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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $11.8B AUM 3,680 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 502 New 1023 Added 491 Reduced 183 Exited
Page 15 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SHM SPDR SERIES TRUST 124,171.0 $6.0M 0.05% +90K +262.3% $47.96 -0.6%
282 THRO BLACKROCK ETF TRUST 136,801.0 $5.9M 0.05% +25K +22.9% $43.11 +2.0%
283 USIG ISHARES TR 114,416.0 $5.9M 0.05% +21K +22.8% $51.29 -2.2%
284 GNRC GENERAC HLDGS INC Industrials 19,826.0 $5.8M 0.05% +17K +538.5% $292.81 -27.7%
285 VRIG INVESCO ACTIVELY MANAGED EXC 229,701.0 $5.8M 0.05% +18K +8.3% $25.07 +0.2%
286 CIBR FIRST TR EXCHANGE-TRADED FD 63,566.0 $5.7M 0.05% +9K +15.7% $89.85 +8.4%
287 BIV VANGUARD BD INDEX FDS 74,183.0 $5.7M 0.05% +7K +10.4% $76.70 -1.6%
288 TPR TAPESTRY INC Consumer Cyclical 38,611.0 $5.7M 0.05% +29K +318.5% $146.38 -9.6%
289 FDL FIRST TR EXCHANGE-TRADED FD 115,717.0 $5.6M 0.05% +743.0 +0.7% $48.66 +8.5%
290 TMUS T-MOBILE US INC Communication Services 33,404.0 $5.6M 0.05% +22K +180.8% $167.73 +9.0%
291 EPD ENTERPRISE PRODS PARTNERS L Energy 152,072.0 $5.6M 0.05% +5K +3.5% $36.76 +5.1%
292 AJG GALLAGHER ARTHUR J & CO Financial Services 24,267.0 $5.6M 0.05% +14K +129.1% $229.57 +8.2%
293 SLV ISHARES SILVER TR Financial Services 102,777.0 $5.5M 0.05% +29K +39.5% $53.47 +7.4%
294 WELL WELLTOWER INC Real Estate 24,143.0 $5.5M 0.05% +2K +7.7% $226.97 +3.8%
295 CMCSA COMCAST CORP NEW Communication Services 223,089.0 $5.5M 0.05% +108K +94.3% $24.55 +6.7%
296 BE BLOOM ENERGY CORP Industrials 18,089.0 $5.5M 0.05% +10K +133.1% $302.70 -31.0%
297 IWP ISHARES TR 36,895.0 $5.4M 0.05% +20K +124.9% $146.41 -1.4%
298 OII OCEANEERING INTL INC Energy 131,457.0 $5.3M 0.04% +15K +13.2% $40.52 +31.0%
299 PZA INVESCO EXCH TRADED FD TR II 223,380.0 $5.3M 0.04% +126K +128.4% $23.52 -2.9%
300 IWY ISHARES TR 18,076.0 $5.3M 0.04% +16K +1022.0% $290.62 -1.2%
Page 15 of 52  ·  1,023 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 33.8%
Financial Services 19.1%
Industrials 10.1%
Consumer Cyclical 8.3%
Healthcare 8.0%
Communication Services 7.7%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%