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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 62 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 FMAY FIRST TR EXCHNG TRADED FD VI 7,936.0 $424K 0.01% +190.0 +2.5% $53.45 +4.2%
1222 GNRC GENERAC HLDGS INC Industrials 3,105.0 $423K 0.01% NEW $136.37 +78.9%
1223 CRMD CORMEDIX INC Healthcare 36,350.0 $423K 0.01% NEW $11.63 -32.8%
1224 TDY TELEDYNE TECHNOLOGIES INC Technology 827.0 $422K 0.01% NEW $510.73 +18.7%
1225 EUSB ISHARES TR 9,614.0 $422K 0.01% NEW $43.91 -1.8%
1226 ITM VANECK ETF TRUST 8,944.0 $422K 0.01% NEW $47.16 -1.5%
1227 IWN ISHARES TR 2,327.0 $422K 0.01% +1K +93.0% $181.22 +15.1%
1228 JOBY JOBY AVIATION INC Industrials 31,919.0 $421K 0.01% +6K +23.2% $13.20 -24.2%
1229 PWV INVESCO EXCHANGE TRADED FD T 6,321.0 $420K 0.01% NEW $66.52 +11.0%
1230 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,115.0 $419K 0.01% NEW $197.99 +6.8%
1231 JTEK J P MORGAN EXCHANGE TRADED F 4,649.0 $419K 0.01% $90.07 +13.7%
1232 BC BRUNSWICK CORP Consumer Cyclical 5,632.0 $418K 0.01% NEW $74.25 +4.9%
1233 QQH NORTHERN LTS FD TR III 5,375.0 $416K 0.01% NEW $77.36 +9.1%
1234 JIRE J P MORGAN EXCHANGE TRADED F 5,543.0 $415K 0.01% +548.0 +11.0% $74.88 +7.3%
1235 JNJ CALL JOHNSON & JOHNSON Healthcare 2,000.0 $414K 0.01% NEW $206.95 +11.1%
1236 RMI RIVERNORTH OPPORTUNISTIC MUN Financial Services 28,870.0 $413K 0.01% -5K -13.7% $14.31 +5.0%
1237 PKW INVESCO EXCHANGE TRADED FD T 3,054.0 $410K 0.01% NEW $134.32 +1.3%
1238 VTRS VIATRIS INC Healthcare 32,863.0 $409K 0.01% +3K +9.6% $12.45 +29.9%
1239 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 37,466.0 $407K 0.01% +636.0 +1.7% $10.87 -1.4%
1240 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 6,548.0 $404K 0.01% NEW $61.69 -24.7%
Page 62 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%