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 501–550 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FSS | FEDERAL SIGNAL CORP | 11K | $1M+ | SH |
| ERO | ERO COPPER CORP | 40K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC | 2K | $1M+ | SH |
| IEI | ISHARES TR | 9K | $1M+ | SH |
| EPI | WISDOMTREE TR | 24K | $1M+ | SH |
| ICLO | INVESCO ACTIVELY MANAGED EXC | 44K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 28K | $1M+ | SH |
| FISV | FISERV INC | 17K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 7K | $1M+ | SH |
| HL | HECLA MNG CO | 57K | $1M+ | SH |
| OSIS | OSI SYSTEMS INC | 4K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 21K | $1M+ | SH |
| XYZ | BLOCK INC | 17K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 4K | $1M+ | SH (Call) |
| TCAL | T ROWE PRICE ETF INC | 46K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $1M+ | SH |
| SO | SOUTHERN CO | 12K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 9K | $1M+ | SH |
| SHYG | ISHARES TR | 25K | $1M+ | SH |
| IFRA | ISHARES TR | 20K | $1M+ | SH |
| CHAT | TIDAL TRUST II | 18K | $1M+ | SH |
| SUB | ISHARES TR | 10K | $1M+ | SH |
| SFY | TIDAL TRUST I | 8K | $1M+ | SH |
| BOTZ | GLOBAL X FDS | 29K | $1M+ | SH |
| SSB | SOUTHSTATE BK CORP | 11K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| PAAS | PAN AMERN SILVER CORP | 20K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| AUSF | GLOBAL X FDS | 23K | $1M+ | SH |
| AOA | ISHARES TR | 12K | $1M+ | SH |
| EES | WISDOMTREE TR | 18K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 19K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 20K | $1M+ | SH |
| ADSK | AUTODESK INC | 3K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 14K | $1M+ | SH |
| CCJ | CAMECO CORP | 11K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 16K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 13K | $1M+ | SH |
| UNP | UNION PAC CORP | 4K | $1M+ | SH |
| FTMS | PUTNAM ETF TRUST | 101K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 19K | $500K+ | SH |
| SUSC | ISHARES TR | 43K | $500K+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 6K | $500K+ | SH |
| IHI | ISHARES TR | 16K | $500K+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 21K | $500K+ | SH |
| STRL | STERLING INFRASTRUCTURE INC | 3K | $500K+ | SH |
| ABT | ABBOTT LABS | 8K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 21K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |