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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 32 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CVS CVS HEALTH CORP Healthcare 21,840.0 $1.7M 0.02% +4K +21.5% $79.36 +21.0%
622 LNG CHENIERE ENERGY INC Energy 8,845.0 $1.7M 0.02% +3K +39.6% $194.39 +27.4%
623 CSX CSX CORP Industrials 47,428.0 $1.7M 0.02% +16K +53.2% $36.25 +27.4%
624 SCHA SCHWAB STRATEGIC TR 60,338.0 $1.7M 0.02% +6K +10.9% $28.48 +12.6%
625 HSY HERSHEY CO Consumer Defensive 9,424.0 $1.7M 0.02% +5K +92.0% $181.98 +5.4%
626 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 32,783.0 $1.7M 0.02% NEW $52.28 +32.5%
627 PSA PUBLIC STORAGE OPER CO Real Estate 6,582.0 $1.7M 0.02% -766.0 -10.4% $259.50 +14.1%
628 O REALTY INCOME CORP Real Estate 30,267.0 $1.7M 0.02% +7K +30.8% $56.37 +9.5%
629 GWX SPDR INDEX SHS FDS 41,642.0 $1.7M 0.02% NEW $40.86 +10.4%
630 VIAV VIAVI SOLUTIONS INC Technology 95,107.0 $1.7M 0.02% NEW $17.82 +179.2%
631 TBLD THORNBURG INCM BUILDER OPP T Financial Services 84,238.0 $1.7M 0.02% +11K +14.6% $20.10 +8.7%
632 DFAC DIMENSIONAL ETF TRUST 42,656.0 $1.7M 0.02% +10K +29.6% $39.59 +7.8%
633 EIX EDISON INTL Utilities 28,048.0 $1.7M 0.02% NEW $60.02 +15.2%
634 EFAV ISHARES TR 19,512.0 $1.7M 0.02% +8K +67.0% $86.25 +6.2%
635 CASY CASEYS GEN STORES INC Consumer Cyclical 3,031.0 $1.7M 0.02% +1K +52.5% $552.84 +54.1%
636 AON AON PLC Financial Services 4,736.0 $1.7M 0.02% +4K +591.4% $352.89 -8.3%
637 SHAK SHAKE SHACK INC Consumer Cyclical 20,496.0 $1.7M 0.02% +17K +552.5% $81.17 -26.5%
638 IONQ IONQ INC Technology 37,006.0 $1.7M 0.02% +16K +73.7% $44.87 +9.9%
639 TDIV FIRST TR EXCHANGE TRADED FD 17,100.0 $1.7M 0.02% -6K -25.5% $96.84 +13.8%
640 FDS FACTSET RESH SYS INC Financial Services 5,683.0 $1.6M 0.02% +348.0 +6.5% $290.17 -22.7%
Page 32 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%