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 1051–1100 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFTX | MIND MEDICINE MINDMED INC | 20K | $100K–$500K | SH |
| SEMR | SEMRUSH HLDGS INC | 23K | $100K–$500K | SH |
| BSM | BLACK STONE MINERALS L P | 20K | $100K–$500K | SH |
| MRNA | MODERNA INC | 9K | $100K–$500K | SH |
| VFF | VILLAGE FARMS INTL INC | 74K | $100K–$500K | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| UAUG | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| SEIC | SEI INVTS CO | 3K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| WAB | WABTEC | 1K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 266 | $100K–$500K | SH |
| GEN | GEN DIGITAL INC | 10K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 600 | $100K–$500K | SH (Call) |
| SNPS | SYNOPSYS INC | 569 | $100K–$500K | SH |
| BXC | BLUELINX HLDGS INC | 4K | $100K–$500K | SH |
| UOCT | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| NRIM | NORTHRIM BANCORP INC | 10K | $100K–$500K | SH |
| BKH | BLACK HILLS CORP | 4K | $100K–$500K | SH |
| ERC | ALLSPRING MULTI SECTOR INCOM | 28K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 346 | $100K–$500K | SH |
| DVOL | FIRST TR EXCHANGE-TRADED FD | 8K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 2K | $100K–$500K | SH |
| PTIN | PACER FDS TR | 8K | $100K–$500K | SH |
| UJAN | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| ACWI | ISHARES TR | 2K | $100K–$500K | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 5K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 1K | $100K–$500K | SH (Call) |
| ICLR | ICON PLC | 1K | $100K–$500K | SH |
| WRD | WERIDE INC | 30K | $100K–$500K | SH |
| CPNJ | CALAMOS ETF TR | 10K | $100K–$500K | SH |
| PIPR | PIPER SANDLER COMPANIES | 756 | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| VKI | INVESCO ADVANTAGE MUN INCOME | 28K | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL | 3K | $100K–$500K | SH |
| PHG | KONINKLIJKE PHILIPS N V | 9K | $100K–$500K | SH |
| CIFR | CIPHER MINING INC | 17K | $100K–$500K | SH |
| MOD | MODINE MFG CO | 2K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| INSM | INSMED INC | 1K | $100K–$500K | SH |
| TSLL | DIREXION SHS ETF TR | 13K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 3K | $100K–$500K | SH (Call) |
| EWY | ISHARES INC | 3K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 270 | $100K–$500K | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC | 25K | $100K–$500K | SH |
| NTRA | NATERA INC | 1K | $100K–$500K | SH |
| CHY | CALAMOS CONV & HIGH INCOME F | 22K | $100K–$500K | SH |
| CRUS | CIRRUS LOGIC INC | 2K | $100K–$500K | SH |