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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $11.8B AUM 3,680 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 502 New 1023 Added 491 Reduced 183 Exited
Page 10 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BSV VANGUARD BD INDEX FDS 186,511.0 $14.5M 0.12% +21K +12.4% $77.91 -0.4%
182 DUK DUKE ENERGY CORP NEW Utilities 113,610.0 $14.4M 0.12% +51K +81.2% $126.58 -2.0%
183 ADI ANALOG DEVICES INC Technology 36,093.0 $14.3M 0.12% +3K +7.8% $397.17 -5.2%
184 DBEF DBX ETF TR 261,305.0 $14.3M 0.12% -12K -4.3% $54.63 +2.1%
185 MTUM ISHARES TR 41,434.0 $14.2M 0.12% -11K -20.6% $342.83 -9.0%
186 BA BOEING CO Industrials 65,242.0 $14.1M 0.12% -6K -8.1% $216.47 +3.0%
187 CIEN CIENA CORP Technology 28,752.0 $14.1M 0.12% +17K +151.6% $490.56 -17.3%
188 JAVA J P MORGAN EXCHANGE TRADED F 177,120.0 $14.1M 0.12% +32K +22.3% $79.41 +4.4%
189 GOVT ISHARES TR 613,825.0 $14.0M 0.12% +550K +855.3% $22.78 -1.4%
190 BINC BLACKROCK ETF TRUST II 266,213.0 $13.9M 0.12% +78K +41.6% $52.34 -0.7%
191 XLE SELECT SECTOR SPDR TR 255,960.0 $13.6M 0.12% +143K +127.0% $53.11 +19.9%
192 PSX PHILLIPS 66 Energy 79,658.0 $13.5M 0.12% +23K +40.6% $169.05 +44.0%
193 TJX TJX COS INC NEW Consumer Cyclical 88,756.0 $13.4M 0.11% -1K -1.4% $151.50 -0.4%
194 FEMB FIRST TR EXCH TRADED FD III 451,677.0 $13.2M 0.11% +431K +2105.4% $29.22 +1.1%
195 VBR VANGUARD INDEX FDS 54,237.0 $13.2M 0.11% +3K +6.3% $242.99 +1.8%
196 BROS DUTCH BROS INC Consumer Cyclical 183,322.0 $13.2M 0.11% +10K +5.7% $71.81 -32.5%
197 CRS CARPENTER TECHNOLOGY CORP Industrials 21,206.0 $13.1M 0.11% +16K +312.5% $616.84 -13.8%
198 GAPR FIRST TR EXCHNG TRADED FD VI 312,203.0 $13.0M 0.11% +125K +66.4% $41.67 +1.6%
199 NEAR ISHARES U S ETF TR 256,177.0 $13.0M 0.11% +87K +51.1% $50.66 -0.2%
200 ITA ISHARES TR 52,866.0 $12.8M 0.11% +8K +18.0% $242.42 +4.0%
Page 10 of 105  ·  2,097 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 33.8%
Financial Services 19.1%
Industrials 10.1%
Consumer Cyclical 8.3%
Healthcare 8.0%
Communication Services 7.7%
Consumer Defensive 4.4%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%