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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 4 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 FSK FS KKR CAP CORP Financial Services 25,071 $371K 0.00% SOLD
62 MUR MURPHY OIL CORP Energy 10,823 $338K 0.00% SOLD
63 LMND LEMONADE INC Financial Services 4,627 $329K 0.00% SOLD
64 AMGN CALL AMGEN INC Healthcare 1,000 $327K 0.00% SOLD
65 DLB DOLBY LABORATORIES INC Technology 5,096 $327K 0.00% SOLD
66 BXSL BLACKSTONE SECD LENDING FD Financial Services 12,272 $323K 0.00% SOLD
67 QQEW FIRST TR EXCHANGE-TRADED FD 2,229 $317K 0.00% SOLD
68 PLNT PLANET FITNESS INC Consumer Cyclical 2,897 $314K 0.00% SOLD
69 GOOGL CALL ALPHABET INC Communication Services 1,000 $313K 0.00% SOLD
70 ARKF ARK ETF TR 6,495 $309K 0.00% SOLD
71 MMU WESTERN ASSET MANAGED MUNS F Financial Services 28,914 $302K 0.00% SOLD
72 VLTO VERALTO CORP Industrials 3,020 $301K 0.00% SOLD
73 ZROZ PIMCO ETF TR 4,672 $300K 0.00% SOLD
74 OLED UNIVERSAL DISPLAY CORP Technology 2,558 $299K 0.00% SOLD
75 IIIV I3 VERTICALS INC Technology 11,732 $296K 0.00% SOLD
76 BMI BADGER METER INC Technology 1,683 $294K 0.00% SOLD
77 NNI NELNET INC Financial Services 2,208 $294K 0.00% SOLD
78 TRMB TRIMBLE INC Technology 3,568 $280K 0.00% SOLD
79 JAJL INNOVATOR ETFS TRUST 9,572 $278K 0.00% SOLD
80 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 17,547 $277K 0.00% SOLD
Page 4 of 10  ·  183 positions
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%