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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 22 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PTLC PACER FDS TR 89,661.0 $5.2M 0.04% -43K -32.6% $58.26 +2.9%
422 IHE ISHARES TR 52,448.0 $5.2M 0.04% +50K +1732.6% $99.01 +9.2%
423 ALL ALLSTATE CORP Financial Services 21,821.0 $5.2M 0.04% +5K +28.3% $237.93 +9.2%
424 ACWX ISHARES TR 67,953.0 $5.2M 0.04% +9K +14.7% $76.11 +1.5%
425 CGCP CAPITAL GRP FIXED INCM ETF T 231,978.0 $5.2M 0.04% -207K -47.1% $22.29 -0.9%
426 POWL POWELL INDS INC Industrials 17,993.0 $5.2M 0.04% +14K +343.9% $286.35 -30.8%
427 SPMD SPDR SERIES TRUST 75,960.0 $5.1M 0.04% +39K +107.9% $67.56 -0.1%
428 SYK STRYKER CORPORATION Healthcare 16,239.0 $5.1M 0.04% -5K -22.5% $314.84 +8.0%
429 DVY ISHARES TR 32,577.0 $5.1M 0.04% -2K -4.5% $156.30 +5.9%
430 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 99,662.0 $5.1M 0.04% +72K +261.2% $51.05 +16.7%
431 DFAS DIMENSIONAL ETF TRUST 61,310.0 $5.0M 0.04% +4K +6.1% $82.34 +1.1%
432 VRTX VERTEX PHARMACEUTICALS INC Healthcare 10,145.0 $5.0M 0.04% +411.0 +4.2% $496.73 +11.1%
433 WEC WEC ENERGY GROUP INC Utilities 43,087.0 $5.0M 0.04% +9K +28.1% $116.77 -6.4%
434 SCHF SCHWAB STRATEGIC TR 180,044.0 $5.0M 0.04% +65K +55.9% $27.70 +1.8%
435 NVO NOVO-NORDISK A S Healthcare 103,790.0 $5.0M 0.04% +3K +3.1% $47.94 -3.0%
436 NXPI NXP SEMICONDUCTORS N V Technology 17,617.0 $5.0M 0.04% +403.0 +2.3% $281.03 -19.6%
437 CRSP CRISPR THERAPEUTICS AG Healthcare 90,537.0 $4.9M 0.04% +64K +243.7% $54.54 +9.7%
438 VONV VANGUARD SCOTTSDALE FDS 46,434.0 $4.9M 0.04% +36K +332.1% $106.31 +6.8%
439 SHOP SHOPIFY INC Technology 43,078.0 $4.9M 0.04% -1K -2.3% $114.18 +28.4%
440 KMI KINDER MORGAN INC DEL Energy 153,439.0 $4.9M 0.04% +3K +2.1% $31.97 +0.3%
Page 22 of 105  ·  2,097 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%