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 10 of 10 · 183 positions

← Prev 1… 8 9 10

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
181	PYPL PUT	PAYPAL HLDGS INC	Financial Services	100	$6K	—	SOLD
182	EQT CALL	EQT CORP	Energy	100	$5K	—	SOLD
183	INTC PUT	INTEL CORP	Technology	100	$4K	—	SOLD

Page 10 of 10 · 183 positions

← Prev 1… 8 9 10

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%