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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 15 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NEAR ISHARES U S ETF TR 78,927.0 $4.0M 0.07% NEW $51.28 -1.3%
282 IJS ISHARES TR 36,590.0 $4.0M 0.07% NEW $110.59 +14.1%
283 BLACKROCK ETF TRUST II 81,917.0 $4.0M 0.07% NEW $49.19
284 MMM 3M CO Industrials 25,845.0 $4.0M 0.07% NEW $155.18 -5.8%
285 SHOP SHOPIFY INC Technology 26,589.0 $4.0M 0.07% NEW $148.61 -32.5%
286 APD AIR PRODS & CHEMS INC Basic Materials 14,369.0 $3.9M 0.07% NEW $272.73 +7.5%
287 AIRR FIRST TR EXCHANGE TRADED FD 40,283.0 $3.9M 0.07% NEW $96.68 +29.3%
288 MUB ISHARES TR 36,412.0 $3.9M 0.07% NEW $106.49 -0.4%
289 INTU INTUIT Technology 5,665.0 $3.9M 0.07% NEW $682.85 -42.4%
290 EEM ISHARES TR 71,957.0 $3.8M 0.07% NEW $53.40 +21.7%
291 SOXX ISHARES TR 14,167.0 $3.8M 0.07% NEW $271.12 +82.9%
292 QYLD GLOBAL X FDS 225,372.0 $3.8M 0.07% NEW $17.01 +4.1%
293 FIXD FIRST TR EXCHNG TRADED FD VI 85,358.0 $3.8M 0.07% NEW $44.42 -2.7%
294 CVNA CARVANA CO Consumer Cyclical 10,024.0 $3.8M 0.07% NEW $377.24 -82.2%
295 PAAA PGIM ETF TR 73,318.0 $3.8M 0.07% NEW $51.50 -0.1%
296 CIBR FIRST TR EXCHANGE TRADED FD 49,607.0 $3.8M 0.07% NEW $76.01 +6.5%
297 IBIT ISHARES BITCOIN TRUST ETF Financial Services 57,841.0 $3.8M 0.06% NEW $65.00 -33.0%
298 VANGUARD CALIF TAX FREE FDS 37,644.0 $3.8M 0.06% NEW $99.77
299 OKLO OKLO INC Utilities 33,413.0 $3.7M 0.06% NEW $111.63 -44.2%
300 ET ENERGY TRANSFER L P Energy 216,775.0 $3.7M 0.06% NEW $17.16 +17.4%
Page 15 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%