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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 13 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LGH NORTHERN LTS FD TR III 4,093.0 $254K 0.00% NEW $61.96 +2.0%
242 EWY ISHARES INC 2,604.0 $253K 0.00% NEW $97.22 +86.5%
243 CLX CALL CLOROX CO DEL Consumer Defensive 2,500.0 $252K 0.00% NEW $100.83 -9.3%
244 COMERICA INC 2,881.0 $250K 0.00% NEW $86.94
245 NTCT NETSCOUT SYS INC Technology 9,243.0 $250K 0.00% NEW $27.06 +42.0%
246 CGBD CARLYLE SECURED LENDING INC Financial Services 20,000.0 $250K 0.00% NEW $12.49 -11.0%
247 PFE CALL PFIZER INC Healthcare 10,000.0 $249K 0.00% NEW $24.90 +1.3%
248 BBUS J P MORGAN EXCHANGE TRADED F 1,994.0 $246K 0.00% NEW $123.31 +7.9%
249 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,234.0 $245K 0.00% NEW $109.61 -25.7%
250 XBI CALL SPDR SERIES TRUST 2,000.0 $244K 0.00% NEW $121.93 +6.5%
251 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 4,222.0 $244K 0.00% NEW $57.70 +23.6%
252 AMTM AMENTUM HOLDINGS INC Industrials 8,382.0 $243K 0.00% NEW $29.00 -21.8%
253 IHE ISHARES TR 2,862.0 $243K 0.00% NEW $84.82 +3.4%
254 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,310.0 $242K 0.00% NEW $45.57 +35.0%
255 ADUS ADDUS HOMECARE CORP Healthcare 2,232.0 $240K 0.00% NEW $107.39 -15.2%
256 DURA VANECK ETF TRUST 7,084.0 $239K 0.00% NEW $33.80 +11.8%
257 THO THOR INDS INC Consumer Cyclical 2,328.0 $239K 0.00% NEW $102.68 -28.4%
258 EWC ISHARES INC 4,432.0 $239K 0.00% NEW $53.93 +6.6%
259 TOPT ISHARES TR 7,647.0 $239K 0.00% NEW $31.23 +8.8%
260 VPLS VANGUARD MALVERN FDS 3,056.0 $239K 0.00% NEW $78.11 -1.6%
Page 13 of 19  ·  380 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 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%