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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 46 of 52  ·  1,023 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 TRP TC ENERGY CORP Energy 5,958.0 $395K 0.00% +2K +40.2% $66.29 -3.4%
902 PDI PIMCO DYNAMIC INCOME FD Financial Services 23,477.0 $392K 0.00% +6K +32.5% $16.70 -9.3%
903 CRUS CIRRUS LOGIC INC Technology 2,611.0 $388K 0.00% +33.0 +1.3% $148.53 -21.3%
904 IIM INVESCO VALUE MUN INCOME TR Financial Services 30,431.0 $387K 0.00% +16K +103.8% $12.73 -1.3%
905 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 11,370.0 $385K 0.00% +3K +39.1% $33.88 +8.0%
906 NUAI NEW ERA ENERGY & DIGITAL INC Energy 59,697.0 $381K 0.00% +44K +277.9% $6.38 -19.6%
907 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 62,073.0 $380K 0.00% +19K +45.5% $6.12 -2.9%
908 ELAN ELANCO ANIMAL HEALTH INC Healthcare 15,417.0 $379K 0.00% +6K +63.0% $24.61 -3.9%
909 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,064.0 $378K 0.00% +357.0 +20.9% $183.11 -1.8%
910 SKY CHAMPION HOMES INC Consumer Cyclical 4,267.0 $376K 0.00% +396.0 +10.2% $88.12 +3.1%
911 SCCO SOUTHERN COPPER CORP Basic Materials 2,154.0 $375K 0.00% +627.0 +41.1% $174.26 +7.8%
912 PANW CALL PALO ALTO NETWORKS INC Technology 1,100.0 $375K 0.00% +1K +1000.0% $341.02 +9.7%
913 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,645.0 $374K 0.00% +2K +26.2% $38.73 +49.2%
914 EIM EATON VANCE MUN BD FD Financial Services 37,363.0 $372K 0.00% +12K +49.6% $9.96 -3.8%
915 SPGP INVESCO EXCHANGE TRADED FD T 3,013.0 $368K 0.00% +342.0 +12.8% $122.28 +4.0%
916 ARKW ARK ETF TR 2,516.0 $364K 0.00% +201.0 +8.7% $144.84 +2.7%
917 INNOVATOR ETFS TRUST 13,214.0 $363K 0.00% +1K +11.0% $27.46
918 GLOBUS MED INC 4,588.0 $362K 0.00% +2K +68.2% $79.01
919 UFOX ETF SER SOLUTIONS 3,793.0 $360K 0.00% +79.0 +2.1% $95.04 -10.8%
920 FNF FIDELITY NATL FINL INC Financial Services 7,612.0 $359K 0.00% +485.0 +6.8% $47.16 +2.8%
Page 46 of 52  ·  1,023 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%