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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 36 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DD DUPONT DE NEMOURS INC Basic Materials 34,328.0 $1.4M 0.02% +3K +9.3% $40.20 +17.3%
702 HCA HCA HEALTHCARE INC Healthcare 2,951.0 $1.4M 0.02% +665.0 +29.1% $466.89 -15.1%
703 EXEL EXELIXIS INC Healthcare 31,421.0 $1.4M 0.02% +8K +31.4% $43.83 +12.9%
704 FANG DIAMONDBACK ENERGY INC Energy 9,113.0 $1.4M 0.02% +4K +71.5% $150.32 +40.1%
705 AIQ GLOBAL X FDS 26,919.0 $1.4M 0.02% +708.0 +2.7% $50.86 +19.4%
706 SPTL SPDR SERIES TRUST 51,668.0 $1.4M 0.02% -3K -4.8% $26.47 -4.4%
707 SPY CALL SPDR S&P 500 ETF TR Financial Services 2,000.0 $1.4M 0.02% NEW $681.92 +7.9%
708 J P MORGAN EXCHANGE TRADED F 21,560.0 $1.4M 0.02% +16K +264.1% $63.18
709 AN AUTONATION INC Consumer Cyclical 6,567.0 $1.4M 0.01% +1K +18.5% $206.48 -13.6%
710 OHI OMEGA HEALTHCARE INVS INC Real Estate 30,472.0 $1.4M 0.01% -2K -7.5% $44.34 +10.7%
711 CARR CARRIER GLOBAL CORPORATION Industrials 25,559.0 $1.4M 0.01% -10K -27.7% $52.84 +16.5%
712 FJUL FIRST TR EXCHNG TRADED FD VI 24,101.0 $1.3M 0.01% +766.0 +3.3% $55.92 +4.9%
713 TRFK PACER FDS TR 21,014.0 $1.3M 0.01% NEW $64.06 +39.5%
714 RDDT REDDIT INC Communication Services 5,854.0 $1.3M 0.01% +1K +26.9% $229.87 -36.0%
715 VPL VANGUARD INTL EQUITY INDEX F 14,757.0 $1.3M 0.01% +6K +70.5% $90.39 +21.0%
716 MNBD ALPS ETF TR 51,308.0 $1.3M 0.01% +43K +508.2% $25.97 -0.8%
717 AIG AMERICAN INTL GROUP INC Financial Services 15,575.0 $1.3M 0.01% +4K +34.3% $85.55 -10.0%
718 GIS GENERAL MLS INC Consumer Defensive 28,634.0 $1.3M 0.01% +11K +61.0% $46.50 -28.5%
719 FXU FIRST TR EXCHANGE TRADED FD 29,513.0 $1.3M 0.01% +4K +15.3% $45.01 +7.6%
720 AEE AMEREN CORP Utilities 13,284.0 $1.3M 0.01% NEW $99.86 +9.6%
Page 36 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%