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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $5.8B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1497 New
Page 37 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VYMI VANGUARD WHITEHALL FDS 9,631.0 $816K 0.01% NEW $84.68 +17.9%
722 VTES VANGUARD WELLINGTON FD 8,000.0 $815K 0.01% NEW $101.92 -1.1%
723 NEBIUS GROUP N.V. 7,238.0 $813K 0.01% NEW $112.28
724 HDV ISHARES TR 6,619.0 $810K 0.01% NEW $122.45 -77.5%
725 MLPX GLOBAL X FDS 12,903.0 $809K 0.01% NEW $62.71 +22.0%
726 FSMD FIDELITY COVINGTON TRUST 18,323.0 $806K 0.01% NEW $44.01 +11.3%
727 LDUR PIMCO ETF TR 8,376.0 $805K 0.01% NEW $96.14 -0.8%
728 RDDT PUT REDDIT INC Communication Services 3,500.0 $805K 0.01% NEW $229.99 -32.7%
729 NET CLOUDFLARE INC Technology 3,751.0 $805K 0.01% NEW $214.57 -3.7%
730 BKLC BNY MELLON ETF TRUST 6,258.0 $803K 0.01% NEW $128.38 +10.5%
731 DHI D R HORTON INC Consumer Cyclical 4,740.0 $803K 0.01% NEW $169.48 -20.5%
732 DASH DOORDASH INC Communication Services 2,943.0 $800K 0.01% NEW $271.99 -43.1%
733 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,991.0 $799K 0.01% NEW $133.40 +1.2%
734 PWB INVESCO EXCHANGE TRADED FD T 6,346.0 $796K 0.01% NEW $125.42 +21.7%
735 VPU VANGUARD WORLD FD 4,194.0 $794K 0.01% NEW $189.40 +1.9%
736 HIMS HIMS & HERS HEALTH INC Healthcare 13,984.0 $793K 0.01% NEW $56.72 -60.4%
737 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,049.0 $791K 0.01% NEW $259.44 +21.6%
738 LH LABCORP HOLDINGS INC Healthcare 2,744.0 $788K 0.01% NEW $287.07 -11.6%
739 ENVX ENOVIX CORPORATION Industrials 78,855.0 $786K 0.01% NEW $9.97 -44.5%
740 NUE NUCOR CORP Basic Materials 5,792.0 $784K 0.01% NEW $135.42 +63.7%
Page 37 of 75  ·  1,497 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 30.7%
Financial Services 24.1%
Consumer Cyclical 9.3%
Industrials 8.0%
Communication Services 6.9%
Healthcare 6.3%
Consumer Defensive 5.2%
Energy 4.2%
Utilities 2.2%
Real Estate 1.8%