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 801–850 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNR | PENTAIR PLC | 5K | $100K–$500K | SH |
| ARRY | ARRAY TECHNOLOGIES INC | 53K | $100K–$500K | SH |
| KAI | KADANT INC | 2K | $100K–$500K | SH |
| AUPH | AURINIA PHARMACEUTICALS INC | 30K | $100K–$500K | SH |
| SEIM | SEI EXCHANGE TRADED FUNDS | 10K | $100K–$500K | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 19K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC | 5K | $100K–$500K | SH |
| NAPR | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| AVK | ADVENT CONV & INCOME FD | 38K | $100K–$500K | SH |
| NFG | NATIONAL FUEL GAS CO | 6K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 5K | $100K–$500K | SH |
| TK | TEEKAY CORPORATION LTD | 52K | $100K–$500K | SH |
| CTRE | CARETRUST REIT INC | 13K | $100K–$500K | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 7K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 572 | $100K–$500K | SH |
| EBAY | EBAY INC. | 5K | $100K–$500K | SH |
| FAPR | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| QBTS | D-WAVE QUANTUM INC | 18K | $100K–$500K | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 6K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| XSD | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| KAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| CENX | CENTURY ALUM CO | 12K | $100K–$500K | SH |
| SCHJ | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| HNGE | HINGE HEALTH INC | 10K | $100K–$500K | SH |
| EOT | EATON VANCE NATL MUN OPPORT | 27K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 1K | $100K–$500K | SH |
| IWY | ISHARES TR | 2K | $100K–$500K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 32K | $100K–$500K | SH |
| CDE | COEUR MNG INC | 25K | $100K–$500K | SH |
| INSP | INSPIRE MED SYS INC | 5K | $100K–$500K | SH |
| MQT | BLACKROCK MUNIYIELD QUALITY | 44K | $100K–$500K | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 10K | $100K–$500K | SH |
| ARM | ARM HOLDINGS PLC | 4K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 3K | $100K–$500K | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| TVTX | TRAVERE THERAPEUTICS INC | 11K | $100K–$500K | SH |
| QXO | QXO INC | 23K | $100K–$500K | SH |
| CION | CION INVT CORP | 45K | $100K–$500K | SH |
| URBN | URBAN OUTFITTERS INC | 6K | $100K–$500K | SH |
| CORZW | CORE SCIENTIFIC INC NEW | 51K | $100K–$500K | SH |
| KTB | KONTOOR BRANDS INC | 7K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC | 5K | $100K–$500K | SH |
| VIRT | VIRTU FINL INC | 13K | $100K–$500K | SH |
| SMMV | ISHARES TR | 10K | $100K–$500K | SH |
| GSST | GOLDMAN SACHS ETF TR | 9K | $100K–$500K | SH |
| FMUB | FIDELITY MERRIMACK STR TR | 8K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 8K | $100K–$500K | SH |