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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 15 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,603.0 $6.1M 0.07% +6K +131.4% $579.44 -24.4%
282 DLN WISDOMTREE TR 69,424.0 $6.1M 0.07% +12K +21.9% $88.08 +8.0%
283 SNA SNAP ON INC Industrials 17,667.0 $6.1M 0.07% +1K +6.5% $344.59 +4.4%
284 QGRW WISDOMTREE TR 103,321.0 $6.1M 0.07% +746.0 +0.7% $58.67 +10.3%
285 IBB ISHARES TR 35,689.0 $6.0M 0.07% +32K +809.7% $168.77 -2.8%
286 AMAT APPLIED MATLS INC Technology 23,300.0 $6.0M 0.07% +13K +116.4% $257.00 +60.9%
287 BK BANK NEW YORK MELLON CORP Financial Services 51,268.0 $6.0M 0.07% +26K +100.3% $116.09 +17.6%
288 DE DEERE & CO Industrials 12,748.0 $5.9M 0.07% +7K +107.6% $465.56 +20.7%
289 PFXF VANECK ETF TRUST 335,329.0 $5.9M 0.07% +2K +0.6% $17.66 +3.7%
290 AEP AMERICAN ELEC PWR CO INC Utilities 51,271.0 $5.9M 0.07% +14K +37.0% $115.31 +10.7%
291 VCR VANGUARD WORLD FD 14,880.0 $5.9M 0.07% +504.0 +3.5% $393.93 -2.4%
292 AAPL CALL APPLE INC Technology 21,600.0 $5.8M 0.07% +12K +127.4% $269.99 +10.3%
293 JCPB J P MORGAN EXCHANGE TRADED F 122,951.0 $5.8M 0.07% +15K +14.0% $47.35 -1.9%
294 CGGO CAPITAL GROUP GBL GROWTH EQT 167,238.0 $5.8M 0.07% +75K +81.2% $34.65 +11.3%
295 VRT VERTIV HOLDINGS CO Industrials 35,638.0 $5.8M 0.07% +27K +317.8% $162.01 +129.0%
296 TT TRANE TECHNOLOGIES PLC Industrials 14,835.0 $5.8M 0.07% +3K +21.5% $389.19 +19.9%
297 FNDE SCHWAB STRATEGIC TR 159,359.0 $5.7M 0.07% +7K +4.4% $36.06 +11.9%
298 UNILEVER PLC 87,844.0 $5.7M 0.07% NEW $65.40
299 IGM ISHARES TR 44,109.0 $5.7M 0.07% +5K +13.4% $129.16 +18.4%
300 MBB ISHARES TR 59,810.0 $5.7M 0.07% +26K +75.4% $95.22 -1.8%
Page 15 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%