CIA
PEO

Concurrent Investment Advisors’s Adams Natural Resources Fund PEO Stock Holding History

Concurrent Investment Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$319K Buy
14,932
+1,042
+8% +$22.3K 0.01% 1031
2025
Q1 		$317K Buy
+13,890
New +$317K 0.01% 893