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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 4 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GEN GEN DIGITAL INC Technology 35,344.0 $961K 0.01% NEW $27.19 -14.7%
62 FLMI FRANKLIN TEMPLETON ETF TR 38,484.0 $957K 0.01% NEW $24.87 -0.5%
63 BIO BIO RAD LABS INC Healthcare 3,116.0 $944K 0.01% NEW $302.99 -18.3%
64 LECO LINCOLN ELEC HLDGS INC Industrials 3,934.0 $943K 0.01% NEW $239.64 +11.2%
65 NDSN NORDSON CORP Industrials 3,819.0 $918K 0.01% NEW $240.42 +16.6%
66 CENX CENTURY ALUM CO Basic Materials 22,935.0 $899K 0.01% NEW $39.18 +56.8%
67 LSCC LATTICE SEMICONDUCTOR CORP Technology 12,098.0 $890K 0.01% NEW $73.58 +69.7%
68 RB GLOBAL INC 8,354.0 $859K 0.01% NEW $102.87
69 FMUB FIDELITY MERRIMACK STR TR 16,732.0 $853K 0.01% NEW $50.96 -0.5%
70 TOTALENERGIES SE 13,016.0 $852K 0.01% NEW $65.42
71 HBAN HUNTINGTON BANCSHARES INC Financial Services 48,785.0 $846K 0.01% NEW $17.35 -10.6%
72 CDE COEUR MNG INC Basic Materials 46,782.0 $834K 0.01% NEW $17.83 -1.2%
73 AIPO TIDAL TRUST II 36,683.0 $811K 0.01% NEW $22.12 +45.8%
74 SLDE SLIDE INS HLDGS INC Financial Services 40,500.0 $789K 0.01% NEW $19.48 -4.3%
75 GSSC GOLDMAN SACHS ETF TR 10,405.0 $787K 0.01% NEW $75.63 +9.2%
76 RWO SPDR INDEX SHS FDS 17,461.0 $786K 0.01% NEW $45.02 +7.5%
77 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 40,511.0 $778K 0.01% NEW $19.20 +6.6%
78 GGG GRACO INC Industrials 9,324.0 $764K 0.01% NEW $81.97 -6.6%
79 XT ISHARES TR 10,407.0 $726K 0.01% NEW $69.74 +13.4%
80 FIRST TR EXCH TRADED FD III 10,210.0 $725K 0.01% NEW $70.99
Page 4 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%