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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 7 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PTON PELOTON INTERACTIVE INC Consumer Cyclical 61,799.0 $381K 0.00% -12K -16.8% $6.16 -15.9%
122 PTBD PACER FDS TR 19,000.0 $369K 0.00% -5K -21.2% $19.40 -1.5%
123 APRW AIM ETF PRODUCTS TRUST 10,266.0 $358K 0.00% -876.0 -7.9% $34.86 +5.6%
124 FLXR TCW ETF TRUST 8,872.0 $351K 0.00% -331.0 -3.6% $39.60 -1.4%
125 UMH UMH PPTYS INC Real Estate 21,944.0 $349K 0.00% -6K -20.8% $15.91 -4.5%
126 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 27,272.0 $345K 0.00% -763.0 -2.7% $12.66 -2.3%
127 EMHY ISHARES INC 8,409.0 $339K 0.00% -1K -12.1% $40.37 -0.8%
128 MUR MURPHY OIL CORP Energy 10,823.0 $338K 0.00% -59K -84.5% $31.25 +24.6%
129 HPQ HP INC Technology 15,146.0 $337K 0.00% -7K -31.4% $22.28 -6.8%
130 LMND LEMONADE INC Financial Services 4,627.0 $329K 0.00% -4K -46.2% $71.18 -24.4%
131 SYM SYMBOTIC INC Industrials 5,534.0 $329K 0.00% -645.0 -10.4% $59.50 -15.7%
132 CBOE CBOE GLOBAL MKTS INC Financial Services 1,300.0 $326K 0.00% -138.0 -9.6% $251.01 +44.6%
133 GALAXY DIGITAL INC. 14,453.0 $323K 0.00% -2K -12.2% $22.36
134 PDI PIMCO DYNAMIC INCOME FD Financial Services 17,716.0 $314K 0.00% -1K -5.7% $17.71 -4.8%
135 LVHD LEGG MASON ETF INVT 7,866.0 $314K 0.00% -818.0 -9.4% $39.88 +5.2%
136 JFR NUVEEN FLOATING RATE INCOME Financial Services 39,528.0 $310K 0.00% -625.0 -1.6% $7.83 -4.7%
137 CAG CONAGRA BRANDS INC Consumer Defensive 17,820.0 $308K 0.00% -4K -16.5% $17.31 -22.4%
138 SPGP INVESCO EXCHANGE TRADED FD T 2,671.0 $304K 0.00% -162.0 -5.7% $113.87 +1.8%
139 ZROZ PIMCO ETF TR 4,672.0 $300K 0.00% -511.0 -9.9% $64.25 -6.2%
140 SLQD ISHARES TR 5,887.0 $298K 0.00% -240.0 -3.9% $50.70 -0.9%
Page 7 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%