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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 17 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SGOV ISHARES TR 51,334.0 $5.2M 0.06% -66K -56.3% $100.38 +0.2%
322 NVO NOVO-NORDISK A S Healthcare 100,685.0 $5.1M 0.06% +46K +84.0% $50.88 -12.1%
323 WTV WISDOMTREE TR 54,785.0 $5.1M 0.06% -2K -3.5% $93.30 +6.8%
324 FDL FIRST TR EXCHANGE-TRADED FD 114,974.0 $5.1M 0.06% +5K +4.2% $44.34 +13.1%
325 XLE SELECT SECTOR SPDR TR 112,782.0 $5.0M 0.06% +60K +114.4% $44.71 +35.4%
326 APD AIR PRODS & CHEMS INC Basic Materials 20,393.0 $5.0M 0.06% +6K +41.9% $247.03 +18.7%
327 BSY BENTLEY SYS INC Technology 130,886.0 $5.0M 0.06% +6K +4.6% $38.16 -12.7%
328 ITOT ISHARES TR 33,403.0 $5.0M 0.06% +13K +60.1% $148.69 +8.2%
329 LVS LAS VEGAS SANDS CORP Consumer Cyclical 76,160.0 $5.0M 0.06% NEW $65.09 -21.4%
330 INTU INTUIT Technology 7,480.0 $5.0M 0.06% +2K +32.0% $662.43 -40.7%
331 MSI MOTOROLA SOLUTIONS INC Technology 12,913.0 $4.9M 0.06% +5K +66.0% $383.32 +2.6%
332 DELL DELL TECHNOLOGIES INC Technology 39,024.0 $4.9M 0.06% +23K +146.4% $125.88 +92.3%
333 VFH VANGUARD WORLD FD 36,762.0 $4.9M 0.06% +706.0 +2.0% $133.49 -5.0%
334 CI THE CIGNA GROUP Healthcare 17,818.0 $4.9M 0.06% +13K +269.8% $275.23 +4.2%
335 MSFT CALL MICROSOFT CORP Technology 10,000.0 $4.8M 0.06% NEW $483.62 -12.8%
336 USIG ISHARES TR 93,193.0 $4.8M 0.06% +81K +696.3% $51.77 -2.0%
337 DVY ISHARES TR 34,122.0 $4.8M 0.06% +27K +361.4% $141.14 +8.0%
338 CENCORA INC 14,259.0 $4.8M 0.06% +6K +69.8% $337.74
339 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 32,720.0 $4.8M 0.06% +24K +284.1% $146.58 -9.1%
340 GTO INVESCO ACTIVELY MANAGED EXC 100,909.0 $4.8M 0.05% +33K +49.3% $47.42 -2.2%
Page 17 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%