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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 73 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 RBRK RUBRIK INC. Technology 3,650.0 $279K 0.00% NEW $76.48 -12.5%
1442 FLO FLOWERS FOODS INC Consumer Defensive 25,654.0 $279K 0.00% +11K +76.1% $10.88 -35.6%
1443 IGPT INVESCO EXCHANGE TRADED FD T 4,690.0 $279K 0.00% +529.0 +12.7% $59.47 +53.1%
1444 QDEF FLEXSHARES TR 3,443.0 $279K 0.00% +22.0 +0.6% $80.97 +7.4%
1445 FNOV FIRST TR EXCHNG TRADED FD VI 5,083.0 $279K 0.00% +1K +32.7% $54.83 +5.6%
1446 CORPAY INC 926.0 $279K 0.00% NEW $300.93
1447 JAJL INNOVATOR ETFS TRUST 9,572.0 $278K 0.00% NEW $29.06 +2.3%
1448 ANGO ANGIODYNAMICS INC Healthcare 21,662.0 $278K 0.00% -8K -26.6% $12.84 -6.9%
1449 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 14,369.0 $278K 0.00% NEW $19.33 +18.2%
1450 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 17,547.0 $277K 0.00% $15.80 -1.3%
1451 DFAT DIMENSIONAL ETF TRUST 4,648.0 $277K 0.00% $59.54 +11.7%
1452 PID INVESCO EXCHANGE TRADED FD T 12,567.0 $276K 0.00% NEW $22.00 +5.3%
1453 CDL VICTORY PORTFOLIOS II 4,002.0 $276K 0.00% +471.0 +13.3% $68.85 +10.7%
1454 WCC WESCO INTL INC Industrials 1,125.0 $275K 0.00% +38.0 +3.5% $244.64 +43.1%
1455 QOWZ INVESCO EXCH TRADED FD TR II 7,672.0 $275K 0.00% NEW $35.82 -6.0%
1456 FDEC FIRST TR EXCHNG TRADED FD VI 5,359.0 $274K 0.00% NEW $51.18 +5.4%
1457 CYBERARK SOFTWARE LTD 614.0 $274K 0.00% +52.0 +9.2% $445.84
1458 CHE CHEMED CORP NEW Healthcare 639.0 $274K 0.00% NEW $428.32 +3.1%
1459 XMHQ INVESCO EXCHANGE TRADED FD T 2,670.0 $274K 0.00% +725.0 +37.3% $102.44 +4.9%
1460 BN BROOKFIELD CORP Financial Services 5,960.0 $273K 0.00% NEW $45.89 -1.0%
Page 73 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%