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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $5.8B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1497 New
Page 6 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX RTX CORPORATION Industrials 73,085.0 $12.2M 0.21% NEW $167.33 +5.0%
102 SCHD SCHWAB STRATEGIC TR 440,397.0 $12.0M 0.21% NEW $27.30 +16.2%
103 SGOV ISHARES TR 117,368.0 $11.8M 0.20% NEW $100.70 -0.1%
104 GE GE AEROSPACE Industrials 39,659.0 $11.7M 0.20% NEW $295.15 -1.2%
105 XLV SELECT SECTOR SPDR TR 83,242.0 $11.6M 0.20% NEW $139.17 +4.3%
106 UBER UBER TECHNOLOGIES INC Technology 117,203.0 $11.5M 0.20% NEW $97.97 -23.8%
107 DBEF DBX ETF TR 247,293.0 $11.5M 0.20% NEW $46.42 +11.2%
108 MTUM ISHARES TR 44,307.0 $11.4M 0.20% NEW $256.45 +16.3%
109 SPYV SPDR SERIES TRUST 204,161.0 $11.3M 0.19% NEW $55.33 +8.2%
110 XLC SELECT SECTOR SPDR TR 94,855.0 $11.2M 0.19% NEW $118.37 -1.9%
111 LOW LOWES COS INC Consumer Cyclical 44,472.0 $11.2M 0.19% NEW $251.31 -11.0%
112 CAT CATERPILLAR INC Industrials 23,305.0 $11.1M 0.19% NEW $477.15 +86.2%
113 PANW PALO ALTO NETWORKS INC Technology 54,528.0 $11.1M 0.19% NEW $203.62 +17.0%
114 VZ VERIZON COMMUNICATIONS INC Communication Services 251,177.0 $11.0M 0.19% NEW $43.95 +7.1%
115 ADP AUTOMATIC DATA PROCESSING IN Industrials 37,242.0 $10.9M 0.19% NEW $293.50 -26.9%
116 ARKK ARK ETF TR 125,727.0 $10.9M 0.19% NEW $86.30 -13.2%
117 XLP SELECT SECTOR SPDR TR 137,924.0 $10.8M 0.18% NEW $78.37 +8.0%
118 GS GOLDMAN SACHS GROUP INC Financial Services 13,367.0 $10.6M 0.18% NEW $796.34 +21.7%
119 VBR VANGUARD INDEX FDS 49,701.0 $10.4M 0.18% NEW $208.71 +8.9%
120 DYNF BLACKROCK ETF TRUST 174,990.0 $10.4M 0.18% NEW $59.20 +12.0%
Page 6 of 75  ·  1,497 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 30.7%
Financial Services 24.1%
Consumer Cyclical 9.3%
Industrials 8.0%
Communication Services 6.9%
Healthcare 6.3%
Consumer Defensive 5.2%
Energy 4.2%
Utilities 2.2%
Real Estate 1.8%