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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 44 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TK TEEKAY CORPORATION LTD Energy 104,840.0 $947K 0.01% +59K +128.1% $9.03 +56.7%
862 IDV ISHARES TR 23,974.0 $946K 0.01% +8K +47.3% $39.45 +15.0%
863 BIO BIO RAD LABS INC Healthcare 3,116.0 $944K 0.01% NEW $302.99 -5.4%
864 EMN EASTMAN CHEM CO Basic Materials 14,789.0 $944K 0.01% +465.0 +3.2% $63.83 +14.7%
865 BALT INNOVATOR ETFS TRUST 28,142.0 $943K 0.01% +13K +86.2% $33.51 +1.8%
866 LECO LINCOLN ELEC HLDGS INC Industrials 3,934.0 $943K 0.01% NEW $239.64 +8.5%
867 MPWR MONOLITHIC PWR SYS INC Technology 1,033.0 $936K 0.01% +442.0 +74.8% $906.27 +72.3%
868 VYMI VANGUARD WHITEHALL FDS 10,377.0 $934K 0.01% +746.0 +7.8% $89.99 +11.3%
869 FIDI FIDELITY COVINGTON TRUST 36,003.0 $933K 0.01% +11K +42.3% $25.91 +9.5%
870 VAW VANGUARD WORLD FD 4,492.0 $932K 0.01% -120.0 -2.6% $207.56 +9.2%
871 EVRG EVERGY INC Utilities 12,844.0 $931K 0.01% +458.0 +3.7% $72.49 +15.4%
872 EXPD EXPEDITORS INTL WASH INC Industrials 6,238.0 $929K 0.01% +3K +78.6% $149.00 +5.5%
873 SDOG ALPS ETF TR 15,360.0 $929K 0.01% +880.0 +6.1% $60.47 +10.6%
874 LEU CENTRUS ENERGY CORP Energy 3,797.0 $922K 0.01% -39.0 -1.0% $242.76 -27.0%
875 NDSN NORDSON CORP Industrials 3,819.0 $918K 0.01% NEW $240.42 +19.3%
876 KAPR INNOVATOR ETFS TRUST 26,108.0 $917K 0.01% +13K +100.0% $35.13 +10.2%
877 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,919.0 $915K 0.01% -579.0 -3.5% $57.49 +34.1%
878 PNOV INNOVATOR ETFS TRUST 21,636.0 $904K 0.01% +1K +5.9% $41.78 +5.2%
879 NTAP NETAPP INC Technology 8,440.0 $904K 0.01% +5K +140.3% $107.10 +15.7%
880 ROBT FIRST TR EXCHANGE TRADED FD 17,420.0 $904K 0.01% +13K +335.2% $51.87 +5.8%
Page 44 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%