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 1101–1150 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGBD | CARLYLE SECURED LENDING INC | 20K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH (Call) |
| JMST | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| CAIE | CALAMOS ETF TR | 9K | $100K–$500K | SH |
| BALL | BALL CORP | 5K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 4K | $100K–$500K | SH |
| CFA | VICTORY PORTFOLIOS II | 3K | $100K–$500K | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| BG | BUNGE GLOBAL SA | 3K | $100K–$500K | SH |
| XBI | SPDR SERIES TRUST | 2K | $100K–$500K | SH (Call) |
| EIM | EATON VANCE MUN BD FD | 25K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| DVA | DAVITA INC | 2K | $100K–$500K | SH |
| IHE | ISHARES TR | 3K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 1K | $100K–$500K | SH |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | 43K | $100K–$500K | SH |
| CACI | CACI INTL INC | 452 | $100K–$500K | SH |
| RCKT | ROCKET PHARMACEUTICALS INC | 68K | $100K–$500K | SH |
| EWC | ISHARES INC | 4K | $100K–$500K | SH |
| TOPT | ISHARES TR | 8K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 842 | $100K–$500K | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 7K | $100K–$500K | SH |
| SIXG | ETF SER SOLUTIONS | 4K | $100K–$500K | SH |
| MIRM | MIRUM PHARMACEUTICALS INC | 3K | $100K–$500K | SH |
| CORT | CORCEPT THERAPEUTICS INC | 7K | $100K–$500K | SH |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | 10K | $100K–$500K | SH |
| AMTM | AMENTUM HOLDINGS INC | 8K | $100K–$500K | SH |
| NOG | NORTHERN OIL & GAS INC | 11K | $100K–$500K | SH |
| IMOM | EA SERIES TRUST | 6K | $100K–$500K | SH |
| DIV | GLOBAL X FDS | 14K | $100K–$500K | SH |
| MAS | MASCO CORP | 4K | $100K–$500K | SH |
| PRM | PERIMETER SOLUTIONS INC | 9K | $100K–$500K | SH |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 12K | $100K–$500K | SH |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 6K | $100K–$500K | SH |
| GMED | GLOBUS MED INC | 3K | $100K–$500K | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 22K | $100K–$500K | SH |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 6K | $100K–$500K | SH |
| POST | POST HLDGS INC | 2K | $100K–$500K | SH |
| RWT | REDWOOD TRUST INC | 41K | $100K–$500K | SH |
| DECW | AIM ETF PRODUCTS TRUST | 7K | $100K–$500K | SH |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 113 | $100K–$500K | SH |
| TLRY | TILRAY BRANDS INC | 25K | $100K–$500K | SH |
| FTXN | FIRST TR EXCHANGE TRADED FD | 8K | $100K–$500K | SH |
| STIP | ISHARES TR | 2K | $100K–$500K | SH |
| NBOS | NEUBERGER BERMAN ETF TRUST | 8K | $100K–$500K | SH |
| IFLR | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| TSN | TYSON FOODS INC | 4K | $100K–$500K | SH |