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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 80 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 KD KYNDRYL HLDGS INC Technology 8,321.0 $221K 0.00% -485.0 -5.5% $26.56 -57.4%
1582 ISTB ISHARES TR 4,530.0 $221K 0.00% +206.0 +4.8% $48.75 -1.3%
1583 FSV FIRSTSERVICE CORP NEW Real Estate 1,419.0 $221K 0.00% NEW $155.53 -16.6%
1584 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 13,887.0 $220K 0.00% NEW $15.86 +18.8%
1585 IGLB ISHARES TR 4,362.0 $220K 0.00% NEW $50.45 -3.1%
1586 DINO HF SINCLAIR CORP Energy 4,774.0 $220K 0.00% NEW $46.08 +51.9%
1587 FLQL FRANKLIN TEMPLETON ETF TR 3,173.0 $220K 0.00% $69.33 +9.8%
1588 BSCU INVESCO EXCH TRD SLF IDX FD 12,974.0 $220K 0.00% NEW $16.92 -2.1%
1589 BSCV INVESCO EXCH TRD SLF IDX FD 13,146.0 $219K 0.00% NEW $16.69 -2.4%
1590 SPEM SPDR INDEX SHS FDS 4,684.0 $219K 0.00% NEW $46.81 +8.8%
1591 SCCO SOUTHERN COPPER CORP Basic Materials 1,527.0 $219K 0.00% NEW $143.51 +23.2%
1592 OKTA OKTA INC Technology 2,532.0 $219K 0.00% -2K -39.0% $86.49 -4.3%
1593 MCS MARCUS CORP DEL Communication Services 14,056.0 $218K 0.00% NEW $15.51 +11.8%
1594 OBNK ORIGIN BANCORP INC Financial Services 5,792.0 $218K 0.00% -471.0 -7.5% $37.61 -23.9%
1595 RSPU INVESCO EXCHANGE TRADED FD T 2,907.0 $217K 0.00% NEW $74.77 +3.9%
1596 BRTR BLACKROCK ETF TRUST II 4,276.0 $217K 0.00% NEW $50.78 -2.0%
1597 ESGV VANGUARD WORLD FD 1,794.0 $217K 0.00% -337.0 -15.8% $120.99 +7.2%
1598 CMS CMS ENERGY CORP Utilities 3,094.0 $216K 0.00% NEW $69.94 +3.1%
1599 PHEQ MORGAN STANLEY ETF TRUST 6,634.0 $216K 0.00% $32.57 +4.8%
1600 EMD WESTERN ASSET EMERGING MKTS Financial Services 20,237.0 $215K 0.00% +114.0 +0.6% $10.63 -2.0%
Page 80 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%