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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 29 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EOG EOG RES INC Energy 19,745.0 $2.1M 0.02% +8K +66.4% $105.01 +36.2%
562 ROP ROPER TECHNOLOGIES INC Industrials 4,623.0 $2.1M 0.02% +238.0 +5.4% $445.17 -25.6%
563 FXO FIRST TR EXCHANGE TRADED FD 34,004.0 $2.1M 0.02% NEW $60.35 -2.9%
564 SCUS SCHWAB STRATEGIC TR 81,326.0 $2.0M 0.02% -2K -2.4% $25.18 -0.0%
565 FIRST TR EXCHANGE TRADED FD 98,201.0 $2.0M 0.02% $20.82
566 NVS NOVARTIS AG Healthcare 14,815.0 $2.0M 0.02% +4K +36.6% $137.87 +8.2%
567 TAFM AB ACTIVE ETFS INC 80,187.0 $2.0M 0.02% +15K +23.2% $25.42 -0.9%
568 CDNS CADENCE DESIGN SYSTEM INC Technology 6,509.0 $2.0M 0.02% +5K +313.8% $312.60 +8.2%
569 VISN COMMSCOPE HLDG CO INC Technology 112,058.0 $2.0M 0.02% NEW $18.13 -38.4%
570 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,122.0 $2.0M 0.02% +7K +57.4% $100.89 -4.3%
571 CTVA CORTEVA INC Basic Materials 30,281.0 $2.0M 0.02% +5K +20.1% $67.03 +21.0%
572 NU NU HLDGS LTD Financial Services 120,488.0 $2.0M 0.02% NEW $16.74 -26.6%
573 PDEC INNOVATOR ETFS TRUST 46,259.0 $2.0M 0.02% +2K +4.7% $43.38 +4.4%
574 QQQI NEOS ETF TRUST 36,959.0 $2.0M 0.02% +4K +13.6% $53.86 +4.2%
575 REGN REGENERON PHARMACEUTICALS Healthcare 2,560.0 $2.0M 0.02% +753.0 +41.7% $771.82 -18.4%
576 XSOE WISDOMTREE TR 50,423.0 $2.0M 0.02% -3K -6.2% $39.02 +17.1%
577 PHM PULTE GROUP INC Consumer Cyclical 16,753.0 $2.0M 0.02% +10K +166.5% $117.26 -4.7%
578 UNM UNUM GROUP Financial Services 25,319.0 $2.0M 0.02% -258.0 -1.0% $77.50 +6.8%
579 PNC PNC FINL SVCS GROUP INC Financial Services 9,400.0 $2.0M 0.02% +3K +43.6% $208.72 +2.4%
580 STT STATE STR CORP Financial Services 15,187.0 $2.0M 0.02% NEW $129.01 +19.2%
Page 29 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%