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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 19 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VRTX VERTEX PHARMACEUTICALS INC Healthcare 9,734.0 $4.4M 0.05% +7K +242.9% $453.36 -3.6%
362 HYTR NORTHERN LTS FD TR III 198,301.0 $4.3M 0.05% NEW $21.72 -2.3%
363 CVNA CARVANA CO Consumer Cyclical 10,202.0 $4.3M 0.05% +178.0 +1.8% $422.02 -84.1%
364 THRO BLACKROCK ETF TRUST 111,316.0 $4.3M 0.05% +62K +127.2% $38.56 +9.5%
365 VCSH VANGUARD SCOTTSDALE FDS 53,315.0 $4.3M 0.05% +13K +32.9% $79.73 -1.2%
366 MP MP MATERIALS CORP Basic Materials 83,416.0 $4.2M 0.05% +75K +916.5% $50.52 +21.3%
367 MGV VANGUARD WORLD FD 29,829.0 $4.2M 0.05% +442.0 +1.5% $141.16 +9.6%
368 SPAB SPDR SERIES TRUST 162,820.0 $4.2M 0.05% +155K +1955.8% $25.75 -1.9%
369 GOVI INVESCO EXCH TRADED FD TR II 151,327.0 $4.2M 0.05% -16K -9.3% $27.55 -3.6%
370 APOS APOLLO GLOBAL MGMT INC Financial Services 28,789.0 $4.2M 0.05% +8K +36.3% $144.76 -82.1%
371 WELL WELLTOWER INC Real Estate 22,422.0 $4.2M 0.05% +3K +15.0% $185.61 +15.2%
372 KNG FIRST TR EXCHANGE-TRADED FD 84,509.0 $4.2M 0.05% +20K +31.4% $49.15 -1.0%
373 MET METLIFE INC Financial Services 52,494.0 $4.1M 0.05% +9K +20.7% $78.94 +1.1%
374 VXF VANGUARD INDEX FDS 19,788.0 $4.1M 0.05% +2K +12.3% $209.13 +7.1%
375 KMI KINDER MORGAN INC DEL Energy 150,251.0 $4.1M 0.05% +25K +19.6% $27.49 +22.3%
376 RSG REPUBLIC SVCS INC Industrials 19,414.0 $4.1M 0.05% +4K +23.5% $211.93 -1.7%
377 SHEL SHELL PLC Energy 55,626.0 $4.1M 0.05% +6K +11.7% $73.48 +16.2%
378 NSC NORFOLK SOUTHN CORP Industrials 14,092.0 $4.1M 0.05% +2K +14.7% $288.73 +9.4%
379 MUB ISHARES TR 37,981.0 $4.1M 0.05% +2K +4.3% $107.11 -1.0%
380 DFAS DIMENSIONAL ETF TRUST 57,785.0 $4.0M 0.05% +4K +7.7% $69.67 +8.9%
Page 19 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%