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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 5 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ VERIZON COMMUNICATIONS INC Communication Services 528,459.0 $21.5M 0.24% +277K +110.4% $40.73 +15.5%
82 IEF ISHARES TR 223,259.0 $21.5M 0.24% +76K +52.1% $96.16 -2.8%
83 IWR ISHARES TR 220,505.0 $21.2M 0.24% +203K +1138.0% $96.27 +7.7%
84 CB CHUBB LIMITED Financial Services 67,846.0 $21.2M 0.24% +44K +184.0% $312.12 +3.9%
85 XLV SELECT SECTOR SPDR TR 136,467.0 $21.1M 0.24% +53K +63.9% $154.80 -6.3%
86 DYNF BLACKROCK ETF TRUST 344,354.0 $20.9M 0.24% +169K +96.8% $60.81 +9.0%
87 RTX RTX CORPORATION Industrials 113,039.0 $20.7M 0.24% +40K +54.7% $183.40 -4.2%
88 GE GE AEROSPACE Industrials 67,537.0 $20.6M 0.23% +28K +70.3% $304.62 -4.3%
89 XLC SELECT SECTOR SPDR TR 174,758.0 $20.6M 0.23% +80K +84.2% $117.72 -1.4%
90 UBER UBER TECHNOLOGIES INC Technology 251,479.0 $20.5M 0.23% +134K +114.6% $81.71 -8.6%
91 MA MASTERCARD INCORPORATED Financial Services 35,923.0 $20.5M 0.23% +12K +49.5% $570.87 -14.2%
92 VGT VANGUARD WORLD FD 27,078.0 $20.4M 0.23% +1K +4.5% $753.79 -85.0%
93 AMD ADVANCED MICRO DEVICES INC Technology 93,067.0 $19.9M 0.23% +47K +103.6% $214.16 +98.0%
94 MCD MCDONALDS CORP Consumer Cyclical 65,121.0 $19.9M 0.23% +24K +60.1% $305.63 -10.0%
95 QQQM INVESCO EXCH TRADED FD TR II 77,334.0 $19.6M 0.22% +22K +39.8% $252.92 +15.4%
96 BIL SPDR SERIES TRUST 212,921.0 $19.5M 0.22% -104K -32.8% $91.38 +0.2%
97 SPMO INVESCO EXCH TRADED FD TR II 162,175.0 $19.4M 0.22% +24K +17.0% $119.32 +20.2%
98 FVD FIRST TR EXCHANGE-TRADED FD 417,920.0 $19.3M 0.22% +9K +2.2% $46.08 +1.2%
99 IUSG ISHARES TR 113,980.0 $19.1M 0.22% +8K +7.9% $167.94 +11.2%
100 RSP INVESCO EXCHANGE TRADED FD T 99,503.0 $19.1M 0.22% +18K +22.5% $191.56 +5.2%
Page 5 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%