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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 60 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CFR CULLEN FROST BANKERS INC Financial Services 2,227.0 $282K 0.01% NEW $126.79 +8.7%
1182 MUST COLUMBIA ETF TR I 13,645.0 $280K 0.01% NEW $20.53 -0.4%
1183 TSLL DIREXION SHS ETF TR 13,220.0 $279K 0.01% NEW $21.11 -32.7%
1184 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 28,979.0 $278K 0.01% NEW $9.58 -6.5%
1185 IYJ ISHARES TR 1,894.0 $276K 0.01% NEW $145.91 +6.3%
1186 UAUG INNOVATOR ETFS TRUST 7,010.0 $276K 0.01% NEW $39.31 +5.6%
1187 FLOT ISHARES TR 5,393.0 $276K 0.01% NEW $51.08 -0.2%
1188 SKYY FIRST TR EXCHANGE TRADED FD 2,044.0 $275K 0.01% NEW $134.45 -3.8%
1189 FEX FIRST TR EXCHANGE-TRADED ALP 2,349.0 $274K 0.01% NEW $116.82 +10.9%
1190 SCHM SCHWAB STRATEGIC TR 9,243.0 $274K 0.01% NEW $29.64 +14.0%
1191 QDEF FLEXSHARES TR 3,421.0 $274K 0.01% NEW $79.98 +8.6%
1192 CWB SPDR SERIES TRUST 3,023.0 $274K 0.01% NEW $90.51 +13.7%
1193 CFA VICTORY PORTFOLIOS II 3,007.0 $274K 0.01% NEW $90.97 +4.2%
1194 DXCM DEXCOM INC Healthcare 4,063.0 $273K 0.01% NEW $67.29 -8.4%
1195 ONTO ONTO INNOVATION INC Technology 2,103.0 $272K 0.01% NEW $129.20 +110.4%
1196 CYBERARK SOFTWARE LTD 562.0 $271K 0.01% NEW $482.89
1197 EXPAND ENERGY CORPORATION 2,553.0 $271K 0.01% NEW $106.26
1198 AEM AGNICO EAGLE MINES LTD Basic Materials 1,606.0 $271K 0.01% NEW $168.59 +6.3%
1199 ESGD ISHARES TR 2,911.0 $271K 0.01% NEW $92.98 +9.1%
1200 DIAL COLUMBIA ETF TR I 14,654.0 $270K 0.01% NEW $18.45 -2.4%
Page 60 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%