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 1001–1050 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KTF | DWS MUN INCOME TR NEW | 33K | $100K–$500K | SH |
| VVR | INVESCO SR INCOME TR | 92K | $100K–$500K | SH |
| GFEB | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| AXSM | AXSOME THERAPEUTICS INC | 2K | $100K–$500K | SH |
| RMBS | RAMBUS INC DEL | 3K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 26K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 853 | $100K–$500K | SH |
| TDVI | FIRST TR EXCHANGE-TRADED FD | 11K | $100K–$500K | SH |
| SLQD | ISHARES TR | 6K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| BOX | BOX INC | 10K | $100K–$500K | SH |
| TKO | TKO GROUP HOLDINGS INC | 1K | $100K–$500K | SH |
| BEN | FRANKLIN RESOURCES INC | 12K | $100K–$500K | SH |
| BITO | PROSHARES TR | 24K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 2K | $100K–$500K | SH |
| BMI | BADGER METER INC | 2K | $100K–$500K | SH |
| NNI | NELNET INC | 2K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| ULS | UL SOLUTIONS INC | 4K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 2K | $100K–$500K | SH |
| AMCX | AMC NETWORKS INC | 31K | $100K–$500K | SH |
| LKQ | LKQ CORP | 10K | $100K–$500K | SH |
| RFMZ | RIVERNORTH FLEXIBLE MUNI INC | 23K | $100K–$500K | SH |
| RL | RALPH LAUREN CORP | 821 | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 17K | $100K–$500K | SH |
| CPNG | COUPANG INC | 12K | $100K–$500K | SH |
| IMTB | ISHARES TR | 7K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2K | $100K–$500K | SH |
| LFUS | LITTELFUSE INC | 1K | $100K–$500K | SH |
| ELF | E L F BEAUTY INC | 4K | $100K–$500K | SH |
| NXST | NEXSTAR MEDIA GROUP INC | 1K | $100K–$500K | SH |
| OGS | ONE GAS INC | 4K | $100K–$500K | SH |
| SCMB | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| KLAC | KLA CORP | 231 | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| MLN | VANECK ETF TRUST | 16K | $100K–$500K | SH |
| ROIV | ROIVANT SCIENCES LTD | 13K | $100K–$500K | SH |
| FLO | FLOWERS FOODS INC | 26K | $100K–$500K | SH |
| IGPT | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| QDEF | FLEXSHARES TR | 3K | $100K–$500K | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| ANGO | ANGIODYNAMICS INC | 22K | $100K–$500K | SH |
| TWLO | TWILIO INC | 2K | $100K–$500K | SH |
| NBB | NUVEEN TAXABLE MUNICPAL INM | 18K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| CDL | VICTORY PORTFOLIOS II | 4K | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| RBA | RB GLOBAL INC | 3K | $100K–$500K | SH |