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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 87 of 105  ·  2,097 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 QJUN FIRST TR EXCHNG TRADED FD VI 8,421.0 $285K 0.00% NEW $33.79 -1.4%
1722 TXNM ENERGY INC 5,007.0 $284K 0.00% NEW $56.78
1723 FAF FIRST AMERN FINL CORP Financial Services 4,140.0 $284K 0.00% NEW $68.60 +4.6%
1724 QHY WISDOMTREE TR 6,178.0 $283K 0.00% -601.0 -8.9% $45.82 +0.1%
1725 FTXN FIRST TR EXCHANGE TRADED FD 8,463.0 $283K 0.00% +330.0 +4.1% $33.43 +20.5%
1726 TTAN SERVICETITAN INC Technology 3,999.0 $283K 0.00% NEW $70.71 +34.2%
1727 CARG CARGURUS INC Consumer Cyclical 8,273.0 $282K 0.00% NEW $34.09 +8.1%
1728 OGS ONE GAS INC Utilities 3,653.0 $282K 0.00% $77.07 +2.3%
1729 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 1,000.0 $281K 0.00% NEW $281.21 -16.2%
1730 VWOB VANGUARD WHITEHALL FDS 4,180.0 $281K 0.00% +425.0 +11.3% $67.24 -2.0%
1731 ANV GRANITESHARES ETF TR 11,132.0 $281K 0.00% NEW $25.24 +0.6%
1732 APTIV PLC 4,577.0 $281K 0.00% -1K -20.5% $61.38
1733 NOVT NOVANTA INC Technology 1,730.0 $281K 0.00% NEW $162.24 -10.5%
1734 J P MORGAN EXCHANGE TRADED F 5,953.0 $281K 0.00% NEW $47.15
1735 PBR PETROLEO BRASILEIRO S A Energy 17,355.0 $280K 0.00% NEW $16.16 +18.5%
1736 HDB HDFC BANK LTD Financial Services 10,844.0 $280K 0.00% NEW $25.83 -8.6%
1737 PID INVESCO EXCHANGE TRADED FD T 12,570.0 $279K 0.00% $22.20 +4.2%
1738 NRIM NORTHRIM BANCORP INC Financial Services 10,054.0 $279K 0.00% -10K -49.9% $27.74 -7.0%
1739 CVNA CARVANA CO Consumer Cyclical 4,232.0 $279K 0.00% -6K -58.5% $65.82 +6.2%
1740 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 9,263.0 $278K 0.00% NEW $30.03 +1.5%
Page 87 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%