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%