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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 11 of 26  ·  502 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBBQ INVESCO EXCH TRADED FD TR II 14,202.0 $464K 0.00% NEW $32.66 +6.0%
202 ILMN CALL ILLUMINA INC Healthcare 2,600.0 $457K 0.00% NEW $175.83 +7.1%
203 DEM WISDOMTREE TR 8,394.0 $452K 0.00% NEW $53.79 +0.3%
204 NVT NVENT ELEC PLC Industrials 2,655.0 $450K 0.00% NEW $169.64 -3.0%
205 PTRB PGIM ETF TR 10,829.0 $449K 0.00% NEW $41.46 -1.4%
206 LANDBRIDGE COMPANY LLC 5,661.0 $449K 0.00% NEW $79.24
207 SMIG ETF SER SOLUTIONS 13,591.0 $446K 0.00% NEW $32.81 +1.2%
208 DTM DT MIDSTREAM INC Energy 3,002.0 $441K 0.00% NEW $146.76 -7.5%
209 XLSR SSGA ACTIVE TR 6,790.0 $440K 0.00% NEW $64.86 +2.0%
210 FOCT FIRST TR EXCHNG TRADED FD VI 8,395.0 $439K 0.00% NEW $52.29 +2.3%
211 TAXX BONDBLOXX ETF TRUST 8,637.0 $438K 0.00% NEW $50.74 -0.4%
212 AGX ARGAN INC Industrials 544.0 $434K 0.00% NEW $798.24 -30.7%
213 GJUN FIRST TR EXCHNG TRADED FD VI 10,499.0 $432K 0.00% NEW $41.19 +1.6%
214 NANC TIDAL TRUST I 8,499.0 $430K 0.00% NEW $50.61 +2.0%
215 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,835.0 $428K 0.00% NEW $233.17 +3.5%
216 SFM SPROUTS FMRS MKT INC Consumer Defensive 4,997.0 $423K 0.00% NEW $84.58 -6.8%
217 BUG GLOBAL X FDS 11,037.0 $422K 0.00% NEW $38.19 +10.2%
218 VSGX VANGUARD WORLD FD 5,104.0 $420K 0.00% NEW $82.35 -0.2%
219 INNOVATOR ETFS TRUST 15,339.0 $420K 0.00% NEW $27.36
220 RMT ROYCE MICRO-CAP TR INC Financial Services 28,571.0 $418K 0.00% NEW $14.64 -2.6%
Page 11 of 26  ·  502 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%