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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 57 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 IYY ISHARES TR 3,214.0 $533K 0.01% -68.0 -2.1% $165.83 +8.7%
1122 PAA PLAINS ALL AMERN PIPELINE L Energy 29,431.0 $529K 0.01% +2K +5.6% $17.96 +31.8%
1123 GLPI GAMING & LEISURE PPTYS INC Real Estate 11,796.0 $527K 0.01% NEW $44.69 +6.3%
1124 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 49,181.0 $526K 0.01% -7K -11.8% $10.69 -4.2%
1125 BCBP BCB BANCORP INC Financial Services 65,068.0 $525K 0.01% NEW $8.07 +21.6%
1126 POCT INNOVATOR ETFS TRUST 11,953.0 $525K 0.01% +4K +46.6% $43.92 +4.7%
1127 PMAY INNOVATOR ETFS TRUST 13,220.0 $523K 0.01% $39.59 +3.9%
1128 APLD APPLIED DIGITAL CORP Technology 21,332.0 $523K 0.01% +318.0 +1.5% $24.52 +95.8%
1129 FUMB FIRST TR EXCH TRADED FD III 26,067.0 $523K 0.01% NEW $20.06 -0.1%
1130 EL LAUDER ESTEE COS INC Consumer Defensive 4,966.0 $520K 0.01% +620.0 +14.3% $104.72 -24.6%
1131 FNDF SCHWAB STRATEGIC TR 11,502.0 $520K 0.01% +2K +17.2% $45.21 +18.7%
1132 SONY SONY GROUP CORP Technology 20,228.0 $518K 0.01% +9K +80.9% $25.60 -10.9%
1133 PEN PENUMBRA INC Healthcare 1,665.0 $518K 0.01% +90.0 +5.7% $310.91 +5.5%
1134 FERG FERGUSON ENTERPRISES INC Industrials 2,318.0 $516K 0.01% NEW $222.64 +0.5%
1135 BWX SPDR SERIES TRUST 22,902.0 $516K 0.01% NEW $22.53 -2.6%
1136 EMHC SPDR SERIES TRUST 20,257.0 $516K 0.01% NEW $25.46 -2.0%
1137 MTG MGIC INVT CORP WIS Financial Services 17,604.0 $514K 0.01% +316.0 +1.8% $29.22 -10.4%
1138 NATWEST GROUP PLC 29,342.0 $513K 0.01% +17K +136.9% $17.50
1139 TD TORONTO DOMINION BK ONT Financial Services 5,340.0 $503K 0.01% NEW $94.20 +16.3%
1140 MTB M & T BK CORP Financial Services 2,493.0 $502K 0.01% +1K +99.6% $201.47 +5.4%
Page 57 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%