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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 8 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QCOM QUALCOMM INC Technology 53,091.0 $8.8M 0.15% NEW $166.36 +20.3%
142 OEF ISHARES TR 26,390.0 $8.8M 0.15% NEW $332.84 +11.0%
143 CGMM CAPITAL GROUP EQUITY ETF TR 308,903.0 $8.8M 0.15% NEW $28.39 +9.1%
144 CRM SALESFORCE INC Technology 62,733.0 $8.7M 0.15% NEW $139.19 +20.4%
145 XLU SELECT SECTOR SPDR TR 99,836.0 $8.7M 0.15% NEW $87.21 -49.7%
146 BLK BLACKROCK INC Financial Services 7,449.0 $8.7M 0.15% NEW $1165.86 -7.2%
147 BNDX VANGUARD CHARLOTTE FDS 166,496.0 $8.2M 0.14% NEW $49.46 -3.8%
148 IUSB ISHARES TR 175,749.0 $8.2M 0.14% NEW $46.71 -2.2%
149 SO SOUTHERN CO Utilities 86,350.0 $8.2M 0.14% NEW $94.77 -1.2%
150 FLGV FRANKLIN TEMPLETON ETF TR 394,353.0 $8.1M 0.14% NEW $20.64 -2.6%
151 USMV ISHARES TR 85,186.0 $8.1M 0.14% NEW $95.14 -0.5%
152 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 28,923.0 $8.1M 0.14% NEW $279.29 +49.6%
153 MRK MERCK & CO INC Healthcare 95,790.0 $8.0M 0.14% NEW $83.93 +35.1%
154 FYX FIRST TR EXCHANGE-TRADED ALP 73,723.0 $8.0M 0.14% NEW $108.98 +18.2%
155 IVLU ISHARES TR 224,261.0 $8.0M 0.14% NEW $35.48 +18.2%
156 MO ALTRIA GROUP INC Consumer Defensive 120,349.0 $8.0M 0.14% NEW $66.06 +9.6%
157 DIS DISNEY WALT CO Communication Services 69,264.0 $7.9M 0.14% NEW $114.50 -7.9%
158 JLL JONES LANG LASALLE INC Real Estate 26,326.0 $7.9M 0.14% NEW $298.28 -3.1%
159 HON HONEYWELL INTL INC Industrials 37,178.0 $7.8M 0.13% NEW $210.50 +3.4%
160 VIOO VANGUARD ADMIRAL FDS INC 70,790.0 $7.8M 0.13% NEW $110.47 +12.0%
Page 8 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%