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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 55 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ALAB ASTERA LABS INC Technology 3,482.0 $579K 0.01% -756.0 -17.8% $166.36 +79.0%
1082 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 39,529.0 $578K 0.01% NEW $14.62 -11.6%
1083 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 17,294.0 $577K 0.01% $33.37 +3.7%
1084 PPA INVESCO EXCHANGE TRADED FD T 3,682.0 $577K 0.01% +318.0 +9.4% $156.62 +7.2%
1085 OGE OGE ENERGY CORP Utilities 13,477.0 $575K 0.01% +200.0 +1.5% $42.70 +12.6%
1086 HOMZ ETF SER SOLUTIONS 12,675.0 $575K 0.01% -3K -20.0% $45.36 -4.2%
1087 EXC EXELON CORP Utilities 13,183.0 $575K 0.01% +1K +9.2% $43.59 +4.0%
1088 ESS ESSEX PPTY TR INC Real Estate 2,188.0 $573K 0.01% +161.0 +7.9% $261.69 +4.6%
1089 IWL ISHARES TR 3,352.0 $572K 0.01% $170.65 +8.3%
1090 OC OWENS CORNING NEW Industrials 5,092.0 $570K 0.01% NEW $111.92 +3.7%
1091 DFIV DIMENSIONAL ETF TRUST 11,406.0 $569K 0.01% +991.0 +9.5% $49.90 +11.8%
1092 HYD VANECK ETF TRUST 11,119.0 $568K 0.01% -344.0 -3.0% $51.12 -0.9%
1093 PGX INVESCO EXCH TRADED FD TR II 50,435.0 $567K 0.01% -2K -3.0% $11.24 -2.6%
1094 IPAC ISHARES TR 7,705.0 $564K 0.01% $73.21 +11.8%
1095 ROST ROSS STORES INC Consumer Cyclical 3,129.0 $564K 0.01% NEW $180.12 +18.1%
1096 SE SEA LTD Consumer Cyclical 4,416.0 $563K 0.01% -15K -77.0% $127.57 -31.6%
1097 CIVITAS RESOURCES INC 20,745.0 $562K 0.01% -2K -9.4% $27.09
1098 CFG CITIZENS FINL GROUP INC Financial Services 9,596.0 $560K 0.01% +5K +95.4% $58.41 +7.5%
1099 GUG GUGGENHEIM ACTIVE ALLOC FD Financial Services 36,477.0 $559K 0.01% $15.33 +4.0%
1100 IEUR ISHARES TR 7,876.0 $559K 0.01% +3K +68.8% $70.99 +6.6%
Page 55 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%