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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 60 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 LITE LUMENTUM HLDGS INC Technology 1,254.0 $462K 0.01% NEW $368.59 +161.7%
1182 FBT FIRST TR EXCHANGE-TRADED FD 2,238.0 $462K 0.01% +644.0 +40.4% $206.52 +2.9%
1183 XSD SPDR SERIES TRUST 1,431.0 $460K 0.01% +773.0 +117.5% $321.66 +79.2%
1184 HTGC HERCULES CAPITAL INC Financial Services 24,410.0 $459K 0.01% +1K +5.7% $18.82 -17.8%
1185 CINF CINCINNATI FINL CORP Financial Services 2,812.0 $459K 0.01% -83.0 -2.9% $163.35 +3.1%
1186 ARM ARM HOLDINGS PLC Technology 4,200.0 $459K 0.01% -2K -37.2% $109.31 +172.8%
1187 ULS UL SOLUTIONS INC Industrials 5,801.0 $457K 0.01% NEW $78.86 +29.3%
1188 NOG NORTHERN OIL & GAS INC Energy 21,279.0 $457K 0.01% +12K +128.0% $21.47 +10.0%
1189 SCHJ SCHWAB STRATEGIC TR 18,322.0 $456K 0.01% +5K +35.3% $24.90 -1.1%
1190 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 72,137.0 $454K 0.01% -14K -16.6% $6.30 -21.3%
1191 CPNJ CALAMOS ETF TR 16,820.0 $454K 0.01% +7K +76.1% $26.99 +2.2%
1192 ALLE ALLEGION PLC Industrials 2,840.0 $452K 0.01% NEW $159.27 -17.9%
1193 JUNM FIRST TR EXCHNG TRADED FD VI 13,186.0 $452K 0.01% +6K +76.1% $34.24 +2.0%
1194 HNGE HINGE HEALTH INC Healthcare 9,690.0 $450K 0.01% +6K +133.2% $46.45 +18.7%
1195 SMMV ISHARES TR 10,388.0 $450K 0.01% +518.0 +5.2% $43.33 +2.8%
1196 EOT EATON VANCE NATL MUN OPPORT Financial Services 26,549.0 $449K 0.01% $16.91 -1.4%
1197 IWY ISHARES TR 1,611.0 $446K 0.01% +364.0 +29.2% $277.00 +5.7%
1198 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 31,581.0 $445K 0.01% $14.10 +0.1%
1199 INSP INSPIRE MED SYS INC Healthcare 4,815.0 $444K 0.01% +2K +52.0% $92.23 -51.5%
1200 TM TOYOTA MOTOR CORP Consumer Cyclical 2,073.0 $444K 0.01% +345.0 +20.0% $214.08 -11.3%
Page 60 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%