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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 26 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VTWG VANGUARD SCOTTSDALE FDS 10,736.0 $2.5M 0.03% +222.0 +2.1% $235.99 +9.3%
502 VBK VANGUARD INDEX FDS 8,359.0 $2.5M 0.03% +577.0 +7.4% $302.11 +10.0%
503 WMB WILLIAMS COS INC Energy 41,863.0 $2.5M 0.03% +5K +14.1% $60.11 +29.2%
504 KKR KKR & CO INC Financial Services 19,728.0 $2.5M 0.03% +11K +125.6% $127.48 -24.7%
505 EPS WISDOMTREE TR 35,461.0 $2.5M 0.03% -3K -7.4% $70.86 +7.9%
506 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 17,462.0 $2.5M 0.03% +2K +13.9% $143.89 +19.7%
507 IJK ISHARES TR 25,861.0 $2.5M 0.03% +11K +71.2% $96.88 +12.1%
508 SYY SYSCO CORP Consumer Defensive 33,982.0 $2.5M 0.03% +8K +31.6% $73.69 -0.2%
509 DRI DARDEN RESTAURANTS INC Consumer Cyclical 13,598.0 $2.5M 0.03% +10K +313.9% $184.02 +5.3%
510 KEYS KEYSIGHT TECHNOLOGIES INC Technology 12,254.0 $2.5M 0.03% +573.0 +4.9% $203.19 +67.6%
511 EQIX EQUINIX INC Real Estate 3,241.0 $2.5M 0.03% +592.0 +22.4% $765.99 +38.7%
512 AUSF GLOBAL X FDS 53,039.0 $2.5M 0.03% +15K +37.6% $46.37 +5.2%
513 SCHV SCHWAB STRATEGIC TR 82,634.0 $2.4M 0.03% -2K -2.0% $29.61 +9.9%
514 TMUS T-MOBILE US INC Communication Services 11,896.0 $2.4M 0.03% +172.0 +1.5% $203.03 -6.1%
515 AWK AMERICAN WTR WKS CO INC NEW Utilities 18,506.0 $2.4M 0.03% -775.0 -4.0% $130.50 -4.9%
516 ECL ECOLAB INC Basic Materials 9,159.0 $2.4M 0.03% +3K +38.2% $262.52 -5.1%
517 CBSH COMMERCE BANCSHARES INC Financial Services 45,810.0 $2.4M 0.03% $52.34 -0.8%
518 ARES ARES MANAGEMENT CORPORATION Financial Services 14,818.0 $2.4M 0.03% +7K +78.9% $161.63 -25.1%
519 IJJ ISHARES TR 18,184.0 $2.4M 0.03% +8K +70.6% $131.59 +4.4%
520 VIS VANGUARD WORLD FD 7,952.0 $2.4M 0.03% +786.0 +11.0% $298.39 +10.1%
Page 26 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%