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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 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 4,464 $446K 0.01% SOLD
22 ADC AGREE RLTY CORP Real Estate 6,251 $444K 0.01% SOLD
23 GREK GLOBAL X FDS 6,446 $415K 0.01% SOLD
24 VNM VANECK ETF TRUST 23,129 $413K 0.01% SOLD
25 UTG REAVES UTIL INCOME FD Financial Services 10,221 $405K 0.01% SOLD
26 SMR NUSCALE PWR CORP Utilities 11,056 $398K 0.01% SOLD
27 XPH SPDR SERIES TRUST 8,097 $388K 0.01% SOLD
28 IWM CALL ISHARES TR 1,600 $387K 0.01% SOLD
29 BKSY BLACKSKY TECHNOLOGY INC Technology 19,042 $384K 0.01% SOLD
30 JNJ PUT JOHNSON & JOHNSON Healthcare 2,000 $371K 0.01% SOLD
31 CHWY CHEWY INC Consumer Cyclical 8,639 $349K 0.01% SOLD
32 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 28,186 $344K 0.01% SOLD
33 WTMF WISDOMTREE TR 8,600 $326K 0.01% SOLD
34 BLACKROCK INCOME TR INC 28,424 $319K 0.01% SOLD
35 AMCOR PLC 37,967 $311K 0.01% SOLD
36 WDC PUT WESTERN DIGITAL CORP Technology 2,500 $300K 0.01% SOLD
37 EXPAND ENERGY CORPORATION 2,553 $271K 0.01% SOLD
38 EUAD SPINNAKER ETF SERIES 5,480 $257K 0.00% SOLD
39 CNC CENTENE CORP DEL Healthcare 6,843 $244K 0.00% SOLD
40 NEWZ EA SERIES TRUST 8,316 $238K 0.00% SOLD
Page 2 of 5  ·  99 positions
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%