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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $8.8B AUM 3,051 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 1095 Added 190 Reduced 99 Exited
Page 17 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MRSH MARSH & MCLENNAN COS INC Financial Services 24,202.0 $4.5M 0.05% +10K +70.7% $185.53 -13.2%
322 BKNG BOOKING HOLDINGS INC Consumer Cyclical 832.0 $4.5M 0.05% +290.0 +53.5% $5354.50 -97.1%
323 IBIT ISHARES BITCOIN TRUST ETF Financial Services 88,914.0 $4.4M 0.05% +31K +53.7% $49.65 -12.3%
324 VRTX VERTEX PHARMACEUTICALS INC Healthcare 9,734.0 $4.4M 0.05% +7K +242.9% $453.36 -3.6%
325 CVNA CARVANA CO Consumer Cyclical 10,202.0 $4.3M 0.05% +178.0 +1.8% $422.02 -84.1%
326 THRO BLACKROCK ETF TRUST 111,316.0 $4.3M 0.05% +62K +127.2% $38.56 +9.5%
327 VCSH VANGUARD SCOTTSDALE FDS 53,315.0 $4.3M 0.05% +13K +32.9% $79.73 -1.2%
328 MP MP MATERIALS CORP Basic Materials 83,416.0 $4.2M 0.05% +75K +916.5% $50.52 +21.3%
329 MGV VANGUARD WORLD FD 29,829.0 $4.2M 0.05% +442.0 +1.5% $141.16 +9.6%
330 SPAB SPDR SERIES TRUST 162,820.0 $4.2M 0.05% +155K +1955.8% $25.75 -1.9%
331 APOS APOLLO GLOBAL MGMT INC Financial Services 28,789.0 $4.2M 0.05% +8K +36.3% $144.76 -82.1%
332 WELL WELLTOWER INC Real Estate 22,422.0 $4.2M 0.05% +3K +15.0% $185.61 +15.2%
333 KNG FIRST TR EXCHANGE-TRADED FD 84,509.0 $4.2M 0.05% +20K +31.4% $49.15 -1.0%
334 MET METLIFE INC Financial Services 52,494.0 $4.1M 0.05% +9K +20.7% $78.94 +1.1%
335 VXF VANGUARD INDEX FDS 19,788.0 $4.1M 0.05% +2K +12.3% $209.13 +7.1%
336 KMI KINDER MORGAN INC DEL Energy 150,251.0 $4.1M 0.05% +25K +19.6% $27.49 +22.3%
337 RSG REPUBLIC SVCS INC Industrials 19,414.0 $4.1M 0.05% +4K +23.5% $211.93 -1.7%
338 SHEL SHELL PLC Energy 55,626.0 $4.1M 0.05% +6K +11.7% $73.48 +16.2%
339 NSC NORFOLK SOUTHN CORP Industrials 14,092.0 $4.1M 0.05% +2K +14.7% $288.73 +9.4%
340 MUB ISHARES TR 37,981.0 $4.1M 0.05% +2K +4.3% $107.11 -1.0%
Page 17 of 55  ·  1,095 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 30.3%
Financial Services 24.7%
Consumer Cyclical 8.7%
Industrials 8.3%
Communication Services 8.2%
Healthcare 7.1%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%