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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $8.8B AUM 3,051 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 1095 Added 190 Reduced 99 Exited
Page 8 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 77,735.0 $13.3M 0.15% +62K +396.0% $171.18 +74.8%
142 ETN EATON CORP PLC Industrials 41,746.0 $13.3M 0.15% +14K +51.9% $318.51 +28.1%
143 TFC TRUIST FINL CORP Financial Services 268,702.0 $13.2M 0.15% +112K +71.0% $49.21 -4.2%
144 LOW LOWES COS INC Consumer Cyclical 54,524.0 $13.1M 0.15% +10K +22.6% $241.16 -7.3%
145 DBEF DBX ETF TR 273,121.0 $13.1M 0.15% +26K +10.4% $48.11 +7.3%
146 BSV VANGUARD BD INDEX FDS 165,954.0 $13.1M 0.15% +9K +6.0% $78.81 -1.3%
147 CRM SALESFORCE INC Technology 75,256.0 $13.1M 0.15% +13K +20.0% $173.73 -3.5%
148 MTUM ISHARES TR 52,168.0 $13.1M 0.15% +8K +17.7% $250.31 +19.2%
149 AVUV AMERICAN CENTY ETF TR 127,326.0 $13.0M 0.15% +35K +37.8% $101.98 +15.0%
150 GEV GE VERNOVA INC Utilities 19,791.0 $12.9M 0.15% +11K +136.6% $653.58 +66.9%
151 DIS DISNEY WALT CO Communication Services 112,188.0 $12.8M 0.14% +43K +62.0% $113.77 -7.3%
152 AMGN AMGEN INC Healthcare 38,933.0 $12.7M 0.14% +12K +46.5% $327.31 -0.3%
153 CGMS CAPITAL GRP FIXED INCM ETF T 457,239.0 $12.6M 0.14% +220K +93.0% $27.62 -1.0%
154 XLY SELECT SECTOR SPDR TR 105,707.0 $12.6M 0.14% +63K +149.1% $119.41 -2.4%
155 LGOV FIRST TR EXCHANGE-TRADED FD 564,951.0 $12.3M 0.14% +517K +1085.2% $21.83 -3.4%
156 DFAI DIMENSIONAL ETF TRUST 320,305.0 $12.2M 0.14% +233K +266.6% $38.11 +7.1%
157 DAL DELTA AIR LINES INC DEL Industrials 175,400.0 $12.2M 0.14% +128K +269.1% $69.40 +3.1%
158 XLU SELECT SECTOR SPDR TR 284,216.0 $12.1M 0.14% +184K +184.7% $42.69 +2.8%
159 C CITIGROUP INC Financial Services 103,370.0 $12.1M 0.14% +50K +94.5% $116.69 +5.8%
160 XLG INVESCO EXCHANGE TRADED FD T 202,337.0 $12.0M 0.14% +46K +29.7% $59.28 +7.2%
Page 8 of 89  ·  1,778 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 30.3%
Financial Services 24.7%
Consumer Cyclical 8.7%
Industrials 8.3%
Communication Services 8.2%
Healthcare 7.1%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%