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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 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 OXY CALL OCCIDENTAL PETE CORP Energy 5,000 $236K 0.00% SOLD
42 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 1,000 $236K 0.00% SOLD
43 AG FIRST MAJESTIC SILVER CORP Basic Materials 19,119 $235K 0.00% SOLD
44 BCI ABRDN ETFS 10,499 $226K 0.00% SOLD
45 BUG GLOBAL X FDS 6,307 $222K 0.00% SOLD
46 IYT ISHARES TR 3,092 $222K 0.00% SOLD
47 TSLA PUT TESLA INC Consumer Cyclical 500 $222K 0.00% SOLD
48 DASH CALL DOORDASH INC Communication Services 800 $218K 0.00% SOLD
49 TILRAY BRANDS INC 123,870 $214K 0.00% SOLD
50 WTPI WISDOMTREE TR 6,178 $206K 0.00% SOLD
51 EXACT SCIENCES CORP 3,716 $203K 0.00% SOLD
52 INVESCO EXCH TRD SLF IDX FD 9,770 $202K 0.00% SOLD
53 LNTH LANTHEUS HLDGS INC Healthcare 3,936 $202K 0.00% SOLD
54 IAK ISHARES TR 1,506 $202K 0.00% SOLD
55 ENVX CALL ENOVIX CORPORATION Industrials 20,000 $199K 0.00% SOLD
56 BIT BLACKROCK MULTI SECTOR INC T Financial Services 14,150 $189K 0.00% SOLD
57 UNH CALL UNITEDHEALTH GROUP INC Healthcare 500 $173K 0.00% SOLD
58 BLACKROCK MUN INCOME TR 16,425 $165K 0.00% SOLD
59 MESOBLAST LTD 10,000 $161K 0.00% SOLD
60 LHAI LINKHOME HLDGS INC Real Estate 16,140 $146K 0.00% SOLD
Page 3 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%