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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 65 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,836.0 $373K 0.00% NEW $203.00 -6.7%
1282 MDB MONGODB INC Technology 888.0 $373K 0.00% NEW $419.69 -24.3%
1283 INRO BLACKROCK ETF TRUST 11,550.0 $372K 0.00% NEW $32.17 +10.6%
1284 FBNC FIRST BANCORP N C Financial Services 7,316.0 $372K 0.00% NEW $50.79 +15.5%
1285 FSK FS KKR CAP CORP Financial Services 25,071.0 $371K 0.00% +2K +7.8% $14.81 -26.2%
1286 PJUN INNOVATOR ETFS TRUST 8,852.0 $371K 0.00% +300.0 +3.5% $41.88 +3.4%
1287 PTBD PACER FDS TR 19,000.0 $369K 0.00% -5K -21.2% $19.40 -1.5%
1288 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,837.0 $367K 0.00% +1K +40.3% $75.91 -28.0%
1289 PEGA PEGASYSTEMS INC Technology 6,125.0 $366K 0.00% NEW $59.72 -42.6%
1290 DY DYCOM INDS INC Industrials 1,082.0 $366K 0.00% NEW $337.90 +22.6%
1291 APA APA CORPORATION Energy 14,849.0 $363K 0.00% +5K +54.0% $24.46 +56.7%
1292 COOPER COS INC 4,408.0 $361K 0.00% NEW $81.96
1293 JMUB J P MORGAN EXCHANGE TRADED F 7,146.0 $361K 0.00% NEW $50.50 -1.1%
1294 MDYG SPDR SERIES TRUST 3,894.0 $360K 0.00% +32.0 +0.8% $92.43 +14.4%
1295 INDA ISHARES TR 6,635.0 $359K 0.00% +526.0 +8.6% $54.05 -11.1%
1296 AYI ACUITY INC Industrials 995.0 $358K 0.00% +21.0 +2.2% $360.04 -21.9%
1297 APRW AIM ETF PRODUCTS TRUST 10,266.0 $358K 0.00% -876.0 -7.9% $34.86 +5.8%
1298 WAB WABTEC Industrials 1,675.0 $358K 0.00% NEW $213.50 +21.4%
1299 MSOS CALL ADVISORSHARES TR 75,600.0 $357K 0.00% +23K +44.5% $4.72 -3.8%
1300 FOXA FOX CORP Communication Services 4,876.0 $356K 0.00% +1K +31.9% $73.07 -12.1%
Page 65 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%