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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 64 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 INNOVATOR ETFS TRUST 15,026.0 $387K 0.00% NEW $25.74
1262 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,399.0 $386K 0.00% +68.0 +5.1% $276.10 +7.2%
1263 BOKF BOK FINL CORP Financial Services 3,253.0 $385K 0.00% +44.0 +1.4% $118.46 +9.7%
1264 DVA DAVITA INC Healthcare 3,388.0 $385K 0.00% NEW $113.61 +71.3%
1265 DVOL FIRST TR EXCHANGE-TRADED FD 10,985.0 $385K 0.00% +3K +45.5% $35.03 +4.5%
1266 SUSA ISHARES TR 2,740.0 $382K 0.00% +89.0 +3.4% $139.33 +8.1%
1267 TROW PRICE T ROWE GROUP INC Financial Services 3,724.0 $381K 0.00% -264.0 -6.6% $102.39 -0.7%
1268 PTON PELOTON INTERACTIVE INC Consumer Cyclical 61,799.0 $381K 0.00% -12K -16.8% $6.16 -15.1%
1269 IGV ISHARES TR 3,598.0 $380K 0.00% +128.0 +3.7% $105.69 -11.7%
1270 TFI SPDR SERIES TRUST 8,318.0 $380K 0.00% +3K +45.9% $45.71 -1.2%
1271 SHYD VANECK ETF TRUST 16,570.0 $380K 0.00% $22.91 -1.4%
1272 JXN JACKSON FINANCIAL INC Financial Services 3,549.0 $379K 0.00% +1K +42.5% $106.66 +1.4%
1273 IYJ ISHARES TR 2,550.0 $378K 0.00% +656.0 +34.6% $148.15 +4.8%
1274 NTES NETEASE INC Technology 2,740.0 $377K 0.00% +190.0 +7.5% $137.64 -16.8%
1275 CTRA COTERRA ENERGY INC Energy 14,299.0 $376K 0.00% +5K +46.3% $26.32 +23.7%
1276 PJAN INNOVATOR ETFS TRUST 7,966.0 $375K 0.00% +2K +38.8% $47.02 +4.3%
1277 AKAM AKAMAI TECHNOLOGIES INC Technology 4,289.0 $374K 0.00% NEW $87.25 +64.5%
1278 VGLT VANGUARD SCOTTSDALE FDS 6,700.0 $374K 0.00% +1K +27.9% $55.80 -3.7%
1279 STK COLUMBIA SELIGM PREM TECH GR Financial Services 10,154.0 $374K 0.00% +501.0 +5.2% $36.79 +33.9%
1280 SPTM SPDR SERIES TRUST 4,519.0 $373K 0.00% +499.0 +12.4% $82.51 +8.8%
Page 64 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%