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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 75 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 BKH BLACK HILLS CORP Utilities 3,827.0 $266K 0.00% +168.0 +4.6% $69.42 +5.6%
1482 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 28,550.0 $266K 0.00% -429.0 -1.5% $9.30 -4.2%
1483 LYFT LYFT INC Technology 13,640.0 $264K 0.00% NEW $19.37 -31.0%
1484 MAA MID-AMER APT CMNTYS INC Real Estate 1,896.0 $263K 0.00% NEW $138.97 -7.7%
1485 ACWI ISHARES TR 1,850.0 $262K 0.00% NEW $141.52 +8.2%
1486 GPIQ GOLDMAN SACHS ETF TR 4,943.0 $261K 0.00% NEW $52.87 +7.9%
1487 NVDA CALL NVIDIA CORPORATION Technology 1,400.0 $261K 0.00% +1K +1300.0% $186.50 +19.2%
1488 BSCT INVESCO EXCH TRD SLF IDX FD 13,725.0 $259K 0.00% NEW $18.84 -1.8%
1489 WRD WERIDE INC Technology 29,750.0 $258K 0.00% -10K -26.1% $8.68 -19.2%
1490 PERIMETER SOLUTIONS INC 9,333.0 $257K 0.00% NEW $27.53
1491 CAVA CAVA GROUP INC Consumer Cyclical 4,377.0 $257K 0.00% NEW $58.70 +33.1%
1492 PIPER SANDLER COMPANIES 756.0 $257K 0.00% +68.0 +9.9% $339.71
1493 RIOT RIOT PLATFORMS INC Financial Services 20,259.0 $257K 0.00% NEW $12.67 +83.0%
1494 FUTY FIDELITY COVINGTON TRUST 4,633.0 $256K 0.00% +162.0 +3.6% $55.22 +3.8%
1495 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 28,032.0 $256K 0.00% $9.12 -5.7%
1496 BALL BALL CORP Consumer Cyclical 4,823.0 $255K 0.00% NEW $52.97 +4.0%
1497 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 8,172.0 $255K 0.00% NEW $31.21 +9.0%
1498 CIFR CIPHER MINING INC Financial Services 17,228.0 $254K 0.00% NEW $14.76 +27.4%
1499 MOD MODINE MFG CO Consumer Cyclical 1,904.0 $254K 0.00% NEW $133.51 +85.1%
1500 LGH NORTHERN LTS FD TR III 4,093.0 $254K 0.00% NEW $61.96 +0.9%
Page 75 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%