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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 49 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CORP PIMCO ETF TR 7,641.0 $748K 0.01% +382.0 +5.3% $97.85 -1.9%
962 DT DYNATRACE INC Technology 17,207.0 $746K 0.01% +9K +115.1% $43.34 -9.7%
963 RDIV INVESCO EXCH TRADED FD TR II 14,264.0 $742K 0.01% -90.0 -0.6% $52.04 +10.6%
964 XHR XENIA HOTELS & RESORTS INC Real Estate 52,441.0 $742K 0.01% +31K +142.1% $14.14 +19.5%
965 BSEP INNOVATOR ETFS TRUST 15,016.0 $740K 0.01% -270.0 -1.8% $49.25 +5.6%
966 UMBF UMB FINL CORP Financial Services 6,424.0 $739K 0.01% +112.0 +1.8% $115.04 +13.2%
967 PMAR INNOVATOR ETFS TRUST 16,409.0 $737K 0.01% +426.0 +2.7% $44.94 +5.5%
968 EAT BRINKER INTL INC Consumer Cyclical 5,128.0 $736K 0.01% +3K +103.7% $143.52 -4.8%
969 RMD RESMED INC Healthcare 3,052.0 $735K 0.01% +746.0 +32.4% $240.88 -12.9%
970 ITB ISHARES TR 7,609.0 $733K 0.01% -81.0 -1.1% $96.31 -5.7%
971 ISPY PROSHARES TR 16,000.0 $730K 0.01% $45.63 +6.1%
972 XT ISHARES TR 10,407.0 $726K 0.01% NEW $69.74 +14.9%
973 NFRA FLEXSHARES TR 11,992.0 $726K 0.01% +2K +14.3% $60.51 +9.2%
974 FIRST TR EXCH TRADED FD III 10,210.0 $725K 0.01% NEW $70.99
975 MAS MASCO CORP Industrials 11,372.0 $722K 0.01% +6K +115.2% $63.46 +5.8%
976 OMC OMNICOM GROUP INC Communication Services 8,937.0 $722K 0.01% +4K +75.7% $80.75 -8.6%
977 VICI VICI PPTYS INC Real Estate 25,632.0 $721K 0.01% +3K +14.9% $28.12 +1.0%
978 DGX QUEST DIAGNOSTICS INC Healthcare 4,148.0 $720K 0.01% +2K +64.2% $173.55 +11.7%
979 DNP DNP SELECT INCOME FD INC Financial Services 71,915.0 $718K 0.01% -1K -1.9% $9.99 +8.3%
980 JPEF J P MORGAN EXCHANGE TRADED F 9,613.0 $718K 0.01% +2K +31.4% $74.69 +6.7%
Page 49 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%