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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 23 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 QTEC FIRST TR EXCHANGE-TRADED FD 13,580.0 $3.1M 0.04% +6K +69.1% $230.21 +25.5%
442 BBY BEST BUY INC Consumer Cyclical 70,280.0 $3.1M 0.04% +35K +100.6% $44.42 +30.6%
443 XYLD GLOBAL X FDS 76,754.0 $3.1M 0.04% +2K +2.9% $40.63 -1.5%
444 VMBS VANGUARD SCOTTSDALE FDS 66,163.0 $3.1M 0.04% +9K +16.5% $47.08 -2.1%
445 VDE VANGUARD WORLD FD 24,692.0 $3.1M 0.04% -150.0 -0.6% $125.92 +36.2%
446 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 93,875.0 $3.1M 0.04% +43K +86.1% $33.02 +2.9%
447 FDN FIRST TR EXCHANGE-TRADED FD 11,502.0 $3.1M 0.04% +4K +53.6% $269.18 +0.3%
448 DJUN FIRST TR EXCHNG TRADED FD VI 64,774.0 $3.1M 0.04% +4K +6.2% $47.34 +3.4%
449 JMEE J P MORGAN EXCHANGE TRADED F 47,448.0 $3.1M 0.04% +11K +29.7% $64.38 +10.5%
450 VNLA JANUS DETROIT STR TR 61,956.0 $3.0M 0.04% +7K +13.4% $49.14 -0.3%
451 GPC GENUINE PARTS CO Consumer Cyclical 24,753.0 $3.0M 0.04% +11K +75.5% $122.96 -25.8%
452 PYPL PAYPAL HLDGS INC Financial Services 52,090.0 $3.0M 0.04% +5K +10.7% $58.38 -24.5%
453 BSJV INVESCO EXCH TRD SLF IDX FD 113,786.0 $3.0M 0.04% $26.70 -3.1%
454 HYS PIMCO ETF TR 32,037.0 $3.0M 0.04% +2K +8.0% $94.82 -2.0%
455 B BARRICK MNG CORP Basic Materials 69,704.0 $3.0M 0.04% +53K +322.8% $43.55 -8.1%
456 PAYX PAYCHEX INC Industrials 26,955.0 $3.0M 0.03% +2K +8.0% $112.18 -15.4%
457 MDLZ MONDELEZ INTL INC Consumer Defensive 56,143.0 $3.0M 0.03% +2K +4.4% $53.83 +14.6%
458 F FORD MTR CO Consumer Cyclical 269,138.0 $3.0M 0.03% +19K +7.8% $11.23 +14.0%
459 MCHP MICROCHIP TECHNOLOGY INC. Technology 47,393.0 $3.0M 0.03% +4K +8.2% $63.72 +45.6%
460 VV VANGUARD INDEX FDS 9,562.0 $3.0M 0.03% +223.0 +2.4% $314.78 +7.3%
Page 23 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%