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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 39 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IFRA ISHARES TR 22,261.0 $1.2M 0.01% +2K +10.9% $52.62 +15.8%
762 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,334.0 $1.2M 0.01% +1K +50.7% $350.59 +12.6%
763 PSEP INNOVATOR ETFS TRUST 26,613.0 $1.2M 0.01% -330.0 -1.2% $43.72 +4.4%
764 EMLP FIRST TR EXCHANGE-TRADED FD 30,695.0 $1.2M 0.01% -662.0 -2.1% $37.87 +17.7%
765 ACAD ACADIA PHARMACEUTICALS INC Healthcare 43,457.0 $1.2M 0.01% +27K +168.2% $26.71 -21.0%
766 FALN ISHARES TR 42,506.0 $1.2M 0.01% +15K +54.3% $27.30 -1.0%
767 MTGP WISDOMTREE TR 25,909.0 $1.2M 0.01% +199.0 +0.8% $44.54 -1.4%
768 MPLX MPLX LP Energy 21,593.0 $1.2M 0.01% +9K +65.7% $53.37 +5.8%
769 ERO ERO COPPER CORP Basic Materials 40,351.0 $1.1M 0.01% NEW $28.29 -4.6%
770 SPHD INVESCO EXCH TRADED FD TR II 23,693.0 $1.1M 0.01% -2K -8.2% $48.00 +5.1%
771 TMDX TRANSMEDICS GROUP INC Healthcare 9,344.0 $1.1M 0.01% NEW $121.64 -43.3%
772 MKL MARKEL GROUP INC Financial Services 527.0 $1.1M 0.01% +50.0 +10.5% $2147.61 -13.5%
773 EPI WISDOMTREE TR 24,430.0 $1.1M 0.01% $46.29 -8.5%
774 FISV FISERV INC Technology 16,744.0 $1.1M 0.01% -3K -15.9% $67.17 -14.9%
775 ILMN ILLUMINA INC Healthcare 8,493.0 $1.1M 0.01% +2K +23.8% $131.16 +10.1%
776 FORTINET INC 13,983.0 $1.1M 0.01% +2K +12.2% $79.41
777 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,275.0 $1.1M 0.01% +1K +137.7% $487.25 +16.7%
778 KR KROGER CO Consumer Defensive 17,724.0 $1.1M 0.01% +8K +90.0% $62.48 +7.6%
779 CLH CLEAN HARBORS INC Industrials 4,700.0 $1.1M 0.01% +3K +209.4% $234.48 +22.4%
780 IWB ISHARES TR 2,939.0 $1.1M 0.01% +2K +217.0% $373.36 +8.9%
Page 39 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%