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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 45 of 75  ·  1,497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 MPWR MONOLITHIC PWR SYS INC Technology 591.0 $544K 0.01% NEW $920.17 +61.8%
882 EXC EXELON CORP Utilities 12,077.0 $544K 0.01% NEW $45.01 -0.1%
883 CORT CORCEPT THERAPEUTICS INC Healthcare 6,531.0 $543K 0.01% NEW $83.11 -29.1%
884 ESS ESSEX PPTY TR INC Real Estate 2,027.0 $543K 0.01% NEW $267.67 +1.9%
885 JPEF J P MORGAN EXCHANGE TRADED F 7,317.0 $542K 0.01% NEW $74.09 +7.2%
886 FHN FIRST HORIZON CORPORATION Financial Services 23,926.0 $541K 0.01% NEW $22.61 +4.7%
887 B BARRICK MNG CORP Basic Materials 16,485.0 $540K 0.01% NEW $32.77 +20.9%
888 CANADIAN PACIFIC KANSAS CITY 7,242.0 $539K 0.01% NEW $74.49
889 SCHP SCHWAB STRATEGIC TR 19,967.0 $538K 0.01% NEW $26.95 -1.4%
890 FDD FIRST TR EXCHANGE-TRADED FD 33,085.0 $534K 0.01% NEW $16.15 +20.3%
891 OMF ONEMAIN HLDGS INC Financial Services 9,450.0 $534K 0.01% NEW $56.46 -6.0%
892 IYY ISHARES TR 3,282.0 $533K 0.01% NEW $162.45 +10.0%
893 PCY INVESCO EXCH TRADED FD TR II 24,670.0 $532K 0.01% NEW $21.56 -2.7%
894 CNP CENTERPOINT ENERGY INC Utilities 13,681.0 $531K 0.01% NEW $38.80 +10.1%
895 SPSM SPDR SERIES TRUST 11,457.0 $531K 0.01% NEW $46.32 +12.2%
896 WAL WESTERN ALLIANCE BANCORP Financial Services 6,095.0 $529K 0.01% NEW $86.72 -11.6%
897 PPA INVESCO EXCHANGE TRADED FD T 3,364.0 $523K 0.01% NEW $155.44 +6.7%
898 GSIE GOLDMAN SACHS ETF TR 12,695.0 $522K 0.01% NEW $41.11 +9.6%
899 NFG NATIONAL FUEL GAS CO Energy 5,631.0 $520K 0.01% NEW $92.38 -8.6%
900 PEO ADAM NAT RES FD INC Financial Services 24,169.0 $520K 0.01% NEW $21.52 +25.7%
Page 45 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%