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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 48 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 EPR EPR PPTYS Real Estate 15,678.0 $782K 0.01% +8K +107.3% $49.90 +17.6%
942 DKNG DRAFTKINGS INC NEW Consumer Cyclical 22,700.0 $782K 0.01% +800.0 +3.6% $34.46 -26.3%
943 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 40,511.0 $778K 0.01% NEW $19.20 +5.2%
944 IVOO VANGUARD ADMIRAL FDS INC 6,912.0 $773K 0.01% +120.0 +1.8% $111.80 +10.3%
945 FLTR VANECK ETF TRUST 30,270.0 $771K 0.01% -5K -14.1% $25.48 +0.3%
946 KTB KONTOOR BRANDS INC Consumer Cyclical 12,616.0 $771K 0.01% +7K +146.4% $61.09 +13.6%
947 BIIB BIOGEN INC Healthcare 4,376.0 $770K 0.01% +3K +178.4% $175.97 +7.7%
948 SKYW SKYWEST INC Industrials 7,644.0 $767K 0.01% +4K +95.2% $100.41 -17.0%
949 ONTO ONTO INNOVATION INC Technology 4,860.0 $767K 0.01% +3K +131.1% $157.85 +65.6%
950 PFEB INNOVATOR ETFS TRUST 18,837.0 $767K 0.01% $40.72 +4.9%
951 GGG GRACO INC Industrials 9,324.0 $764K 0.01% NEW $81.97 -8.1%
952 DOV DOVER CORP Industrials 3,909.0 $763K 0.01% +1K +59.5% $195.27 +6.4%
953 CNP CENTERPOINT ENERGY INC Utilities 19,888.0 $763K 0.01% +6K +45.4% $38.34 +10.8%
954 JANW AIM ETF PRODUCTS TRUST 20,546.0 $760K 0.01% +193.0 +0.9% $37.01 +3.8%
955 PULS PGIM ETF TR 15,331.0 $760K 0.01% +6K +64.3% $49.59 +0.2%
956 VPU VANGUARD WORLD FD 4,103.0 $759K 0.01% -91.0 -2.2% $185.04 +5.3%
957 IWS ISHARES TR 5,344.0 $754K 0.01% +2K +57.1% $141.05 +11.7%
958 ENVX ENOVIX CORPORATION Industrials 103,052.0 $753K 0.01% +24K +30.7% $7.31 -13.8%
959 DIVO AMPLIFY ETF TR 16,903.0 $752K 0.01% +7K +77.5% $44.50 +3.1%
960 UCON FIRST TR EXCHNG TRADED FD VI 29,798.0 $750K 0.01% -608.0 -2.0% $25.17 -1.6%
Page 48 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%