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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 7 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ALLE ALLEGION PLC Industrials 2,840.0 $452K 0.01% NEW $159.27 -20.9%
122 TVTX TRAVERE THERAPEUTICS INC Healthcare 11,467.0 $438K 0.01% NEW $38.21 +11.7%
123 APTIV PLC 5,757.0 $438K 0.01% NEW $76.09
124 HAS HASBRO INC Consumer Cyclical 5,261.0 $431K 0.01% NEW $82.00 +16.5%
125 IFLR INNOVATOR ETFS TRUST 8,537.0 $431K 0.01% NEW $50.48 +2.3%
126 GPIX GOLDMAN SACHS ETF TR 8,137.0 $430K 0.01% NEW $52.80 +4.1%
127 GNRC GENERAC HLDGS INC Industrials 3,105.0 $423K 0.01% NEW $136.37 +94.3%
128 CRMD CORMEDIX INC Healthcare 36,350.0 $423K 0.01% NEW $11.63 -34.8%
129 TDY TELEDYNE TECHNOLOGIES INC Technology 827.0 $422K 0.01% NEW $510.73 +20.6%
130 EUSB ISHARES TR 9,614.0 $422K 0.01% NEW $43.91 -1.8%
131 ITM VANECK ETF TRUST 8,944.0 $422K 0.01% NEW $47.16 -1.6%
132 PWV INVESCO EXCHANGE TRADED FD T 6,321.0 $420K 0.01% NEW $66.52 +9.7%
133 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,115.0 $419K 0.01% NEW $197.99 +7.5%
134 BC BRUNSWICK CORP Consumer Cyclical 5,632.0 $418K 0.01% NEW $74.25 +4.9%
135 QQH NORTHERN LTS FD TR III 5,375.0 $416K 0.01% NEW $77.36 +8.2%
136 JNJ CALL JOHNSON & JOHNSON Healthcare 2,000.0 $414K 0.01% NEW $206.95 +9.2%
137 PKW INVESCO EXCHANGE TRADED FD T 3,054.0 $410K 0.01% NEW $134.32 +0.2%
138 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 6,548.0 $404K 0.01% NEW $61.69 -24.4%
139 TOST TOAST INC Technology 11,244.0 $399K 0.01% NEW $35.51 -35.9%
140 CHRD CHORD ENERGY CORPORATION Energy 4,291.0 $398K 0.01% NEW $92.69 +57.9%
Page 7 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%