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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 93 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 KRC KILROY REALTY CORP Real Estate 6,339.0 $238K 0.00% +717.0 +12.8% $37.47 -1.9%
1842 LGN LEGENCE CORP Industrials 2,785.0 $237K 0.00% NEW $85.23 -26.7%
1843 MTRN MATERION CORP Basic Materials 798.0 $237K 0.00% NEW $297.39 -17.5%
1844 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,313.0 $237K 0.00% NEW $71.49 -4.6%
1845 RKT CALL ROCKET COS INC Financial Services 15,000.0 $236K 0.00% +5K +50.0% $15.75 -7.1%
1846 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 980.0 $236K 0.00% NEW $240.97 +4.6%
1847 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 1,926.0 $236K 0.00% NEW $122.58 +26.4%
1848 SJM SMUCKER J M CO Consumer Defensive 2,091.0 $235K 0.00% -171.0 -7.6% $112.52 +9.2%
1849 WBS WEBSTER FINL CORP Financial Services 3,077.0 $235K 0.00% NEW $76.42 +1.5%
1850 COKE COCA COLA CONS INC Consumer Defensive 1,228.0 $234K 0.00% NEW $190.92 -2.1%
1851 ANGL VANECK ETF TRUST 8,012.0 $234K 0.00% NEW $29.24 -0.6%
1852 MRCY MERCURY SYS INC Industrials 1,915.0 $234K 0.00% NEW $122.33 -17.2%
1853 SLF SUN LIFE FINANCIAL INC. Financial Services 2,983.0 $234K 0.00% NEW $78.42 +1.4%
1854 BIDU BAIDU INC Communication Services 2,045.0 $234K 0.00% NEW $114.29 -18.7%
1855 ALKS ALKERMES PLC Healthcare 4,459.0 $234K 0.00% NEW $52.39 -4.2%
1856 RKT ROCKET COS INC Financial Services 14,784.0 $233K 0.00% +102.0 +0.7% $15.75 -7.1%
1857 UGI UGI CORP NEW Utilities 6,731.0 $232K 0.00% NEW $34.54 +11.6%
1858 MIAMI INTL HLDGS INC 6,251.0 $232K 0.00% NEW $37.16
1859 UTG REAVES UTIL INCOME FD Financial Services 5,677.0 $231K 0.00% NEW $40.72 -3.9%
1860 FBNC FIRST BANCORP N C Financial Services 3,613.0 $231K 0.00% -4K -50.6% $63.93 +0.8%
Page 93 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 33.8%
Financial Services 19.1%
Industrials 10.1%
Consumer Cyclical 8.3%
Healthcare 8.0%
Communication Services 7.7%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%