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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 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MANAGED PORTFOLIO SERIES 57,574.0 $1.4M 0.02% NEW $25.03
42 SPY CALL SPDR S&P 500 ETF TR Financial Services 2,000.0 $1.4M 0.02% NEW $681.92 +8.4%
43 TRFK PACER FDS TR 21,014.0 $1.3M 0.01% NEW $64.06 +40.8%
44 AEE AMEREN CORP Utilities 13,284.0 $1.3M 0.01% NEW $99.86 +6.5%
45 FSS FEDERAL SIGNAL CORP Industrials 11,447.0 $1.2M 0.01% NEW $108.59 +6.0%
46 CERY SPDR SERIES TRUST 43,307.0 $1.2M 0.01% NEW $28.55 +32.0%
47 Q QNITY ELECTRONICS INC Technology 14,810.0 $1.2M 0.01% NEW $81.65 +101.0%
48 ORLA ORLA MNG LTD NEW Basic Materials 88,828.0 $1.2M 0.01% NEW $13.47 +9.8%
49 ZION ZIONS BANCORPORATION N A Financial Services 20,404.0 $1.2M 0.01% NEW $58.54 +2.6%
50 TIPX SPDR SERIES TRUST 61,969.0 $1.2M 0.01% NEW $19.08 +0.4%
51 HL HECLA MNG CO Basic Materials 61,609.0 $1.2M 0.01% NEW $19.19 +1.4%
52 ERO ERO COPPER CORP Basic Materials 40,351.0 $1.1M 0.01% NEW $28.29 +5.8%
53 TMDX TRANSMEDICS GROUP INC Healthcare 9,344.0 $1.1M 0.01% NEW $121.64 -49.0%
54 OSIS OSI SYSTEMS INC Technology 4,292.0 $1.1M 0.01% NEW $255.06 -15.4%
55 CCJ CAMECO CORP Energy 11,619.0 $1.1M 0.01% NEW $91.49 +17.5%
56 LEN CALL LENNAR CORP Consumer Cyclical 10,000.0 $1.0M 0.01% NEW $102.80 -17.1%
57 EBND SPDR SERIES TRUST 47,578.0 $1.0M 0.01% NEW $21.37 -3.1%
58 PUTNAM ETF TRUST 101,341.0 $1.0M 0.01% NEW $9.93
59 POR PORTLAND GEN ELEC CO Utilities 20,909.0 $1.0M 0.01% NEW $47.99 +0.5%
60 RGLD ROYAL GOLD INC Basic Materials 4,392.0 $976K 0.01% NEW $222.27 +8.2%
Page 3 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%