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 1151–1200 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OLED | UNIVERSAL DISPLAY CORP | 2K | $100K–$500K | SH |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| DSI | ISHARES TR | 2K | $100K–$500K | SH |
| EALT | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 6K | $100K–$500K | SH |
| IQQQ | PROSHARES TR | 5K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| CMA | COMERICA INC | 3K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 708 | $100K–$500K | SH |
| ISTB | ISHARES TR | 5K | $100K–$500K | SH |
| IGLB | ISHARES TR | 4K | $100K–$500K | SH |
| FLQL | FRANKLIN TEMPLETON ETF TR | 3K | $100K–$500K | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| CHRD | CHORD ENERGY CORPORATION | 2K | $100K–$500K | SH |
| RIOT | RIOT PLATFORMS INC | 17K | $100K–$500K | SH |
| RELX | RELX PLC | 5K | $100K–$500K | SH |
| MCS | MARCUS CORP DEL | 14K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 868 | $100K–$500K | SH |
| JBL | JABIL INC | 955 | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 2K | $100K–$500K | SH |
| NNE | NANO NUCLEAR ENERGY INC | 9K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 1K | $100K–$500K | SH |
| RSPU | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| BRTR | BLACKROCK ETF TRUST II | 4K | $100K–$500K | SH |
| MOH | MOLINA HEALTHCARE INC | 1K | $100K–$500K | SH |
| FSIG | FIRST TR EXCHANGE-TRADED FD | 11K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| PHEQ | MORGAN STANLEY ETF TRUST | 7K | $100K–$500K | SH |
| CPAY | CORPAY INC | 717 | $100K–$500K | SH |
| IIIV | I3 VERTICALS INC | 9K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| FMB | FIRST TR EXCH TRADED FD III | 4K | $100K–$500K | SH |
| SCYB | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| IEUR | ISHARES TR | 3K | $100K–$500K | SH |
| GFS | GLOBALFOUNDRIES INC | 6K | $100K–$500K | SH |
| FCBC | FIRST CMNTY BANKSHARES INC V | 6K | $100K–$500K | SH |
| KD | KYNDRYL HLDGS INC | 8K | $100K–$500K | SH |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 4K | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G | 5K | $100K–$500K | SH |
| STGW | STAGWELL INC | 43K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| CRAI | CRA INTL INC | 1K | $100K–$500K | SH |
| OS | ONESTREAM INC | 11K | $100K–$500K | SH |
| OAKM | HARRIS OAKMARK ETF TRUST | 7K | $100K–$500K | SH |
| FDD | FIRST TR EXCHANGE-TRADED FD | 12K | $100K–$500K | SH |
| BLV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 3K | $100K–$500K | SH |
| SIGI | SELECTIVE INS GROUP INC | 2K | $100K–$500K | SH |
| SPYT | TIDAL TRUST II | 12K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC | 2K | $100K–$500K | SH |