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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 72 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 XYL XYLEM INC Industrials 2,130.0 $290K 0.00% +579.0 +37.3% $136.12 -20.4%
1422 SPXC SPX TECHNOLOGIES INC Industrials 1,447.0 $289K 0.00% NEW $200.06 +0.2%
1423 EMLC VANECK ETF TRUST 11,204.0 $289K 0.00% +1K +10.9% $25.82 -2.9%
1424 BUNGE GLOBAL SA 3,243.0 $289K 0.00% +389.0 +13.6% $89.07
1425 ICLR ICON PLC Healthcare 1,584.0 $289K 0.00% NEW $182.22 -37.6%
1426 IMTB ISHARES TR 6,511.0 $288K 0.00% -236.0 -3.5% $44.20 -2.6%
1427 STIP ISHARES TR 2,794.0 $286K 0.00% -1K -32.9% $102.40 +1.0%
1428 SEI SOLARIS ENERGY INFRAS INC Energy 6,214.0 $286K 0.00% NEW $45.97 +56.9%
1429 VTR VENTAS INC Real Estate 3,682.0 $285K 0.00% NEW $77.38 +13.9%
1430 RKT ROCKET COS INC Financial Services 14,682.0 $284K 0.00% +2K +18.7% $19.36 -32.6%
1431 LFUS LITTELFUSE INC Technology 1,123.0 $284K 0.00% NEW $252.92 +72.4%
1432 CF CF INDS HLDGS INC Basic Materials 3,663.0 $283K 0.00% +182.0 +5.2% $77.34 +65.3%
1433 OGS ONE GAS INC Utilities 3,658.0 $283K 0.00% $77.25 +7.8%
1434 SCMB SCHWAB STRATEGIC TR 10,934.0 $282K 0.00% NEW $25.76 -1.5%
1435 SCI SERVICE CORP INTL Consumer Cyclical 3,611.0 $281K 0.00% NEW $77.95 +1.1%
1436 BSCQ INVESCO EXCH TRD SLF IDX FD 14,356.0 $281K 0.00% +3K +29.2% $19.57 -0.4%
1437 MRNA MODERNA INC Healthcare 9,525.0 $281K 0.00% +179.0 +1.9% $29.49 +63.1%
1438 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 6,174.0 $280K 0.00% NEW $45.40 -9.9%
1439 MLN VANECK ETF TRUST 15,954.0 $280K 0.00% -4K -20.0% $17.53 -1.0%
1440 TRMB TRIMBLE INC Technology 3,568.0 $280K 0.00% NEW $78.35 -29.8%
Page 72 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%