CIK 2001015
Concurrent Investment Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,713
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLQM | FRANKLIN TEMPLETON ETF TR | 25K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 6K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 8K | $1M+ | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIE | 52K | $1M+ | SH |
| FDS | FACTSET RESH SYS INC | 5K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 11K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 32K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5K | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 12K | $1M+ | SH |
| FAST | FASTENAL CO | 34K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 17K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 27K | $1M+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 8K | $1M+ | SH |
| AN | AUTONATION INC | 7K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC | 34K | $1M+ | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 45K | $1M+ | SH |
| MMM | 3M CO | 8K | $1M+ | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 24K | $1M+ | SH |
| TRFK | PACER FDS TR | 21K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 21K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 6K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 18K | $1M+ | SH |
| AU | ANGLOGOLD ASHANTI PLC | 16K | $1M+ | SH |
| LUV | SOUTHWEST AIRLS CO | 32K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 8K | $1M+ | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 93K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 3K | $1M+ | SH |
| DBEF | DBX ETF TR | 26K | $1M+ | SH |
| YUM | YUM BRANDS INC | 8K | $1M+ | SH |
| CERY | SPDR SERIES TRUST | 43K | $1M+ | SH |
| IAGG | ISHARES TR | 24K | $1M+ | SH |
| FID | FIRST TR EXCHANGE TRADED FD | 59K | $1M+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 34K | $1M+ | SH |
| BP | BP PLC | 35K | $1M+ | SH |
| GIS | GENERAL MLS INC | 26K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 14K | $1M+ | SH |
| ORLA | ORLA MNG LTD NEW | 89K | $1M+ | SH |
| VNOM | VIPER ENERGY INC | 31K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 18K | $1M+ | SH |
| ZION | ZIONS BANCORPORATION N A | 20K | $1M+ | SH |
| TIPX | SPDR SERIES TRUST | 62K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 7K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 5K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 27K | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 31K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 2K | $1M+ | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 26K | $1M+ | SH |
| MPLX | MPLX LP | 22K | $1M+ | SH |
| NOW | SERVICENOW INC | 8K | $1M+ | SH |