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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 59 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 DY DYCOM INDS INC Industrials 1,498.0 $757K 0.01% +416.0 +38.5% $505.59 -22.3%
1162 DOW DOW HLDGS INC Basic Materials 27,632.0 $756K 0.01% -50K -64.6% $27.36 +18.2%
1163 HGER HARBOR ETF TRUST 25,728.0 $755K 0.01% NEW $29.34 +19.9%
1164 JANW AIM ETF PRODUCTS TRUST 19,517.0 $755K 0.01% -1K -5.0% $38.67 +1.7%
1165 RELX RELX PLC Communication Services 23,822.0 $754K 0.01% +8K +49.5% $31.67 +13.4%
1166 AX AXOS FINANCIAL INC Financial Services 7,726.0 $752K 0.01% -5K -36.8% $97.39 -0.7%
1167 DIVI FRANKLIN TEMPLETON ETF TR 17,557.0 $750K 0.01% NEW $42.72 +4.4%
1168 VFLO VICTORY PORTFOLIOS II 16,383.0 $750K 0.01% -225K -93.2% $45.75 +21.2%
1169 ALB ALBEMARLE CORP Basic Materials 5,524.0 $746K 0.01% +975.0 +21.4% $135.04 +6.1%
1170 IHI ISHARES TR 14,993.0 $741K 0.01% -818.0 -5.2% $49.41 +13.7%
1171 APLD APPLIED DIGITAL CORP Technology 19,859.0 $741K 0.01% -1K -6.9% $37.30 -27.0%
1172 ING ING GROEP N.V. Financial Services 23,603.0 $741K 0.01% +4K +23.3% $31.38 +11.0%
1173 FIRST TR EXCH TRADED FD III 10,013.0 $739K 0.01% -197.0 -1.9% $73.80
1174 OZK BANK OZK LITTLE ROCK ARK Financial Services 14,183.0 $739K 0.01% -4K -21.5% $52.09 -5.1%
1175 LPLA LPL FINL HLDGS INC Financial Services 2,622.0 $739K 0.01% +150.0 +6.1% $281.71 +28.3%
1176 XSD SPDR SERIES TRUST 1,182.0 $737K 0.01% -249.0 -17.4% $623.71 -20.1%
1177 PSTG EVERPURE INC 9,323.0 $735K 0.01% +587.0 +6.7% $78.79
1178 GRC GORMAN RUPP CO Industrials 7,960.0 $730K 0.01% NEW $91.74 -14.9%
1179 ARKQ ARK ETF TR 5,498.0 $727K 0.01% +834.0 +17.9% $132.21 -5.0%
1180 USA LIBERTY ALL STAR EQUITY FD Financial Services 124,755.0 $725K 0.01% +12K +10.2% $5.81 +3.1%
Page 59 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 34.5%
Financial Services 19.3%
Industrials 10.3%
Consumer Cyclical 8.5%
Healthcare 8.2%
Communication Services 6.1%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%