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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 43 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 STRL STERLING INFRASTRUCTURE INC Industrials 3,205.0 $981K 0.01% -286.0 -8.2% $306.23 +145.6%
842 AXON AXON ENTERPRISE INC Industrials 1,720.0 $977K 0.01% -1K -39.6% $568.05 -31.4%
843 RGLD ROYAL GOLD INC Basic Materials 4,392.0 $976K 0.01% NEW $222.27 +0.4%
844 JPIE J P MORGAN EXCHANGE TRADED F 21,044.0 $974K 0.01% +7K +53.9% $46.29 -0.8%
845 SF STIFEL FINL CORP Financial Services 7,774.0 $974K 0.01% +265.0 +3.5% $125.23 -41.7%
846 MCO MOODYS CORP Financial Services 1,905.0 $973K 0.01% -2K -44.2% $510.63 -12.8%
847 ARRY ARRAY TECHNOLOGIES INC Energy 105,270.0 $971K 0.01% +61K +135.9% $9.22 -11.1%
848 FLOT ISHARES TR 18,987.0 $966K 0.01% +14K +252.1% $50.86 +0.3%
849 GDEC FIRST TR EXCHNG TRADED FD VI 25,492.0 $964K 0.01% +440.0 +1.8% $37.82 +4.4%
850 HD CALL HOME DEPOT INC Consumer Cyclical 2,800.0 $963K 0.01% +1K +100.0% $344.10 -8.8%
851 FHN FIRST HORIZON CORPORATION Financial Services 40,294.0 $963K 0.01% +16K +68.4% $23.90 +0.8%
852 VDC VANGUARD WORLD FD 4,559.0 $963K 0.01% -32.0 -0.7% $211.23 +8.8%
853 GEN GEN DIGITAL INC Technology 35,344.0 $961K 0.01% NEW $27.19 -8.6%
854 DTE DTE ENERGY CO Utilities 7,445.0 $960K 0.01% +2K +36.6% $128.99 +11.4%
855 NAPR INNOVATOR ETFS TRUST 17,842.0 $958K 0.01% +9K +100.0% $53.70 +9.9%
856 STXE EA SERIES TRUST 26,671.0 $958K 0.01% +391.0 +1.5% $35.92 +35.9%
857 FLMI FRANKLIN TEMPLETON ETF TR 38,484.0 $957K 0.01% NEW $24.87 -0.4%
858 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,724.0 $956K 0.01% +2K +126.0% $256.81 +19.0%
859 SNPS SYNOPSYS INC Technology 2,033.0 $954K 0.01% +460.0 +29.2% $469.50 +6.3%
860 BKLC BNY MELLON ETF TRUST 7,248.0 $948K 0.01% +990.0 +15.8% $130.80 +8.8%
Page 43 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%