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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 11 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EME EMCOR GROUP INC Industrials 15,319.0 $9.4M 0.11% +1K +9.7% $611.79 +49.3%
202 BUFR FIRST TR EXCHNG TRADED FD VI 271,842.0 $9.3M 0.11% +50K +22.5% $34.26 +5.4%
203 DGRO ISHARES TR 133,788.0 $9.3M 0.11% +86K +181.8% $69.42 +6.3%
204 EDIV SPDR INDEX SHS FDS 236,300.0 $9.3M 0.10% $39.15 +4.3%
205 BMY BRISTOL-MYERS SQUIBB CO Healthcare 171,150.0 $9.2M 0.10% +115K +204.0% $53.94 +6.2%
206 JEPI J P MORGAN EXCHANGE TRADED F 161,272.0 $9.2M 0.10% +963.0 +0.6% $57.24 -1.9%
207 ADI ANALOG DEVICES INC Technology 33,489.0 $9.1M 0.10% +8K +32.1% $271.20 +54.3%
208 IHDG WISDOMTREE TR 185,552.0 $9.0M 0.10% +21K +12.6% $48.66 +2.6%
209 SPHQ INVESCO EXCHANGE TRADED FD T 119,492.0 $9.0M 0.10% +63K +112.3% $75.05 +10.1%
210 VIOO VANGUARD ADMIRAL FDS INC 80,757.0 $9.0M 0.10% +10K +14.1% $110.96 +11.9%
211 WFC WELLS FARGO CO NEW Financial Services 96,058.0 $9.0M 0.10% +29K +43.5% $93.20 -21.2%
212 SO SOUTHERN CO Utilities 101,903.0 $8.9M 0.10% +16K +18.0% $87.20 +6.1%
213 IYH ISHARES TR 136,448.0 $8.9M 0.10% +126K +1194.8% $65.10 -6.1%
214 GILD GILEAD SCIENCES INC Healthcare 72,108.0 $8.9M 0.10% +17K +30.4% $122.74 +5.6%
215 USMV ISHARES TR 93,655.0 $8.8M 0.10% +8K +9.9% $94.16 +2.0%
216 ISRG INTUITIVE SURGICAL INC Healthcare 15,479.0 $8.8M 0.10% +4K +34.7% $566.36 -25.6%
217 VANGUARD CALIF TAX FREE FDS 87,054.0 $8.7M 0.10% +49K +131.3% $100.26
218 IVLU ISHARES TR 229,260.0 $8.7M 0.10% +5K +2.2% $38.05 +11.1%
219 FLGV FRANKLIN TEMPLETON ETF TR 424,895.0 $8.7M 0.10% +31K +7.7% $20.52 -2.1%
220 NEAR ISHARES U S ETF TR 169,543.0 $8.7M 0.10% +91K +114.8% $51.10 -1.0%
Page 11 of 89  ·  1,778 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%