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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 46 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 13,538.0 $516K 0.01% NEW $38.12 +17.3%
902 PMAY INNOVATOR ETFS TRUST 13,245.0 $515K 0.01% NEW $38.89 +5.4%
903 EA ELECTRONIC ARTS INC Communication Services 2,549.0 $514K 0.01% NEW $201.68 -0.2%
904 CTRE CARETRUST REIT INC Real Estate 14,747.0 $511K 0.01% NEW $34.68 +19.5%
905 GLDM WORLD GOLD TR Financial Services 6,661.0 $509K 0.01% NEW $76.45 +17.3%
906 HOMETRUST BANCSHARES INC 12,348.0 $506K 0.01% NEW $40.94
907 GDXJ VANECK ETF TRUST 5,102.0 $505K 0.01% NEW $99.02 +14.5%
908 SLB SCHLUMBERGER LTD Energy 14,604.0 $502K 0.01% NEW $34.37 +67.0%
909 FIRST TR EXCH TRADED FD III 23,212.0 $502K 0.01% NEW $21.62
910 ALB ALBEMARLE CORP Basic Materials 6,170.0 $500K 0.01% NEW $81.08 +109.4%
911 MKC MCCORMICK & CO INC Consumer Defensive 7,471.0 $500K 0.01% NEW $66.91 -29.8%
912 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,805.0 $499K 0.01% NEW $177.93 -30.9%
913 SEIC SEI INVTS CO Financial Services 5,881.0 $499K 0.01% NEW $84.85 +6.4%
914 LII LENNOX INTL INC Industrials 939.0 $497K 0.01% NEW $529.58 -6.6%
915 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 20,175.0 $497K 0.01% NEW $24.63 -34.3%
916 TTE TOTALENERGIES SE Energy 8,317.0 $496K 0.01% NEW $59.69 +54.4%
917 SCHC SCHWAB STRATEGIC TR 10,907.0 $496K 0.01% NEW $45.51 +9.6%
918 BALT INNOVATOR ETFS TRUST 15,110.0 $496K 0.01% NEW $32.82 +3.9%
919 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,647.0 $495K 0.01% NEW $87.64 +10.0%
920 SEIM SEI EXCHANGE TRADED FUNDS 10,888.0 $494K 0.01% NEW $45.40 +14.7%
Page 46 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%