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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $8.8B AUM 3,051 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 1095 Added 190 Reduced 99 Exited
Page 63 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 49,695.0 $403K 0.01% +479.0 +1.0% $8.11 -4.2%
1242 CPNG COUPANG INC Consumer Cyclical 17,054.0 $402K 0.01% +8K +80.5% $23.59 -33.3%
1243 TOST TOAST INC Technology 11,244.0 $399K 0.01% NEW $35.51 -34.3%
1244 CHRD CHORD ENERGY CORPORATION Energy 4,291.0 $398K 0.01% NEW $92.69 +54.1%
1245 DISV DIMENSIONAL ETF TRUST 10,461.0 $398K 0.01% +461.0 +4.6% $38.00 +11.1%
1246 FIX COMFORT SYS USA INC Industrials 426.0 $397K 0.01% NEW $932.92 +96.6%
1247 DDOG DATADOG INC Technology 2,922.0 $397K 0.01% +889.0 +43.7% $135.99 +60.3%
1248 FSLY FASTLY INC Technology 38,993.0 $397K 0.01% -7K -15.6% $10.18 +61.1%
1249 DXCM DEXCOM INC Healthcare 5,960.0 $396K 0.01% +2K +46.7% $66.37 +8.3%
1250 TTD THE TRADE DESK INC Technology 10,399.0 $395K 0.00% -3K -22.6% $37.96 -44.6%
1251 FNV FRANCO NEV CORP Basic Materials 1,898.0 $393K 0.00% NEW $207.23 +9.0%
1252 WES WESTERN MIDSTREAM PARTNERS L Energy 9,947.0 $393K 0.00% +4K +59.1% $39.50 +16.5%
1253 LUNR INTUITIVE MACHINES INC Industrials 24,132.0 $392K 0.00% -513.0 -2.1% $16.23 +111.0%
1254 DFAE DIMENSIONAL ETF TRUST 12,022.0 $392K 0.00% +5K +68.8% $32.57 +19.8%
1255 MODL VICTORY PORTFOLIOS II 8,239.0 $392K 0.00% +3K +55.4% $47.52 +5.9%
1256 GRNJ TIDAL TRUST III 15,315.0 $391K 0.00% NEW $25.55 +19.0%
1257 BTT BLACKROCK MUN TARGET TERM TR Financial Services 17,100.0 $390K 0.00% $22.82 -0.8%
1258 FNF FIDELITY NATIONAL FINANCIAL Financial Services 7,127.0 $389K 0.00% NEW $54.59 -9.6%
1259 ESGD ISHARES TR 4,088.0 $389K 0.00% +1K +40.4% $95.09 +8.2%
1260 VKQ INVESCO MUNICIPAL TRUST Financial Services 40,191.0 $388K 0.00% -2K -4.3% $9.65 -1.1%
Page 63 of 89  ·  1,778 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 30.3%
Financial Services 24.7%
Consumer Cyclical 8.7%
Industrials 8.3%
Communication Services 8.2%
Healthcare 7.1%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%