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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 54 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PPL PPL CORP Utilities 17,367.0 $608K 0.01% +8K +82.8% $35.02 +1.2%
1062 CRNC CERENCE INC Technology 56,859.0 $608K 0.01% -44K -43.6% $10.69 -9.4%
1063 HSBC HSBC HLDGS PLC Financial Services 7,718.0 $607K 0.01% +3K +48.6% $78.68 +17.0%
1064 KHC KRAFT HEINZ CO Consumer Defensive 24,873.0 $603K 0.01% +6K +32.2% $24.25 -2.9%
1065 WCN WASTE CONNECTIONS INC Industrials 3,419.0 $600K 0.01% NEW $175.36 -10.5%
1066 DNOV FIRST TR EXCHNG TRADED FD VI 12,226.0 $597K 0.01% +572.0 +4.9% $48.84 +4.2%
1067 CPRT COPART INC Industrials 15,251.0 $597K 0.01% NEW $39.15 -12.1%
1068 HYMB SPDR SERIES TRUST 23,909.0 $596K 0.01% +6K +33.1% $24.94 -0.1%
1069 FIRST TR HIGH YIELD OPPRT 20 42,182.0 $593K 0.01% -58K -58.1% $14.07
1070 HIMS HIMS & HERS HEALTH INC Healthcare 18,199.0 $591K 0.01% +4K +30.1% $32.47 -26.1%
1071 KNSL KINSALE CAP GROUP INC Financial Services 1,506.0 $589K 0.01% +476.0 +46.2% $391.16 -20.2%
1072 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 25,198.0 $587K 0.01% +9K +51.5% $23.31 -2.6%
1073 SCJ ISHARES INC 6,390.0 $587K 0.01% NEW $91.81 +13.4%
1074 PUK PRUDENTIAL PLC Financial Services 18,830.0 $586K 0.01% +8K +70.5% $31.12 +0.4%
1075 PSTG PURE STORAGE INC Technology 8,736.0 $585K 0.01% +750.0 +9.4% $67.01 +25.1%
1076 JMST J P MORGAN EXCHANGE TRADED F 11,489.0 $585K 0.01% +3K +38.7% $50.94 -0.2%
1077 FELC FIDELITY COVINGTON TRUST 15,314.0 $585K 0.01% -78.0 -0.5% $38.17 +8.9%
1078 AMCX AMC NETWORKS INC Communication Services 61,150.0 $582K 0.01% +35K +134.0% $9.52 -5.5%
1079 AER AERCAP HOLDINGS NV Industrials 4,043.0 $581K 0.01% +239.0 +6.3% $143.75 -2.9%
1080 IGF ISHARES TR 9,470.0 $581K 0.01% +235.0 +2.5% $61.36 +10.0%
Page 54 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%