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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 7 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FENI FIDELITY COVINGTON TRUST 425,260.0 $15.6M 0.18% +51K +13.7% $36.58 +6.8%
122 CGDG CAPITAL GROUP DIVIDEND GROWE 436,170.0 $15.5M 0.18% +213K +95.1% $35.64 +3.8%
123 JAAA JANUS DETROIT STR TR 307,228.0 $15.5M 0.18% $50.58 +0.1%
124 BA BOEING CO Industrials 70,966.0 $15.4M 0.17% +36K +104.1% $217.12 +1.6%
125 CGGE CAPITAL GROUP GLOBAL EQUITY 483,650.0 $15.3M 0.17% +246K +103.6% $31.63 +5.6%
126 JLL JONES LANG LASALLE INC Real Estate 45,238.0 $15.2M 0.17% +19K +71.8% $336.47 -14.1%
127 CRWD CROWDSTRIKE HLDGS INC Technology 32,310.0 $15.1M 0.17% +17K +112.6% $468.76 +23.7%
128 FBND FIDELITY MERRIMACK STR TR 328,956.0 $15.1M 0.17% +218K +196.9% $46.04 -1.8%
129 QCOM QUALCOMM INC Technology 88,257.0 $15.1M 0.17% +35K +66.2% $171.05 +17.0%
130 FCVT FIRST TR EXCHANGE-TRADED FD 347,194.0 $14.9M 0.17% +183K +112.0% $43.03 +19.4%
131 JCI JOHNSON CTLS INTL PLC Industrials 122,711.0 $14.7M 0.17% +115K +1437.5% $119.75 +20.1%
132 COF CAPITAL ONE FINL CORP Financial Services 60,409.0 $14.6M 0.17% +43K +256.9% $242.36 -23.3%
133 FTSL FIRST TR EXCHANGE-TRADED FD 313,785.0 $14.4M 0.16% +294K +1473.8% $45.88 -1.6%
134 PANW PALO ALTO NETWORKS INC Technology 77,438.0 $14.3M 0.16% +23K +42.0% $184.20 +29.3%
135 FIIG FIRST TR EXCHANGE-TRADED FD 670,866.0 $14.2M 0.16% +359K +114.9% $21.20 -2.9%
136 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 45,591.0 $13.9M 0.16% +17K +57.6% $303.89 +37.5%
137 OEF ISHARES TR 40,372.0 $13.8M 0.16% +14K +53.0% $342.97 +7.7%
138 TJX TJX COS INC NEW Consumer Cyclical 90,037.0 $13.8M 0.16% +19K +27.2% $153.61 -4.1%
139 MS MORGAN STANLEY Financial Services 76,338.0 $13.6M 0.15% +45K +140.2% $177.53 +9.6%
140 ACN ACCENTURE PLC IRELAND Technology 50,074.0 $13.4M 0.15% +21K +74.0% $268.30 -37.1%
Page 7 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%