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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 51 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ACWV ISHARES INC 5,851.0 $695K 0.01% +78.0 +1.4% $118.76 +2.8%
1002 IGBH ISHARES U S ETF TR 28,192.0 $694K 0.01% NEW $24.63 +0.2%
1003 PAGAYA TECHNOLOGIES LTD 33,177.0 $693K 0.01% NEW $20.90
1004 IOO ISHARES TR 5,461.0 $692K 0.01% +90.0 +1.7% $126.67 +11.9%
1005 SAIC SCIENCE APPLICATIONS INTL CO Technology 6,854.0 $690K 0.01% +4K +140.6% $100.67 -4.1%
1006 GLDM WORLD GOLD TR Financial Services 8,051.0 $687K 0.01% +1K +20.9% $85.37 +5.3%
1007 BNOV INNOVATOR ETFS TRUST 15,448.0 $687K 0.01% -603.0 -3.8% $44.46 +6.5%
1008 FMAR FIRST TR EXCHNG TRADED FD VI 14,460.0 $686K 0.01% -685.0 -4.5% $47.47 +9.2%
1009 INSM INSMED INC Healthcare 3,930.0 $684K 0.01% +2K +73.7% $174.04 -37.1%
1010 PR PERMIAN RESOURCES CORP Energy 48,687.0 $683K 0.01% -498.0 -1.0% $14.03 +48.9%
1011 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 16,032.0 $682K 0.01% +2K +18.4% $42.55 +5.2%
1012 SLYV SPDR SERIES TRUST 7,498.0 $682K 0.01% +5K +167.6% $90.98 +12.6%
1013 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,265.0 $678K 0.01% +460.0 +16.4% $207.81 -39.0%
1014 BE BLOOM ENERGY CORP Industrials 7,759.0 $674K 0.01% +5K +202.7% $86.89 +254.3%
1015 IDXX IDEXX LABS INC Healthcare 994.0 $673K 0.01% -642.0 -39.2% $676.78 -18.3%
1016 SEIC SEI INVTS CO Financial Services 8,197.0 $672K 0.01% +2K +39.4% $82.02 +10.7%
1017 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,043.0 $671K 0.01% +1K +251.6% $328.59 -22.7%
1018 IREN IREN LIMITED Financial Services 17,743.0 $670K 0.01% +9K +103.8% $37.77 +53.7%
1019 TALO TALOS ENERGY INC Energy 60,723.0 $669K 0.01% $11.02 +47.0%
1020 IYK ISHARES TR 9,995.0 $669K 0.01% +964.0 +10.7% $66.92 +8.3%
Page 51 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%