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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 67 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 IYF ISHARES TR 2,646.0 $341K 0.00% +993.0 +60.1% $128.95 -5.7%
1322 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,717.0 $340K 0.00% NEW $59.43 -15.9%
1323 EMHY ISHARES INC 8,409.0 $339K 0.00% -1K -12.1% $40.37 -1.1%
1324 PB PROSPERITY BANCSHARES INC Financial Services 4,912.0 $339K 0.00% NEW $69.11 -1.3%
1325 MUR MURPHY OIL CORP Energy 10,823.0 $338K 0.00% -59K -84.5% $31.25 +30.3%
1326 EIPI FIRST TR EXCHNG TRADED FD VI 17,010.0 $338K 0.00% +1K +7.8% $19.87 +15.2%
1327 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 31,174.0 $338K 0.00% +188.0 +0.6% $10.83 -8.6%
1328 HPQ HP INC Technology 15,146.0 $337K 0.00% -7K -31.4% $22.28 -6.0%
1329 PJT PJT PARTNERS INC Financial Services 2,011.0 $336K 0.00% NEW $167.18 -7.9%
1330 HLI HOULIHAN LOKEY INC Financial Services 1,927.0 $336K 0.00% NEW $174.23 -16.6%
1331 WWD WOODWARD INC Industrials 1,103.0 $333K 0.00% NEW $302.33 +15.3%
1332 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,348.0 $333K 0.00% +2K +49.3% $52.41 +38.3%
1333 ARW ARROW ELECTRS INC Technology 3,015.0 $332K 0.00% +151.0 +5.3% $110.18 +90.8%
1334 LMND LEMONADE INC Financial Services 4,627.0 $329K 0.00% -4K -46.2% $71.18 -22.4%
1335 SYM SYMBOTIC INC Industrials 5,534.0 $329K 0.00% -645.0 -10.4% $59.50 -20.3%
1336 FJAN FIRST TR EXCHNG TRADED FD VI 6,353.0 $329K 0.00% +1K +26.9% $51.75 +5.1%
1337 AMGN CALL AMGEN INC Healthcare 1,000.0 $327K 0.00% NEW $327.31 +0.7%
1338 DLB DOLBY LABORATORIES INC Technology 5,096.0 $327K 0.00% NEW $64.22 -17.3%
1339 SKY CHAMPION HOMES INC Consumer Cyclical 3,871.0 $327K 0.00% +383.0 +11.0% $84.50 -21.8%
1340 MSC INCOME FUND INC 23,891.0 $327K 0.00% NEW $13.67
Page 67 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%