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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 13 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MO ALTRIA GROUP INC Consumer Defensive 135,366.0 $7.8M 0.09% +15K +12.5% $57.66 +26.8%
242 AVDE AMERICAN CENTY ETF TR 94,230.0 $7.8M 0.09% -2K -2.1% $82.32 +9.4%
243 SHYL DBX ETF TR 170,464.0 $7.7M 0.09% +15K +9.6% $44.97 -1.7%
244 FN FABRINET Technology 16,787.0 $7.6M 0.09% +15K +783.5% $455.26 +58.6%
245 GAPR FIRST TR EXCHNG TRADED FD VI 187,607.0 $7.5M 0.09% -5K -2.8% $39.99 +3.1%
246 AFL AFLAC INC Financial Services 67,648.0 $7.5M 0.09% +26K +63.5% $110.27 +7.6%
247 PTLC PACER FDS TR 132,957.0 $7.4M 0.08% +5K +3.8% $55.58 +3.4%
248 CMI CUMMINS INC Industrials 14,447.0 $7.4M 0.08% +2K +14.9% $510.46 +32.8%
249 ANET ARISTA NETWORKS INC Technology 56,247.0 $7.4M 0.08% +39K +234.3% $131.03 +8.2%
250 SYK STRYKER CORPORATION Healthcare 20,960.0 $7.4M 0.08% +6K +36.7% $351.47 -12.7%
251 DUK DUKE ENERGY CORP NEW Utilities 62,701.0 $7.3M 0.08% +12K +23.0% $117.21 +3.2%
252 FTCB FIRST TR EXCHANGE-TRADED FD 346,090.0 $7.3M 0.08% +60K +21.1% $21.23 -2.5%
253 BAI BLACKROCK ETF TRUST 220,135.0 $7.3M 0.08% +118K +114.5% $33.30 +36.7%
254 PSX PHILLIPS 66 Energy 56,656.0 $7.3M 0.08% +23K +66.7% $129.04 +36.5%
255 BND VANGUARD BD INDEX FDS 98,261.0 $7.3M 0.08% -4K -4.4% $74.07 -1.9%
256 J P MORGAN EXCHANGE TRADED F 143,812.0 $7.3M 0.08% +47K +48.6% $50.59
257 EMR EMERSON ELEC CO Industrials 54,582.0 $7.2M 0.08% +4K +8.1% $132.72 +0.2%
258 COHR COHERENT CORP Technology 38,968.0 $7.2M 0.08% NEW $184.57 +96.6%
259 IDHQ INVESCO EXCH TRADED FD TR II 204,109.0 $7.2M 0.08% NEW $35.15 +12.6%
260 MINT PIMCO ETF TR 71,381.0 $7.2M 0.08% +9K +13.6% $100.34 +0.2%
Page 13 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%