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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $5.8B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1497 New
Page 7 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ETN EATON CORP PLC Industrials 27,486.0 $10.3M 0.18% NEW $374.26 +4.5%
122 TJX TJX COS INC NEW Consumer Cyclical 70,778.0 $10.2M 0.17% NEW $144.54 +2.9%
123 XLY SELECT SECTOR SPDR TR 42,434.0 $10.2M 0.17% NEW $239.64 -51.4%
124 T AT&T INC Communication Services 358,652.0 $10.1M 0.17% NEW $28.24 -14.8%
125 ABT ABBOTT LABS Healthcare 71,647.0 $9.6M 0.17% NEW $133.94 -36.6%
126 DHIL DIAMOND HILL INVT GROUP INC Financial Services 67,613.0 $9.5M 0.16% NEW $140.01 +25.0%
127 ETHA ISHARES ETHEREUM TR Financial Services 296,762.0 $9.4M 0.16% NEW $31.51 -49.1%
128 AVUV AMERICAN CENTY ETF TR 92,398.0 $9.2M 0.16% NEW $99.53 +18.1%
129 LHX L3HARRIS TECHNOLOGIES INC Industrials 30,103.0 $9.2M 0.16% NEW $305.41 -0.2%
130 EDIV SPDR INDEX SHS FDS 236,579.0 $9.2M 0.16% NEW $38.85 +5.2%
131 JEPI J P MORGAN EXCHANGE TRADED F 160,309.0 $9.2M 0.16% NEW $57.10 -2.3%
132 VT VANGUARD INTL EQUITY INDEX F 65,959.0 $9.1M 0.16% NEW $137.80 +11.6%
133 EME EMCOR GROUP INC Industrials 13,966.0 $9.1M 0.16% NEW $649.53 +39.5%
134 SBUX STARBUCKS CORP Consumer Cyclical 106,678.0 $9.0M 0.15% NEW $84.60 +26.5%
135 XLG INVESCO EXCHANGE TRADED FD T 156,031.0 $9.0M 0.15% NEW $57.52 +10.4%
136 BROS DUTCH BROS INC Consumer Cyclical 171,369.0 $9.0M 0.15% NEW $52.34 -1.1%
137 FYC FIRST TR EXCHANGE-TRADED ALP 98,638.0 $8.9M 0.15% NEW $90.71 +22.8%
138 VFLO VICTORY PORTFOLIOS II 238,448.0 $8.9M 0.15% NEW $37.50 +13.5%
139 GSY INVESCO ACTIVELY MANAGED EXC 177,638.0 $8.9M 0.15% NEW $50.23 -0.3%
140 UNH UNITEDHEALTH GROUP INC Healthcare 25,667.0 $8.9M 0.15% NEW $345.30 +11.7%
Page 7 of 75  ·  1,497 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 30.7%
Financial Services 24.1%
Consumer Cyclical 9.3%
Industrials 8.0%
Communication Services 6.9%
Healthcare 6.3%
Consumer Defensive 5.2%
Energy 4.2%
Utilities 2.2%
Real Estate 1.8%