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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 69 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 FFEB FIRST TR EXCHNG TRADED FD VI 5,588.0 $316K 0.00% $56.62 +6.5%
1362 LW LAMB WESTON HLDGS INC Consumer Defensive 7,549.0 $316K 0.00% +2K +45.0% $41.89 -1.6%
1363 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,612.0 $316K 0.00% +2K +33.0% $47.74 -5.9%
1364 TME TENCENT MUSIC ENTMT GROUP Communication Services 18,000.0 $316K 0.00% $17.53 -48.5%
1365 CACI CACI INTL INC Technology 592.0 $316K 0.00% NEW $532.98 -7.5%
1366 CNQ CANADIAN NAT RES LTD Energy 9,316.0 $315K 0.00% NEW $33.85 +46.8%
1367 PLTM GRANITESHARES PLATINUM TR Financial Services 15,972.0 $315K 0.00% +6K +59.7% $19.73 -6.4%
1368 QHY WISDOMTREE TR 6,779.0 $315K 0.00% +423.0 +6.7% $46.44 -1.6%
1369 PLNT PLANET FITNESS INC Consumer Cyclical 2,897.0 $314K 0.00% +51.0 +1.8% $108.47 -52.7%
1370 FEX FIRST TR EXCHANGE-TRADED ALP 2,647.0 $314K 0.00% +298.0 +12.7% $118.64 +9.6%
1371 PDI PIMCO DYNAMIC INCOME FD Financial Services 17,716.0 $314K 0.00% -1K -5.7% $17.71 -6.2%
1372 LVHD LEGG MASON ETF INVT 7,866.0 $314K 0.00% -818.0 -9.4% $39.88 +7.1%
1373 GOOGL CALL ALPHABET INC Communication Services 1,000.0 $313K 0.00% +900.0 +900.0% $313.00 +25.6%
1374 MUST COLUMBIA ETF TR I 15,165.0 $313K 0.00% +2K +11.1% $20.61 -1.1%
1375 PTIN PACER FDS TR 9,917.0 $312K 0.00% +405.0 +4.3% $31.45 +12.4%
1376 VIGI VANGUARD WHITEHALL FDS 3,410.0 $312K 0.00% NEW $91.46 +1.5%
1377 SEPW AIM ETF PRODUCTS TRUST 9,765.0 $312K 0.00% $31.92 +3.5%
1378 JFR NUVEEN FLOATING RATE INCOME Financial Services 39,528.0 $310K 0.00% -625.0 -1.6% $7.83 -3.5%
1379 ARKF ARK ETF TR 6,495.0 $309K 0.00% +112.0 +1.8% $47.63 -15.0%
1380 RPM RPM INTL INC Basic Materials 2,973.0 $309K 0.00% $104.00 -8.7%
Page 69 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%