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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 59 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ROIV ROIVANT SCIENCES LTD Healthcare 22,247.0 $483K 0.01% NEW $21.70 +49.4%
1162 CORT CORCEPT THERAPEUTICS INC Healthcare 13,845.0 $482K 0.01% +7K +112.0% $34.80 +71.5%
1163 BSCS INVESCO EXCH TRD SLF IDX FD 23,384.0 $482K 0.01% +5K +30.1% $20.60 -1.2%
1164 SEIM SEI EXCHANGE TRADED FUNDS 10,442.0 $482K 0.01% -446.0 -4.1% $46.13 +14.6%
1165 EALT INNOVATOR ETFS TRUST 13,614.0 $480K 0.01% +6K +86.7% $35.29 +0.6%
1166 HEI HEICO CORP NEW Industrials 1,483.0 $480K 0.01% +840.0 +130.6% $323.60 -6.9%
1167 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 9,851.0 $479K 0.01% NEW $48.58 +73.9%
1168 QXO QXO INC Industrials 24,802.0 $478K 0.01% +15K +143.8% $19.29 -10.7%
1169 AVK ADVENT CONV & INCOME FD Financial Services 38,039.0 $477K 0.01% $12.54 +0.8%
1170 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 222.0 $477K 0.01% +104.0 +88.1% $2146.59 -7.3%
1171 A AGILENT TECHNOLOGIES INC Healthcare 3,472.0 $472K 0.01% +1K +43.0% $136.07 -15.6%
1172 UJUL INNOVATOR ETFS TRUST 12,153.0 $471K 0.01% +4K +57.5% $38.75 +4.1%
1173 QSIG WISDOMTREE TR 9,583.0 $469K 0.01% +582.0 +6.5% $48.99 -1.1%
1174 FAPR FIRST TR EXCHNG TRADED FD VI 10,541.0 $468K 0.01% +228.0 +2.2% $44.42 +4.0%
1175 OXY OCCIDENTAL PETE CORP Energy 11,381.0 $468K 0.01% +4K +53.4% $41.12 +43.1%
1176 SCHP SCHWAB STRATEGIC TR 17,628.0 $467K 0.01% -2K -11.7% $26.49 +0.5%
1177 WAL WESTERN ALLIANCE BANCORP Financial Services 5,544.0 $466K 0.01% -551.0 -9.0% $84.07 -8.4%
1178 PTMC PACER FDS TR 13,054.0 $466K 0.01% +2K +13.2% $35.67 +10.7%
1179 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 23,555.0 $464K 0.01% -6K -20.8% $19.71 -30.3%
1180 FIS FIDELITY NATL INFORMATION SV Technology 6,962.0 $463K 0.01% NEW $66.46 -34.4%
Page 59 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%