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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 28 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TUSI TOUCHSTONE ETF TRUST 86,170.0 $2.2M 0.03% +3K +3.4% $25.34 +0.0%
542 ESGU ISHARES TR 14,651.0 $2.2M 0.03% +6K +60.6% $148.98 +7.3%
543 CLS CELESTICA INC Technology 7,382.0 $2.2M 0.03% +6K +454.6% $295.61 +14.7%
544 QQQM CALL INVESCO EXCH TRADED FD TR II 8,600.0 $2.2M 0.03% +4K +100.0% $252.92 +14.2%
545 HAWX ISHARES TR 55,038.0 $2.2M 0.03% +17K +45.0% $39.48 +11.2%
546 HELO J P MORGAN EXCHANGE TRADED F 32,496.0 $2.2M 0.03% -2K -4.6% $66.43 +1.9%
547 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 58,100.0 $2.1M 0.02% +16K +36.8% $37.00 -10.7%
548 LLY PUT ELI LILLY & CO Healthcare 2,000.0 $2.1M 0.02% NEW $1074.68 -8.1%
549 CEG CONSTELLATION ENERGY CORP Utilities 6,080.0 $2.1M 0.02% +1K +30.6% $353.27 -26.2%
550 AOR ISHARES TR 32,929.0 $2.1M 0.02% +3K +9.8% $65.01 +4.3%
551 LQD ISHARES TR 19,361.0 $2.1M 0.02% $110.19 -2.8%
552 POOL POOL CORP Industrials 9,313.0 $2.1M 0.02% +913.0 +10.9% $228.76 -20.7%
553 BEAM BEAM THERAPEUTICS INC Healthcare 76,825.0 $2.1M 0.02% NEW $27.72 -5.0%
554 CAH CARDINAL HEALTH INC Healthcare 10,320.0 $2.1M 0.02% +2K +23.7% $205.51 -2.5%
555 SPMD SPDR SERIES TRUST 36,539.0 $2.1M 0.02% NEW $57.91 +8.2%
556 ZTS ZOETIS INC Healthcare 16,748.0 $2.1M 0.02% -3K -16.0% $125.81 -38.2%
557 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 27,590.0 $2.1M 0.02% -146.0 -0.5% $76.23 -12.3%
558 DEO DIAGEO PLC Consumer Defensive 24,337.0 $2.1M 0.02% +8K +51.8% $86.27 -2.9%
559 SPSM SPDR SERIES TRUST 44,616.0 $2.1M 0.02% +33K +289.4% $46.86 +10.6%
560 CADENCE BANK 48,655.0 $2.1M 0.02% +22K +79.6% $42.84
Page 28 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%