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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 69 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 HPQ HP INC Technology 24,712.0 $542K 0.01% +10K +63.2% $21.94 +35.4%
1362 MDYV SPDR SERIES TRUST 5,714.0 $542K 0.01% -97.0 -1.7% $94.84 +0.9%
1363 COIN COINBASE GLOBAL INC Financial Services 3,689.0 $539K 0.01% -2K -31.0% $146.18 +27.6%
1364 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 259.0 $539K 0.01% +37.0 +16.7% $2081.27 +4.9%
1365 ABT CALL ABBOTT LABORATORIES Healthcare 5,900.0 $535K 0.01% NEW $90.74 +28.5%
1366 SLG SL GREEN RLTY CORP Real Estate 10,315.0 $534K 0.01% NEW $51.77 +11.0%
1367 MUSA MURPHY USA INC Consumer Cyclical 986.0 $531K 0.01% NEW $538.98 +5.7%
1368 APA APA CORPORATION Energy 16,311.0 $531K 0.01% +1K +9.8% $32.57 +33.2%
1369 GSST GOLDMAN SACHS ETF TR 10,500.0 $531K 0.01% +2K +23.5% $50.58 -0.1%
1370 FUMB FIRST TR EXCH TRADED FD III 26,411.0 $530K 0.01% +344.0 +1.3% $20.05 -0.1%
1371 TSLA CALL TESLA INC Consumer Cyclical 2,000.0 $529K 0.00% +1K +233.3% $264.34 +37.3%
1372 VMO INVESCO MUN OPPORTUNIT TR Financial Services 53,559.0 $529K 0.00% +20K +60.0% $9.87 -1.9%
1373 NAPR INNOVATOR ETFS TRUST 8,921.0 $528K 0.00% -9K -50.0% $59.20 +1.3%
1374 PAGAYA TECHNOLOGIES LTD 28,903.0 $527K 0.00% -4K -12.9% $18.25
1375 DON WISDOMTREE TR 9,267.0 $524K 0.00% -28K -75.3% $56.52 +3.1%
1376 SEIV SEI EXCHANGE TRADED FUNDS 10,901.0 $523K 0.00% -1K -8.4% $48.00 +5.8%
1377 EFX EQUIFAX INC Industrials 3,296.0 $523K 0.00% +488.0 +17.4% $158.74 +21.3%
1378 HEI HEICO CORP NEW Industrials 1,467.0 $523K 0.00% -16.0 -1.1% $356.20 -0.3%
1379 AVK ADVENT CONV & INCOME FD Financial Services 39,784.0 $521K 0.00% +2K +4.6% $13.10 -3.3%
1380 DDOG CALL DATADOG INC Technology 2,000.0 $521K 0.00% +2K +1900.0% $260.36 -9.5%
Page 69 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%