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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 89 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 YD BIO LTD 17,672.0 $17K $0.99
1762 ANGO CALL ANGIODYNAMICS INC Healthcare 1,200.0 $15K +1K +500.0% $12.84 -16.1%
1763 DDOG CALL DATADOG INC Technology 100.0 $14K $135.99 +49.2%
1764 CALL LITHIUM AMERS CORP NEW 2,500.0 $11K NEW $4.36
1765 BSX PUT BOSTON SCIENTIFIC CORP Healthcare 100.0 $10K $95.35 -44.8%
1766 OKTA PUT OKTA INC Technology 100.0 $9K $86.47 -6.3%
1767 RBLX PUT ROBLOX CORP Technology 100.0 $8K $81.03 -46.0%
1768 FIBROBIOLOGICS INC 35,283.0 $8K $0.22
1769 RBRK CALL RUBRIK INC. Technology 100.0 $8K NEW $76.48 -17.9%
1770 RBRK PUT RUBRIK INC. Technology 100.0 $8K NEW $76.48 -17.9%
1771 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO Industrials 100.0 $8K NEW $75.91 -27.7%
1772 IBKR CALL INTERACTIVE BROKERS GROUP IN Financial Services 100.0 $6K $64.31 +37.3%
1773 IBKR PUT INTERACTIVE BROKERS GROUP IN Financial Services 100.0 $6K $64.31 +37.3%
1774 SGMO SANGAMO THERAPEUTICS INC Healthcare 15,000.0 $6K $0.42 -67.9%
1775 PYPL PUT PAYPAL HLDGS INC Financial Services 100.0 $6K $58.38 -22.9%
1776 EQT CALL EQT CORP Energy 100.0 $5K $53.60 +5.5%
1777 INTC CALL INTEL CORP Technology 100.0 $4K $36.90 +214.2%
1778 INTC PUT INTEL CORP Technology 100.0 $4K $36.90 +214.2%
Page 89 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%