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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 75 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 DHS WISDOMTREE TR 3,845.0 $437K 0.00% +874.0 +29.4% $113.68 +4.9%
1482 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,473.0 $437K 0.00% +125.0 +2.0% $67.50 +12.4%
1483 AFG AMERICAN FINANCIAL GROUP INC Financial Services 3,104.0 $434K 0.00% +592.0 +23.6% $139.93 +2.7%
1484 AGX ARGAN INC Industrials 544.0 $434K 0.00% NEW $798.24 -37.2%
1485 GJUN FIRST TR EXCHNG TRADED FD VI 10,499.0 $432K 0.00% NEW $41.19 +1.6%
1486 QSIG WISDOMTREE TR 8,946.0 $432K 0.00% -637.0 -6.7% $48.32 -0.2%
1487 AYI ACUITY INC Industrials 1,147.0 $432K 0.00% +152.0 +15.3% $376.81 -8.9%
1488 NANC TIDAL TRUST I 8,499.0 $430K 0.00% NEW $50.61 +1.4%
1489 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 6,165.0 $430K 0.00% $69.74 -15.6%
1490 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,631.0 $429K 0.00% -368.0 -18.4% $263.26 +40.0%
1491 XOP SPDR SERIES TRUST 2,780.0 $429K 0.00% +626.0 +29.1% $154.29 +22.8%
1492 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,835.0 $428K 0.00% NEW $233.17 +1.9%
1493 DKNG DRAFTKINGS INC NEW Consumer Cyclical 16,926.0 $428K 0.00% -6K -25.4% $25.26 +3.6%
1494 KNSL KINSALE CAP GROUP INC Financial Services 1,293.0 $426K 0.00% -213.0 -14.1% $329.85 +16.3%
1495 SLQD ISHARES TR 8,466.0 $426K 0.00% +3K +43.8% $50.37 -0.4%
1496 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,739.0 $426K 0.00% +96.0 +5.8% $244.77 -15.1%
1497 MOD MODINE MFG CO Consumer Cyclical 1,592.0 $425K 0.00% -312.0 -16.4% $267.02 -26.0%
1498 CF CF INDUSTRIES HOLD Basic Materials 3,920.0 $424K 0.00% +257.0 +7.0% $108.28 +19.7%
1499 TROW PRICE T ROWE GROUP INC Financial Services 3,732.0 $424K 0.00% $113.70 -1.9%
1500 SFM SPROUTS FMRS MKT INC Consumer Defensive 4,997.0 $423K 0.00% NEW $84.58 -4.1%
Page 75 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%