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 751–800 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SII | SPROTT INC | 6K | $500K+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 5K | $500K+ | SH |
| IYC | ISHARES TR | 5K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| ALAB | ASTERA LABS INC | 3K | $500K+ | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 1K | $500K+ | SH |
| BLBD | BLUE BIRD CORP | 11K | $500K+ | SH |
| AX | AXOS FINANCIAL INC | 6K | $500K+ | SH |
| IYY | ISHARES TR | 3K | $500K+ | SH |
| CUBI | CUSTOMERS BANCORP INC | 7K | $500K+ | SH |
| RYLD | GLOBAL X FDS | 34K | $500K+ | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 49K | $500K+ | SH |
| BCBP | BCB BANCORP INC | 65K | $500K+ | SH |
| ETHA | ISHARES ETHEREUM TR | 23K | $500K+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| XHYI | BONDBLOXX ETF TRUST | 14K | $500K+ | SH |
| APLD | APPLIED DIGITAL CORP | 21K | $500K+ | SH |
| FUMB | FIRST TR EXCH TRADED FD III | 26K | $500K+ | SH |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 11K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 7K | $500K+ | SH |
| HQY | HEALTHEQUITY INC | 6K | $500K+ | SH |
| XHYF | BONDBLOXX ETF TRUST | 14K | $500K+ | SH |
| AMRX | AMNEAL PHARMACEUTICALS INC | 41K | $500K+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 3K | $500K+ | SH |
| ITT | ITT INC | 3K | $500K+ | SH |
| PEN | PENUMBRA INC | 2K | $500K+ | SH |
| BWX | SPDR SERIES TRUST | 23K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP | 3K | $500K+ | SH |
| EMHC | SPDR SERIES TRUST | 20K | $500K+ | SH |
| IDXX | IDEXX LABS INC | 760 | $500K+ | SH |
| MTG | MGIC INVT CORP WIS | 18K | $500K+ | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 6K | $500K+ | SH |
| DOCN | DIGITALOCEAN HLDGS INC | 11K | $500K+ | SH |
| PWS | PACER FDS TR | 16K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 655 | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 6K | $500K+ | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 20K | $500K+ | SH |
| DBEU | DBX ETF TR | 10K | $500K+ | SH |
| ACAD | ACADIA PHARMACEUTICALS INC | 19K | $500K+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| SEIV | SEI EXCHANGE TRADED FUNDS | 12K | $100K–$500K | SH |
| EWJ | ISHARES INC | 6K | $100K–$500K | SH |
| WLDN | WILLDAN GROUP INC | 5K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 20K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 4K | $100K–$500K | SH |
| PPG | PPG INDS INC | 5K | $100K–$500K | SH |
| FIDI | FIDELITY COVINGTON TRUST | 19K | $100K–$500K | SH |
| MDYV | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 12K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |