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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 14 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GLOBUS MED INC 2,728.0 $238K 0.00% NEW $87.31
262 ENSG ENSIGN GROUP INC Healthcare 1,364.0 $238K 0.00% NEW $174.21 +2.9%
263 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,426.0 $237K 0.00% NEW $53.64 +21.9%
264 AMH AMERICAN HOMES 4 RENT Real Estate 7,389.0 $237K 0.00% NEW $32.10 -4.6%
265 HLNE HAMILTON LANE INC Financial Services 1,754.0 $235K 0.00% NEW $134.25 -34.7%
266 IMOM EA SERIES TRUST 6,167.0 $235K 0.00% NEW $38.12 +17.3%
267 HUT 8 CORP 5,115.0 $235K 0.00% NEW $45.94
268 DIV GLOBAL X FDS 13,567.0 $235K 0.00% NEW $17.32 +10.0%
269 TSN TYSON FOODS INC Consumer Defensive 3,999.0 $234K 0.00% NEW $58.63 +13.7%
270 OMFS INVESCO EXCH TRD SLF IDX FD 5,271.0 $234K 0.00% NEW $44.47 +11.8%
271 TRP TC ENERGY CORP Energy 4,249.0 $234K 0.00% NEW $55.01 +23.9%
272 WBI WATERBRIDGE INFRASTRUCTURE L Energy 11,650.0 $233K 0.00% NEW $20.01 +48.9%
273 SNN SMITH & NEPHEW PLC Healthcare 7,088.0 $233K 0.00% NEW $32.81 -9.4%
274 KDP KEURIG DR PEPPER INC Consumer Defensive 8,270.0 $232K 0.00% NEW $28.01 +3.9%
275 BLACKROCK ETF TRUST 4,224.0 $231K 0.00% NEW $54.66
276 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 21,999.0 $231K 0.00% NEW $10.48 +15.2%
277 DPZ DOMINOS PIZZA INC Consumer Cyclical 552.0 $230K 0.00% NEW $417.13 -27.1%
278 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 6,135.0 $230K 0.00% NEW $37.45 +54.6%
279 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,383.0 $229K 0.00% NEW $165.93 +6.7%
280 EVUS ISHARES TR 7,150.0 $229K 0.00% NEW $32.04 +7.2%
Page 14 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%