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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 38 of 55  ·  1,095 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SN SHARKNINJA INC Consumer Cyclical 7,796.0 $872K 0.01% +5K +139.6% $111.90 -4.9%
742 MFC MANULIFE FINL CORP Financial Services 24,021.0 $871K 0.01% +9K +61.2% $36.28 +5.4%
743 HDV ISHARES TR 7,161.0 $871K 0.01% +542.0 +8.2% $121.60 -77.2%
744 NET CLOUDFLARE INC Technology 4,394.0 $866K 0.01% +643.0 +17.1% $197.13 +2.3%
745 KIM KIMCO RLTY CORP Real Estate 42,594.0 $863K 0.01% +925.0 +2.2% $20.27 +15.8%
746 URBN URBAN OUTFITTERS INC Consumer Cyclical 11,431.0 $860K 0.01% +7K +144.8% $75.26 -7.5%
747 NFG NATIONAL FUEL GAS CO Energy 10,744.0 $860K 0.01% +5K +90.8% $80.05 +3.6%
748 MSCI MSCI INC Financial Services 1,480.0 $849K 0.01% +1K +230.4% $573.56 -2.1%
749 KOCT INNOVATOR ETFS TRUST 25,206.0 $849K 0.01% +164.0 +0.7% $33.67 +6.4%
750 LDUR PIMCO ETF TR 8,798.0 $844K 0.01% +422.0 +5.0% $95.94 -0.7%
751 ARLP ALLIANCE RESOURCE PARTNERS L Energy 36,328.0 $844K 0.01% +2K +5.2% $23.23 +9.3%
752 SMCI SUPER MICRO COMPUTER INC Technology 28,751.0 $842K 0.01% +5K +19.6% $29.27 +5.4%
753 CARY ANGEL OAK FUNDS TRUST 40,406.0 $841K 0.01% +20K +96.2% $20.83 -0.6%
754 NUV NUVEEN MUN VALUE FD INC Financial Services 92,663.0 $840K 0.01% +2K +1.6% $9.06 -0.7%
755 FE FIRSTENERGY CORP Utilities 18,716.0 $838K 0.01% +10K +105.8% $44.77 -1.0%
756 VIRT VIRTU FINL INC Financial Services 24,998.0 $833K 0.01% +14K +131.7% $33.32 +65.3%
757 OZK BANK OZK LITTLE ROCK ARK Financial Services 18,071.0 $832K 0.01% +10K +113.2% $46.02 +2.8%
758 HCI HCI GROUP INC Financial Services 4,338.0 $832K 0.01% +3K +138.5% $191.70 -17.3%
759 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,332.0 $830K 0.01% +353.0 +36.1% $622.78 -10.8%
760 BTI BRITISH AMERN TOB PLC Consumer Defensive 14,608.0 $827K 0.01% +6K +62.8% $56.62 +17.2%
Page 38 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%