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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 VFC CALL V F CORP Consumer Cyclical 20,500 $35K 0.00% SOLD
82 ORCL PUT ORACLE CORP Technology 100 $28K SOLD
83 ACHR CALL ARCHER AVIATION INC Industrials 2,500 $24K SOLD
84 AMZN PUT AMAZON COM INC Consumer Cyclical 100 $22K SOLD
85 BMNR CALL BITMINE IMMERSION TECNOLOGIE Financial Services 400 $21K SOLD
86 VST PUT VISTRA CORP Utilities 100 $20K SOLD
87 CALL WHEELS UP EXPERIENCE INC 10,000 $18K SOLD
88 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 100 $17K SOLD
89 RTX CALL RTX CORPORATION Industrials 100 $17K SOLD
90 ETHA CALL ISHARES ETHEREUM TR Financial Services 500 $16K SOLD
91 ANET PUT ARISTA NETWORKS INC Technology 100 $15K SOLD
92 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 100 $13K SOLD
93 VFC PUT V F CORP Consumer Cyclical 700 $10K SOLD
94 NDAQ PUT NASDAQ INC Financial Services 100 $9K SOLD
95 PUT FORTINET INC 100 $8K SOLD
96 EW CALL EDWARDS LIFESCIENCES CORP Healthcare 100 $8K SOLD
97 S PUT SENTINELONE INC Technology 200 $4K SOLD
98 BLACKROCK INCOME TR INC 28,424 $2K SOLD
99 WHEELS UP EXPERIENCE INC 20 $37.0 SOLD
Page 5 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%