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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 74 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 MIND MEDICINE MINDMED INC 20,397.0 $273K 0.00% NEW $13.39
1462 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 3,114.0 $272K 0.00% NEW $87.43 -23.1%
1463 XOP SPDR SERIES TRUST 2,154.0 $272K 0.00% NEW $126.29 +40.9%
1464 SEMR SEMRUSH HLDGS INC Technology 22,845.0 $272K 0.00% +2K +10.5% $11.89 +0.9%
1465 BSM BLACK STONE MINERALS L P Energy 20,427.0 $271K 0.00% NEW $13.29 +6.5%
1466 ESAB ESAB CORPORATION Industrials 2,428.0 $271K 0.00% NEW $111.72 -21.2%
1467 VFF VILLAGE FARMS INTL INC Consumer Defensive 74,221.0 $271K 0.00% -11K -12.8% $3.65 -30.4%
1468 JGRO J P MORGAN EXCHANGE TRADED F 2,913.0 $270K 0.00% NEW $92.81 +3.2%
1469 UAUG INNOVATOR ETFS TRUST 6,772.0 $270K 0.00% -238.0 -3.4% $39.92 +3.9%
1470 SPHB INVESCO EXCH TRADED FD TR II 2,304.0 $269K 0.00% NEW $116.95 +14.4%
1471 UBSI UNITED BANKSHARES INC WEST V Financial Services 7,014.0 $269K 0.00% NEW $38.40 +10.8%
1472 TSLA CALL TESLA INC Consumer Cyclical 600.0 $268K 0.00% -1K -62.5% $447.10 -8.3%
1473 CRL CHARLES RIV LABS INTL INC Healthcare 1,339.0 $267K 0.00% NEW $199.48 -24.8%
1474 BAR GRANITESHARES GOLD TR Financial Services 6,286.0 $267K 0.00% NEW $42.49 +3.9%
1475 ALK ALASKA AIR GROUP INC Industrials 5,308.0 $267K 0.00% -920.0 -14.8% $50.30 -28.0%
1476 BXC BLUELINX HLDGS INC Industrials 4,342.0 $267K 0.00% +99.0 +2.3% $61.43 -23.7%
1477 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 11,937.0 $266K 0.00% -8K -40.8% $22.32 -31.6%
1478 ON ON SEMICONDUCTOR CORP Technology 4,913.0 $266K 0.00% NEW $54.15 +102.1%
1479 IVT INVENTRUST PPTYS CORP Real Estate 9,427.0 $266K 0.00% -1K -9.9% $28.21 +12.6%
1480 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,100.0 $266K 0.00% +400.0 +23.5% $126.54 +15.0%
Page 74 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%