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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 17 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SE SEA LTD Consumer Cyclical 19,159.0 $3.4M 0.06% NEW $178.73 -50.6%
322 RSPT INVESCO EXCHANGE TRADED FD T 76,480.0 $3.4M 0.06% NEW $44.58 +29.4%
323 TLH ISHARES TR 32,962.0 $3.4M 0.06% NEW $102.99 -5.1%
324 SDY SPDR SERIES TRUST 24,170.0 $3.4M 0.06% NEW $140.05 +5.5%
325 MDLZ MONDELEZ INTL INC Consumer Defensive 53,793.0 $3.4M 0.06% NEW $62.47 -3.2%
326 TBIL RBB FD INC 66,724.0 $3.3M 0.06% NEW $50.00 -0.1%
327 W WAYFAIR INC Consumer Cyclical 37,296.0 $3.3M 0.06% NEW $89.33 -34.8%
328 BLV VANGUARD BD INDEX FDS 46,866.0 $3.3M 0.06% NEW $70.85 -5.3%
329 WEC WEC ENERGY GROUP INC Utilities 28,957.0 $3.3M 0.06% NEW $114.59 -4.7%
330 TSCO TRACTOR SUPPLY CO Consumer Cyclical 58,161.0 $3.3M 0.06% NEW $56.87 -46.2%
331 CME CME GROUP INC Financial Services 12,207.0 $3.3M 0.06% NEW $270.20 +12.9%
332 HYLS FIRST TR EXCHANGE-TRADED FD 77,265.0 $3.2M 0.06% NEW $42.05 -2.9%
333 MBB ISHARES TR 34,093.0 $3.2M 0.06% NEW $95.15 -1.7%
334 DGRO ISHARES TR 47,481.0 $3.2M 0.06% NEW $68.08 +8.4%
335 GTO INVESCO ACTIVELY MANAGED EXC 67,590.0 $3.2M 0.06% NEW $47.51 -2.3%
336 VCSH VANGUARD SCOTTSDALE FDS 40,111.0 $3.2M 0.06% NEW $79.93 -1.5%
337 RF REGIONS FINANCIAL CORP NEW Financial Services 120,869.0 $3.2M 0.06% NEW $26.37 +1.1%
338 DFAI DIMENSIONAL ETF TRUST 87,373.0 $3.2M 0.05% NEW $36.35 +13.2%
339 KNG FIRST TR EXCHANGE-TRADED FD 64,317.0 $3.2M 0.05% NEW $49.31 -1.3%
340 USB US BANCORP DEL Financial Services 65,581.0 $3.2M 0.05% NEW $48.33 +9.9%
Page 17 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%