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 901–950 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STK | COLUMBIA SELIGM PREM TECH GR | 10K | $100K–$500K | SH |
| MET | METLIFE INC | 5K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 25K | $100K–$500K | SH |
| XHR | XENIA HOTELS & RESORTS INC | 26K | $100K–$500K | SH |
| PJUN | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| PTBD | PACER FDS TR | 19K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND | 8K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 3K | $100K–$500K | SH |
| SUSA | ISHARES TR | 3K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 1K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 2K | $100K–$500K | SH |
| CTRA | COTERRA ENERGY INC | 14K | $100K–$500K | SH |
| MDYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| AYI | ACUITY INC | 995 | $100K–$500K | SH |
| APRW | AIM ETF PRODUCTS TRUST | 10K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 9K | $100K–$500K | SH |
| MSOS | ADVISORSHARES TR | 76K | $100K–$500K | SH (Call) |
| VGLT | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| DASH | DOORDASH INC | 2K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 2K | $100K–$500K | SH |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 4K | $100K–$500K | SH |
| DT | DYNATRACE INC | 8K | $100K–$500K | SH |
| FLXR | TCW ETF TRUST | 9K | $100K–$500K | SH |
| MD | PEDIATRIX MEDICAL GROUP INC | 16K | $100K–$500K | SH |
| APG | API GROUP CORP | 9K | $100K–$500K | SH |
| PGY | PAGAYA TECHNOLOGIES LTD | 17K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| EPR | EPR PPTYS | 7K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| GPCR | STRUCTURE THERAPEUTICS INC | 5K | $100K–$500K | SH |
| SAIC | SCIENCE APPLICATIONS INTL CO | 3K | $100K–$500K | SH |
| RVLV | REVOLVE GROUP INC | 11K | $100K–$500K | SH |
| MDB | MONGODB INC | 824 | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 27K | $100K–$500K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC | 30K | $100K–$500K | SH |
| PBH | PRESTIGE CONSMR HEALTHCARE I | 6K | $100K–$500K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 3K | $100K–$500K | SH |
| EVER | EVERQUOTE INC | 13K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| ARKW | ARK ETF TR | 2K | $100K–$500K | SH |
| IYF | ISHARES TR | 3K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 2K | $100K–$500K | SH |
| PEGA | PEGASYSTEMS INC | 6K | $100K–$500K | SH |
| FOXA | FOX CORP | 5K | $100K–$500K | SH |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 6K | $100K–$500K | SH |
| PUK | PRUDENTIAL PLC | 11K | $100K–$500K | SH |
| EMHY | ISHARES INC | 8K | $100K–$500K | SH |