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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 78 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 WDAY WORKDAY INC Technology 3,216.0 $394K 0.00% -2K -32.0% $122.42 +63.4%
1542 SLDE SLIDE INS HLDGS INC Financial Services 20,325.0 $394K 0.00% -20K -49.8% $19.37 +17.4%
1543 PDI PIMCO DYNAMIC INCOME FD Financial Services 23,477.0 $392K 0.00% +6K +32.5% $16.70 -9.5%
1544 EL LAUDER ESTEE COS INC Consumer Defensive 4,944.0 $390K 0.00% $78.95 +29.1%
1545 TEAM ATLASSIAN CORPORATION Technology 4,987.0 $388K 0.00% -9K -63.4% $77.79 +120.9%
1546 CRUS CIRRUS LOGIC INC Technology 2,611.0 $388K 0.00% +33.0 +1.3% $148.53 -22.4%
1547 IIM INVESCO VALUE MUN INCOME TR Financial Services 30,431.0 $387K 0.00% +16K +103.8% $12.73 -2.2%
1548 ARMK ARAMARK Industrials 6,806.0 $387K 0.00% NEW $56.90 +5.0%
1549 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 11,370.0 $385K 0.00% +3K +39.1% $33.88 +10.2%
1550 PUK PRUDENTIAL PLC Financial Services 14,354.0 $385K 0.00% -4K -23.8% $26.81 +5.0%
1551 PNR PENTAIR PLC Industrials 5,002.0 $383K 0.00% -1K -18.2% $76.66 -16.0%
1552 EXLS EXLSERVICE HLDGS INC Technology 14,801.0 $383K 0.00% -11K -42.1% $25.86 +45.1%
1553 SHYD VANECK ETF TRUST 16,645.0 $381K 0.00% $22.90 -0.9%
1554 NUAI NEW ERA ENERGY & DIGITAL INC Energy 59,697.0 $381K 0.00% +44K +277.9% $6.38 -23.9%
1555 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 62,073.0 $380K 0.00% +19K +45.5% $6.12 -5.2%
1556 ELAN ELANCO ANIMAL HEALTH INC Healthcare 15,417.0 $379K 0.00% +6K +63.0% $24.61 -2.6%
1557 SPIB SPDR SERIES TRUST 11,335.0 $379K 0.00% NEW $33.46 -1.1%
1558 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,064.0 $378K 0.00% +357.0 +20.9% $183.11 -0.7%
1559 ARKB ARK 21SHARES BITCOIN ETF Financial Services 19,407.0 $378K 0.00% -105K -84.4% $19.46 +31.3%
1560 EPI WISDOMTREE TR 8,796.0 $376K 0.00% -16K -64.0% $42.78 +0.5%
Page 78 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%