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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 1 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 1,041,888.0 $278.9M 3.18% +340K +48.4% $267.70 +12.2%
2 MSFT MICROSOFT CORP Technology 561,125.0 $271.4M 3.09% +133K +31.0% $483.62 -15.3%
3 NVDA NVIDIA CORPORATION Technology 1,377,291.0 $256.9M 2.92% +610K +79.5% $186.50 +26.4%
4 IAU ISHARES GOLD TR Financial Services 2,534,729.0 $205.7M 2.34% +2.0M +381.5% $81.17 +5.3%
5 VOO VANGUARD INDEX FDS 287,584.0 $180.4M 2.05% +41K +16.5% $627.13 +8.3%
6 SPY SPDR S&P 500 ETF TR Financial Services 245,311.0 $167.3M 1.91% +36K +17.4% $681.92 +8.4%
7 AMZN AMAZON COM INC Consumer Cyclical 645,885.0 $149.1M 1.70% +229K +54.9% $230.82 +14.4%
8 GOOGL ALPHABET INC Communication Services 384,057.0 $120.2M 1.37% +151K +64.8% $313.00 +28.1%
9 QQQ INVESCO QQQ TR Financial Services 189,755.0 $116.6M 1.33% +34K +22.1% $614.31 +15.4%
10 IVV ISHARES TR 147,149.0 $100.8M 1.15% +49K +50.1% $684.94 +8.4%
11 AVGO BROADCOM INC Technology 258,257.0 $89.4M 1.02% +118K +83.9% $346.10 +22.9%
12 META META PLATFORMS INC Communication Services 133,678.0 $88.2M 1.00% +73K +121.3% $660.09 -6.3%
13 GOOG ALPHABET INC Communication Services 278,195.0 $87.3M 0.99% +135K +94.0% $313.80 +26.6%
14 JPM JPMORGAN CHASE & CO. Financial Services 236,711.0 $76.3M 0.87% +104K +78.8% $322.22 -6.9%
15 WMT WALMART INC Consumer Defensive 668,172.0 $74.4M 0.85% +287K +75.5% $111.41 +18.9%
16 VTV VANGUARD INDEX FDS 330,447.0 $63.1M 0.72% +32K +10.7% $190.99 +8.2%
17 LMBS FIRST TR EXCHANGE-TRADED FD 1,207,824.0 $60.4M 0.69% +383K +46.4% $49.99 -0.5%
18 VUG VANGUARD INDEX FDS 123,306.0 $60.2M 0.69% +17K +15.5% $487.86 -82.1%
19 XLK SELECT SECTOR SPDR TR 394,819.0 $56.8M 0.65% +252K +176.7% $143.97 +22.5%
20 VTI VANGUARD INDEX FDS 169,123.0 $56.7M 0.65% +21K +13.9% $335.27 +8.2%
Page 1 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%