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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 53 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PEO ADAM NAT RES FD INC Financial Services 29,253.0 $636K 0.01% +5K +21.0% $21.74 +21.3%
1042 DVYE ISHARES INC 20,400.0 $636K 0.01% -1K -6.0% $31.16 +9.9%
1043 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,645.0 $634K 0.01% +4K +91.8% $82.99 -37.0%
1044 ATI ATI INC Industrials 5,510.0 $632K 0.01% +1K +30.1% $114.76 +39.8%
1045 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 30,224.0 $628K 0.01% $20.79 -2.4%
1046 NUEM NUSHARES ETF TR 17,628.0 $627K 0.01% +8K +87.0% $35.58 +14.1%
1047 VLUE ISHARES TR 4,574.0 $625K 0.01% +2K +71.9% $136.74 +35.2%
1048 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 16,218.0 $624K 0.01% $38.48 -0.8%
1049 CNXC CONCENTRIX CORP Technology 14,993.0 $623K 0.01% +9K +131.0% $41.58 -37.8%
1050 ABR ARBOR REALTY TRUST INC Real Estate 80,220.0 $623K 0.01% -35K -30.7% $7.76 -23.8%
1051 KRE SPDR SERIES TRUST 9,603.0 $622K 0.01% +5K +101.2% $64.81 +6.8%
1052 ETG EATON VANCE TX ADV GLBL DIV Financial Services 26,915.0 $622K 0.01% $23.10 -1.7%
1053 LKQ LKQ CORP Consumer Cyclical 20,538.0 $620K 0.01% NEW $30.20 -11.0%
1054 TIDAL TRUST II 20,810.0 $616K 0.01% NEW $29.60
1055 KEX KIRBY CORP Industrials 5,584.0 $615K 0.01% NEW $110.18 +32.2%
1056 IRM IRON MTN INC DEL Real Estate 7,411.0 $615K 0.01% +2K +34.2% $82.95 +53.5%
1057 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 51,075.0 $614K 0.01% -5K -8.4% $12.02 -4.2%
1058 FEMB FIRST TR EXCH TRADED FD III 20,480.0 $610K 0.01% +5K +34.8% $29.80 -2.5%
1059 VTWO VANGUARD SCOTTSDALE FDS 6,124.0 $610K 0.01% +1K +31.0% $99.53 +14.7%
1060 EFX EQUIFAX INC Industrials 2,808.0 $609K 0.01% +1K +86.5% $216.98 -24.8%
Page 53 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%