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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 5 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGT VANGUARD WORLD FD 226,984.0 $27.1M 0.23% +200K +738.3% $119.52 +0.2%
82 NEE NEXTERA ENERGY INC Utilities 308,514.0 $27.1M 0.23% +85K +38.3% $87.77 -1.4%
83 VZ VERIZON COMMUNICATIONS INC Communication Services 639,281.0 $27.1M 0.23% +111K +21.0% $42.34 +15.0%
84 VO VANGUARD INDEX FDS 335,429.0 $27.0M 0.23% +274K +449.4% $80.57 +3.5%
85 FTSL FIRST TR EXCHANGE-TRADED FD 593,455.0 $26.6M 0.23% +280K +89.1% $44.75 +0.4%
86 RSP INVESCO EXCHANGE TRADED FD T 124,735.0 $26.5M 0.23% +25K +25.4% $212.77 +3.7%
87 PANW PALO ALTO NETWORKS INC Technology 77,696.0 $26.5M 0.23% $341.02 +9.6%
88 DGRW WISDOMTREE TR 276,849.0 $26.5M 0.23% -74K -21.2% $95.62 +3.7%
89 VYM VANGUARD WHITEHALL FDS 166,859.0 $26.4M 0.22% -14K -7.7% $158.03 +4.9%
90 XLV SELECT SECTOR SPDR TR 164,960.0 $26.2M 0.22% +28K +20.9% $158.66 +7.1%
91 IVE ISHARES TR 114,705.0 $26.0M 0.22% +1K +0.9% $227.06 +4.4%
92 DELL DELL TECHNOLOGIES INC Technology 59,954.0 $25.9M 0.22% +21K +53.6% $431.46 +8.6%
93 IJS ISHARES TR 188,438.0 $25.8M 0.22% +128K +210.3% $136.68 +1.4%
94 AMAT APPLIED MATLS INC Technology 35,585.0 $25.7M 0.22% +12K +52.7% $723.01 -29.5%
95 ORCL ORACLE CORP Technology 174,482.0 $25.6M 0.22% +9K +5.3% $146.55 -2.0%
96 DFIC DIMENSIONAL ETF TRUST 685,786.0 $25.6M 0.22% NEW $37.26 +4.5%
97 SPYV SPDR SERIES TRUST 412,981.0 $25.1M 0.21% -36K -8.1% $60.79 +4.5%
98 CB CHUBB LIMITED Financial Services 72,571.0 $24.7M 0.21% +5K +7.0% $340.74 +1.3%
99 OMFL INVESCO EXCH TRD SLF IDX FD 359,730.0 $24.7M 0.21% +232K +180.8% $68.54 +3.3%
100 VTEB VANGUARD MUN BD FDS 474,158.0 $24.0M 0.20% +260K +121.1% $50.58 -2.1%
Page 5 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%