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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 CYBERARK SOFTWARE LTD 614 $274K 0.00% SOLD
82 CHE CHEMED CORP NEW Healthcare 639 $274K 0.00% SOLD
83 MIND MEDICINE MINDMED INC 20,397 $273K 0.00% SOLD
84 SEMR SEMRUSH HLDGS INC Technology 22,845 $272K 0.00% SOLD
85 VFF VILLAGE FARMS INTL INC Consumer Defensive 74,221 $271K 0.00% SOLD
86 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 11,937 $266K 0.00% SOLD
87 PIPER SANDLER COMPANIES 756 $257K 0.00% SOLD
88 LGH NORTHERN LTS FD TR III 4,093 $254K 0.00% SOLD
89 TSLL DIREXION SHS ETF TR 13,233 $253K 0.00% SOLD
90 CLX CALL CLOROX CO DEL Consumer Defensive 2,500 $252K 0.00% SOLD
91 COMERICA INC 2,881 $250K 0.00% SOLD
92 CGBD CARLYLE SECURED LENDING INC Financial Services 20,000 $250K 0.00% SOLD
93 PFE CALL PFIZER INC Healthcare 10,000 $249K 0.00% SOLD
94 CFA VICTORY PORTFOLIOS II 2,707 $246K 0.00% SOLD
95 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,234 $245K 0.00% SOLD
96 XBI CALL SPDR SERIES TRUST 2,000 $244K 0.00% SOLD
97 AMTM AMENTUM HOLDINGS INC Industrials 8,382 $243K 0.00% SOLD
98 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,310 $242K 0.00% SOLD
99 ADUS ADDUS HOMECARE CORP Healthcare 2,232 $240K 0.00% SOLD
100 IYE ISHARES TR 5,034 $239K 0.00% SOLD
Page 5 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%