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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 45 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FXL FIRST TR EXCHANGE TRADED FD 5,356.0 $901K 0.01% +1K +38.3% $168.28 +16.5%
882 EA ELECTRONIC ARTS INC Communication Services 4,408.0 $901K 0.01% +2K +72.9% $204.32 -1.2%
883 WPC WP CAREY INC Real Estate 13,967.0 $899K 0.01% -805.0 -5.5% $64.36 +16.5%
884 FMHI FIRST TR EXCH TRADED FD III 18,747.0 $899K 0.01% +4K +30.4% $47.93 -0.6%
885 CENX CENTURY ALUM CO Basic Materials 22,935.0 $899K 0.01% NEW $39.18 +54.3%
886 LSCC LATTICE SEMICONDUCTOR CORP Technology 12,098.0 $890K 0.01% NEW $73.58 +89.4%
887 VTES VANGUARD WELLINGTON FD 8,760.0 $890K 0.01% +760.0 +9.5% $101.58 -0.8%
888 GSK GSK PLC Healthcare 18,037.0 $885K 0.01% -3K -13.9% $49.04 +5.1%
889 LPLA LPL FINL HLDGS INC Financial Services 2,472.0 $883K 0.01% +2K +179.3% $357.27 -19.4%
890 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 10,752.0 $882K 0.01% +3K +40.8% $82.02 -21.6%
891 CSL CARLISLE COS INC Industrials 2,754.0 $881K 0.01% +1K +94.2% $319.81 +3.9%
892 VOX VANGUARD WORLD FD 4,533.0 $878K 0.01% +705.0 +18.4% $193.63 +1.2%
893 FSMD FIDELITY COVINGTON TRUST 19,820.0 $875K 0.01% +1K +8.2% $44.13 +12.0%
894 SCHC SCHWAB STRATEGIC TR 19,209.0 $875K 0.01% +8K +76.1% $45.53 +10.3%
895 SN SHARKNINJA INC Consumer Cyclical 7,796.0 $872K 0.01% +5K +139.6% $111.90 -8.9%
896 MFC MANULIFE FINL CORP Financial Services 24,021.0 $871K 0.01% +9K +61.2% $36.28 +7.6%
897 HDV ISHARES TR 7,161.0 $871K 0.01% +542.0 +8.2% $121.60 -77.3%
898 NET CLOUDFLARE INC Technology 4,394.0 $866K 0.01% +643.0 +17.1% $197.13 +7.9%
899 KIM KIMCO RLTY CORP Real Estate 42,594.0 $863K 0.01% +925.0 +2.2% $20.27 +18.6%
900 RBLX ROBLOX CORP Technology 10,643.0 $862K 0.01% -20K -65.1% $81.03 -43.5%
Page 45 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%