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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 12 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ASML ASML HOLDING N V Technology 8,007.0 $8.6M 0.10% +3K +71.1% $1069.88 +37.6%
222 FYX FIRST TR EXCHANGE-TRADED ALP 75,125.0 $8.5M 0.10% +1K +1.9% $113.14 +14.6%
223 FCX FREEPORT-MCMORAN INC Basic Materials 166,017.0 $8.4M 0.10% +86K +106.9% $50.79 +24.1%
224 WM WASTE MGMT INC DEL Industrials 38,366.0 $8.4M 0.10% +10K +33.6% $219.71 +0.0%
225 IEI ISHARES TR 69,805.0 $8.3M 0.10% +18K +34.1% $119.35 -2.0%
226 RDVI FIRST TR EXCHANGE-TRADED FD 314,448.0 $8.3M 0.09% +58K +22.8% $26.24 +3.3%
227 UNP UNION PAC CORP Industrials 35,625.0 $8.2M 0.09% +14K +64.5% $231.32 +17.0%
228 BLACKROCK ETF TRUST II 168,646.0 $8.2M 0.09% +87K +105.9% $48.68
229 HFXI NEW YORK LIFE INVESTMENTS ET 248,809.0 $8.1M 0.09% +10K +4.2% $32.45 +12.5%
230 COP CONOCOPHILLIPS Energy 86,171.0 $8.1M 0.09% +21K +31.2% $93.61 +30.8%
231 CGNG CAPITAL GROUP NEW GEOGRAPHY 252,445.0 $8.1M 0.09% +112K +79.5% $31.93 +10.1%
232 CPA COPA HOLDINGS SA Industrials 65,745.0 $7.9M 0.09% NEW $120.61 +9.2%
233 CGUS CAPITAL GROUP CORE EQUITY ET 196,885.0 $7.9M 0.09% +78K +65.8% $40.23 +7.9%
234 NOW SERVICENOW INC Technology 51,358.0 $7.9M 0.09% +47K +1058.0% $153.19 -37.9%
235 EEM ISHARES TR 143,326.0 $7.8M 0.09% +71K +99.2% $54.71 +18.8%
236 SPGI S&P GLOBAL INC Financial Services 15,005.0 $7.8M 0.09% +4K +39.5% $522.58 -22.9%
237 SCHX SCHWAB STRATEGIC TR 291,236.0 $7.8M 0.09% -210K -41.9% $26.91 +7.9%
238 INTC INTEL CORP Technology 212,239.0 $7.8M 0.09% +127K +149.0% $36.90 +194.8%
239 OMFL INVESCO EXCH TRD SLF IDX FD 128,091.0 $7.8M 0.09% +44K +52.3% $61.13 +10.3%
240 IJT ISHARES TR 55,403.0 $7.8M 0.09% +1K +2.3% $141.16 +12.5%
Page 12 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%