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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 84 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 HLI HOULIHAN LOKEY INC Financial Services 2,360.0 $317K 0.00% +433.0 +22.5% $134.16 -3.8%
1662 FEBW AIM ETF PRODUCTS TRUST 8,874.0 $315K 0.00% $35.54 +1.6%
1663 UMC UNITED MICROELECTRONICS CORP Technology 11,588.0 $315K 0.00% NEW $27.21 -32.6%
1664 JFR NUVEEN FLOATING RATE INCOME Financial Services 41,091.0 $315K 0.00% +2K +4.0% $7.67 -1.7%
1665 PTIN PACER FDS TR 8,570.0 $314K 0.00% -1K -13.6% $36.67 +3.7%
1666 SNN SMITH & NEPHEW PLC Healthcare 10,873.0 $313K 0.00% +4K +53.4% $28.81 +1.6%
1667 FICO FAIR ISAAC CORP Technology 262.0 $313K 0.00% -35.0 -11.8% $1194.78 -1.9%
1668 PB PROSPERITY BANCSHARES INC Financial Services 4,279.0 $312K 0.00% -633.0 -12.9% $73.03 -0.4%
1669 DBX DROPBOX INC Technology 11,375.0 $312K 0.00% NEW $27.47 +25.5%
1670 GDV GABELLI DIVID & INCOME TR Financial Services 10,622.0 $312K 0.00% NEW $29.40 +3.4%
1671 EOSE EOS ENERGY ENTERPRISES INC Industrials 53,038.0 $312K 0.00% +23K +76.2% $5.88 -35.2%
1672 SNDR SCHNEIDER NATIONAL INC Industrials 8,519.0 $311K 0.00% NEW $36.53 -1.9%
1673 TOST TOAST INC Technology 11,082.0 $308K 0.00% -162.0 -1.4% $27.82 +31.7%
1674 FCPT FOUR CORNERS PPTY TR INC Real Estate 12,539.0 $308K 0.00% NEW $24.55 +2.8%
1675 BLACKROCK ETF TRUST 5,337.0 $308K 0.00% +1K +26.4% $57.66
1676 SBSI SOUTHSIDE BANCSHARES INC Financial Services 8,739.0 $308K 0.00% NEW $35.19 -8.9%
1677 SMLF ISHARES TR 3,442.0 $307K 0.00% NEW $89.14 +0.2%
1678 PCAR PACCAR INC Industrials 2,548.0 $306K 0.00% +484.0 +23.4% $120.13 +9.1%
1679 SCMB SCHWAB STRATEGIC TR 11,823.0 $305K 0.00% +889.0 +8.1% $25.82 -2.1%
1680 BTZ BLACKROCK CR ALLOCATION Financial Services 29,844.0 $305K 0.00% -1K -4.3% $10.22 -0.7%
Page 84 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%