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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $8.8B AUM 3,051 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 1095 Added 190 Reduced 99 Exited
Page 3 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGGY WISDOMTREE TR 40,103.0 $1.8M 0.02% -4K -8.3% $44.05 -2.0%
42 PSA PUBLIC STORAGE OPER CO Real Estate 6,582.0 $1.7M 0.02% -766.0 -10.4% $259.50 +16.8%
43 TDIV FIRST TR EXCHANGE TRADED FD 17,100.0 $1.7M 0.02% -6K -25.5% $96.84 +15.4%
44 SBR SABINE RTY TR Energy 23,772.0 $1.6M 0.02% -978.0 -4.0% $68.57 +12.0%
45 OWL BLUE OWL CAPITAL INC Financial Services 108,463.0 $1.6M 0.02% -596.0 -0.6% $14.94 -34.3%
46 SIVR ABRDN SILVER ETF TRUST Financial Services 23,692.0 $1.6M 0.02% -1K -5.9% $67.64 +7.2%
47 SPYD SPDR SERIES TRUST 32,999.0 $1.4M 0.02% -2K -5.1% $43.25 +6.9%
48 SPTL SPDR SERIES TRUST 51,668.0 $1.4M 0.02% -3K -4.8% $26.47 -3.9%
49 OHI OMEGA HEALTHCARE INVS INC Real Estate 30,472.0 $1.4M 0.01% -2K -7.5% $44.34 +8.1%
50 CARR CARRIER GLOBAL CORPORATION Industrials 25,559.0 $1.4M 0.01% -10K -27.7% $52.84 +22.4%
51 CLX CLOROX CO DEL Consumer Defensive 12,807.0 $1.3M 0.01% -7K -34.2% $100.82 -10.3%
52 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,481.0 $1.2M 0.01% -2K -27.4% $275.38 +192.2%
53 PSEP INNOVATOR ETFS TRUST 26,613.0 $1.2M 0.01% -330.0 -1.2% $43.72 +4.1%
54 EMLP FIRST TR EXCHANGE-TRADED FD 30,695.0 $1.2M 0.01% -662.0 -2.1% $37.87 +15.3%
55 SPHD INVESCO EXCH TRADED FD TR II 23,693.0 $1.1M 0.01% -2K -8.2% $48.00 +2.2%
56 FISV FISERV INC Technology 16,744.0 $1.1M 0.01% -3K -15.9% $67.17 -20.4%
57 TCAL T ROWE PRICE ETF INC 46,010.0 $1.1M 0.01% -5K -9.0% $23.57 -6.5%
58 SFY TIDAL TRUST I 8,008.0 $1.1M 0.01% -30K -78.8% $132.15 +10.9%
59 STRL STERLING INFRASTRUCTURE INC Industrials 3,205.0 $981K 0.01% -286.0 -8.2% $306.23 +190.3%
60 AXON AXON ENTERPRISE INC Industrials 1,720.0 $977K 0.01% -1K -39.6% $568.05 -31.0%
Page 3 of 10  ·  190 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 30.3%
Financial Services 24.7%
Consumer Cyclical 8.7%
Industrials 8.3%
Communication Services 8.2%
Healthcare 7.1%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%