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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 21 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DFAU DIMENSIONAL ETF TRUST 79,560.0 $3.7M 0.04% +32K +66.7% $46.80 +7.5%
402 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 22,970.0 $3.7M 0.04% +5K +31.2% $161.96 -3.7%
403 MAR MARRIOTT INTL INC NEW Consumer Cyclical 11,977.0 $3.7M 0.04% +4K +44.5% $310.24 +15.8%
404 NLR VANECK ETF TRUST 29,818.0 $3.7M 0.04% $124.20 +0.7%
405 HYLS FIRST TR EXCHANGE-TRADED FD 87,777.0 $3.7M 0.04% +11K +13.6% $41.86 -2.8%
406 PEP PUT PEPSICO INC Consumer Defensive 25,600.0 $3.7M 0.04% $143.52 +3.9%
407 RJF RAYMOND JAMES FINL INC Financial Services 22,827.0 $3.7M 0.04% +8K +56.7% $160.59 -3.8%
408 HEFA ISHARES TR 88,103.0 $3.6M 0.04% +26K +42.2% $41.36 +7.5%
409 ARKB ARK 21SHARES BITCOIN ETF Financial Services 124,600.0 $3.6M 0.04% -762.0 -0.6% $29.04 -12.3%
410 LVHI LEGG MASON ETF INVT 97,636.0 $3.6M 0.04% +12K +14.1% $36.82 +12.2%
411 DLR DIGITAL RLTY TR INC Real Estate 23,199.0 $3.6M 0.04% +2K +10.1% $154.71 +21.8%
412 SHLD GLOBAL X FDS 55,326.0 $3.6M 0.04% +14K +35.0% $64.79 -1.2%
413 SDY SPDR SERIES TRUST 25,576.0 $3.6M 0.04% +1K +5.8% $139.16 +6.2%
414 BLV VANGUARD BD INDEX FDS 51,067.0 $3.6M 0.04% +4K +9.0% $69.52 -4.1%
415 WEC WEC ENERGY GROUP INC Utilities 33,646.0 $3.5M 0.04% +5K +16.2% $105.46 +3.9%
416 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 5,876.0 $3.5M 0.04% +5K +719.5% $603.27 +8.1%
417 ALL ALLSTATE CORP Financial Services 17,013.0 $3.5M 0.04% +3K +23.6% $208.14 +7.9%
418 AIRR FIRST TR EXCHANGE TRADED FD 35,753.0 $3.5M 0.04% -5K -11.2% $98.32 +24.6%
419 BDX BECTON DICKINSON & CO Healthcare 17,834.0 $3.5M 0.04% +4K +30.8% $194.07 -24.3%
420 TCAF T ROWE PRICE ETF INC 89,806.0 $3.4M 0.04% +18K +24.5% $38.22 +4.2%
Page 21 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%