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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 32 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FIRST TR EXCHANGE-TRADED FD 48,485.0 $1.1M 0.01% +23K +91.2% $23.09
622 MKL MARKEL GROUP INC Financial Services 571.0 $1.1M 0.01% +44.0 +8.3% $1953.01 -8.4%
623 UAL UNITED AIRLS HLDGS INC Industrials 8,198.0 $1.1M 0.01% +3K +66.4% $135.99 -17.9%
624 USXF ISHARES TR 16,049.0 $1.1M 0.01% +4K +32.4% $69.45 -2.1%
625 SJNK SPDR SERIES TRUST 44,348.0 $1.1M 0.01% +2K +4.6% $25.03 -0.7%
626 IYK ISHARES TR 15,234.0 $1.1M 0.01% +5K +52.4% $72.66 +3.2%
627 DGX QUEST DIAGNOSTICS INC Healthcare 5,183.0 $1.1M 0.01% +1K +24.9% $211.95 +13.8%
628 FAPR FIRST TR EXCHNG TRADED FD VI 23,476.0 $1.1M 0.01% +13K +122.7% $46.74 +1.6%
629 GGG GRACO INC Industrials 14,511.0 $1.1M 0.01% +5K +55.6% $75.61 +8.1%
630 QXO QXO INC Industrials 62,900.0 $1.1M 0.01% +38K +153.6% $17.28 -22.8%
631 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 12,257.0 $1.1M 0.01% +2K +24.4% $88.60 -36.1%
632 FE FIRSTENERGY CORP Utilities 22,808.0 $1.1M 0.01% +4K +21.9% $47.54 -0.7%
633 LAMR LAMAR ADVERTISING CO Real Estate 6,930.0 $1.1M 0.01% +5K +230.0% $156.00 -3.2%
634 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,937.0 $1.1M 0.01% +2K +75.7% $216.62 -5.6%
635 MFC MANULIFE FINL CORP Financial Services 26,248.0 $1.1M 0.01% +2K +9.3% $40.51 +4.8%
636 PMAY INNOVATOR ETFS TRUST 25,467.0 $1.1M 0.01% +12K +92.6% $41.30 +1.6%
637 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 86,288.0 $1.0M 0.01% +35K +68.9% $12.12 -3.8%
638 EA ELECTRONIC ARTS INC Communication Services 5,093.0 $1.0M 0.01% +685.0 +15.5% $205.03 +2.3%
639 EMN EASTMAN CHEM CO Basic Materials 15,590.0 $1.0M 0.01% +801.0 +5.4% $66.98 +10.2%
640 AEM AGNICO EAGLE MINES LTD Basic Materials 6,730.0 $1.0M 0.01% +325.0 +5.1% $155.15 +36.7%
Page 32 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%