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 951–1000 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PB | PROSPERITY BANCSHARES INC | 5K | $100K–$500K | SH |
| L | LOEWS CORP | 3K | $100K–$500K | SH |
| MUR | MURPHY OIL CORP | 11K | $100K–$500K | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 17K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 2K | $100K–$500K | SH |
| SAP | SAP SE | 1K | $100K–$500K | SH |
| NTAP | NETAPP INC | 3K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 6K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP | 884 | $100K–$500K | SH |
| SYM | SYMBOTIC INC | 6K | $100K–$500K | SH |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| WWD | WOODWARD INC | 1K | $100K–$500K | SH |
| ESGD | ISHARES TR | 3K | $100K–$500K | SH |
| SKY | CHAMPION HOMES INC | 4K | $100K–$500K | SH |
| CNK | CINEMARK HLDGS INC | 14K | $100K–$500K | SH |
| CASH | PATHWARD FINANCIAL INC | 5K | $100K–$500K | SH |
| LCTU | BLACKROCK ETF TRUST | 4K | $100K–$500K | SH |
| GLXY | GALAXY DIGITAL INC. | 14K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 12K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 8K | $100K–$500K | SH |
| APA | APA CORPORATION | 13K | $100K–$500K | SH |
| NGG | NATIONAL GRID PLC | 4K | $100K–$500K | SH |
| URA | GLOBAL X FDS | 7K | $100K–$500K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 12K | $100K–$500K | SH |
| NUEM | NUSHARES ETF TR | 9K | $100K–$500K | SH |
| MGM | MGM RESORTS INTERNATIONAL | 9K | $100K–$500K | SH |
| HAS | HASBRO INC | 4K | $100K–$500K | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| TME | TENCENT MUSIC ENTMT GROUP | 18K | $100K–$500K | SH |
| PLNT | PLANET FITNESS INC | 3K | $100K–$500K | SH |
| CNXC | CONCENTRIX CORP | 8K | $100K–$500K | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 4K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 18K | $100K–$500K | SH |
| LVHD | LEGG MASON ETF INVT | 8K | $100K–$500K | SH |
| MUST | COLUMBIA ETF TR I | 15K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| SEPW | AIM ETF PRODUCTS TRUST | 10K | $100K–$500K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 40K | $100K–$500K | SH |
| ARKF | ARK ETF TR | 6K | $100K–$500K | SH |
| KEX | KIRBY CORP | 3K | $100K–$500K | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 12K | $100K–$500K | SH |
| RNST | RENASANT CORP | 9K | $100K–$500K | SH |
| QHY | WISDOMTREE TR | 7K | $100K–$500K | SH |
| WDI | WESTERN ASSET DIVERSIFIED IN | 22K | $100K–$500K | SH |
| DHS | WISDOMTREE TR | 3K | $100K–$500K | SH |
| CNQ | CANADIAN NAT RES LTD | 9K | $100K–$500K | SH |
| FEBW | AIM ETF PRODUCTS TRUST | 9K | $100K–$500K | SH |