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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 50 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PMAY INNOVATOR ETFS TRUST 25,467.0 $1.1M 0.01% +12K +92.6% $41.30 +1.8%
982 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 86,288.0 $1.0M 0.01% +35K +68.9% $12.12 -3.7%
983 EA ELECTRONIC ARTS INC Communication Services 5,093.0 $1.0M 0.01% +685.0 +15.5% $205.03 +2.3%
984 EMN EASTMAN CHEM CO Basic Materials 15,590.0 $1.0M 0.01% +801.0 +5.4% $66.98 +10.6%
985 AEM AGNICO EAGLE MINES LTD Basic Materials 6,730.0 $1.0M 0.01% +325.0 +5.1% $155.15 +39.3%
986 ESGD ISHARES TR 10,155.0 $1.0M 0.01% +6K +148.4% $102.81 +4.4%
987 GRMN GARMIN LTD Technology 4,379.0 $1.0M 0.01% +852.0 +24.2% $237.57 +24.1%
988 ESGV VANGUARD WORLD FD 7,862.0 $1.0M 0.01% +6K +338.2% $132.25 +2.7%
989 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 60,025.0 $1.0M 0.01% -22K -26.8% $17.31 +3.5%
990 SN SHARKNINJA INC Consumer Cyclical 6,809.0 $1.0M 0.01% -987.0 -12.7% $152.26 +18.7%
991 VCYT VERACYTE INC Healthcare 17,644.0 $1.0M 0.01% NEW $58.73 -28.0%
992 UEC URANIUM ENERGY CORP Energy 97,035.0 $1.0M 0.01% NEW $10.66 +19.7%
993 ARLP ALLIANCE RESOURCE PARTNERS L Energy 43,090.0 $1.0M 0.01% +7K +18.6% $23.98 +9.7%
994 FXL FIRST TR EXCHANGE-TRADED FD 4,726.0 $1.0M 0.01% -630.0 -11.8% $217.24 -1.3%
995 RIO RIO TINTO PLC Basic Materials 10,789.0 $1.0M 0.01% -8K -42.8% $94.93 +10.9%
996 HQY HEALTHEQUITY INC Healthcare 11,318.0 $1.0M 0.01% +2K +25.8% $90.32 +16.7%
997 VIRT VIRTU FINL INC Financial Services 17,122.0 $1.0M 0.01% -8K -31.5% $59.57 +14.0%
998 LNC LINCOLN NATL CORP IND Financial Services 28,830.0 $1.0M 0.01% +2K +5.8% $35.35 +19.2%
999 ASTS AST SPACEMOBILE INC Technology 11,465.0 $1.0M 0.01% +6K +93.0% $88.86 -22.7%
1000 SNOW CALL SNOWFLAKE INC Technology 4,000.0 $1.0M 0.01% NEW $254.50 +30.8%
Page 50 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 34.5%
Financial Services 19.3%
Industrials 10.3%
Consumer Cyclical 8.5%
Healthcare 8.2%
Communication Services 6.1%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.6%
Basic Materials 1.4%