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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 78 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ENSG ENSIGN GROUP INC Healthcare 1,364.0 $238K 0.00% NEW $174.21 +0.1%
1542 CPT CAMDEN PPTY TR Real Estate 2,157.0 $237K 0.00% +114.0 +5.6% $110.09 -5.4%
1543 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,426.0 $237K 0.00% NEW $53.64 +16.8%
1544 AMH AMERICAN HOMES 4 RENT Real Estate 7,389.0 $237K 0.00% NEW $32.10 -1.9%
1545 UFOX ETF SER SOLUTIONS 3,714.0 $237K 0.00% $63.84 +43.8%
1546 MIRM MIRUM PHARMACEUTICALS INC Healthcare 3,000.0 $237K 0.00% $78.99 +20.9%
1547 HLNE HAMILTON LANE INC Financial Services 1,754.0 $235K 0.00% NEW $134.25 -36.0%
1548 POST POST HLDGS INC Consumer Defensive 2,375.0 $235K 0.00% +431.0 +22.2% $99.05 +0.5%
1549 IMOM EA SERIES TRUST 6,167.0 $235K 0.00% NEW $38.12 +14.6%
1550 HUT 8 CORP 5,115.0 $235K 0.00% NEW $45.94
1551 DIV GLOBAL X FDS 13,567.0 $235K 0.00% NEW $17.32 +10.9%
1552 TSN TYSON FOODS INC Consumer Defensive 3,999.0 $234K 0.00% NEW $58.63 +12.1%
1553 OMFS INVESCO EXCH TRD SLF IDX FD 5,271.0 $234K 0.00% NEW $44.47 +11.6%
1554 TRP TC ENERGY CORP Energy 4,249.0 $234K 0.00% NEW $55.01 +25.6%
1555 WBI WATERBRIDGE INFRASTRUCTURE L Energy 11,650.0 $233K 0.00% NEW $20.01 +54.2%
1556 SNN SMITH & NEPHEW PLC Healthcare 7,088.0 $233K 0.00% NEW $32.81 -7.0%
1557 SEIQ SEI EXCHANGE TRADED FUNDS 5,964.0 $232K 0.00% -180.0 -2.9% $38.93 +1.6%
1558 KDP KEURIG DR PEPPER INC Consumer Defensive 8,270.0 $232K 0.00% NEW $28.01 +4.4%
1559 BLACKROCK ETF TRUST 4,224.0 $231K 0.00% NEW $54.66
1560 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 21,999.0 $231K 0.00% NEW $10.48 +11.6%
Page 78 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%