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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 14 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SHOP SHOPIFY INC Technology 44,084.0 $7.1M 0.08% +17K +65.8% $160.97 -37.7%
262 TRC TEJON RANCH CO Industrials 446,595.0 $7.0M 0.08% $15.77 +20.9%
263 NKE NIKE INC Consumer Cyclical 110,331.0 $7.0M 0.08% +52K +89.2% $63.71 -34.3%
264 TGT TARGET CORP Consumer Defensive 71,837.0 $7.0M 0.08% +16K +28.1% $97.75 +24.3%
265 VOE VANGUARD INDEX FDS 39,456.0 $7.0M 0.08% +3K +8.5% $177.37 +8.2%
266 IJS ISHARES TR 60,730.0 $6.9M 0.08% +24K +66.0% $113.72 +11.0%
267 VOT VANGUARD INDEX FDS 24,717.0 $6.9M 0.08% +3K +12.7% $279.14 +1.8%
268 APP APPLOVIN CORP Technology 10,152.0 $6.8M 0.08% +5K +108.6% $673.79 -26.9%
269 FFLC FIDELITY COVINGTON TRUST 127,193.0 $6.8M 0.08% $53.36 +8.2%
270 FIDELITY GREENWOOD STREET TR 234,336.0 $6.7M 0.08% NEW $28.68
271 VCLT VANGUARD SCOTTSDALE FDS 88,153.0 $6.7M 0.08% NEW $75.85 -3.0%
272 USHY ISHARES TR 177,563.0 $6.6M 0.08% +64K +56.3% $37.39 -1.6%
273 ICSH ISHARES TR 129,706.0 $6.6M 0.07% +7K +6.1% $50.58 -0.1%
274 TXN TEXAS INSTRS INC Technology 37,345.0 $6.5M 0.07% +11K +43.5% $173.49 +74.5%
275 TLH ISHARES TR 63,523.0 $6.5M 0.07% +31K +92.7% $101.67 -3.9%
276 PAUG INNOVATOR ETFS TRUST 149,180.0 $6.5M 0.07% -2K -1.3% $43.25 +4.1%
277 DDWM WISDOMTREE TR 147,412.0 $6.4M 0.07% +110K +298.2% $43.54 +5.9%
278 PH PARKER-HANNIFIN CORP Industrials 7,299.0 $6.4M 0.07% -261.0 -3.5% $879.01 -1.9%
279 SPG SIMON PPTY GROUP INC NEW Real Estate 33,478.0 $6.2M 0.07% +1K +3.8% $185.11 +8.1%
280 ITW ILLINOIS TOOL WKS INC Industrials 25,112.0 $6.2M 0.07% +3K +14.5% $246.30 +0.6%
Page 14 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%