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 1201–1250 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC | 918 | $100K–$500K | SH |
| UYSC | UY SCUTI ACQUISITION CORP. | 20K | $100K–$500K | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | 5K | $100K–$500K | SH |
| MSTX | TIDAL TRUST II | 53K | $100K–$500K | SH |
| DRLL | EA SERIES TRUST | 7K | $100K–$500K | SH |
| QQQT | TIDAL TRUST II | 12K | $100K–$500K | SH |
| KDP | KEURIG DR PEPPER INC | 7K | $100K–$500K | SH |
| MDIV | FIRST TR EXCHANGE TRADED FD | 13K | $100K–$500K | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO | 5K | $100K–$500K | SH |
| KVUE | KENVUE INC | 12K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 889 | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 4K | $100K–$500K | SH |
| VTR | VENTAS INC | 3K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 151 | $100K–$500K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | 9K | $100K–$500K | SH |
| PINS | PINTEREST INC | 8K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 10K | $100K–$500K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 718 | $100K–$500K | SH |
| BC | BRUNSWICK CORP | 3K | $100K–$500K | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 18K | $100K–$500K | SH |
| SCM | STELLUS CAP INVT CORP | 15K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 17K | $100K–$500K | SH |
| NTCT | NETSCOUT SYS INC | 7K | $100K–$500K | SH |
| BBBY | BED BATH & BEYOND INC | 36K | $100K–$500K | SH |
| JUNM | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 545 | $100K–$500K | SH |
| THO | THOR INDS INC | 2K | $100K–$500K | SH |
| CMS | CMS ENERGY CORP | 3K | $100K–$500K | SH |
| RKT | ROCKET COS INC | 10K | $100K–$500K | SH (Call) |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 10K | $100K–$500K | SH |
| ZDEK | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| MMU | WESTERN ASSET MANAGED MUNS F | 18K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 4K | $100K–$500K | SH |
| F | FORD MTR CO | 15K | $100K–$500K | SH |
| SMB | VANECK ETF TRUST | 11K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 3K | $100K–$500K | SH |
| G | GENPACT LIMITED | 4K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 2K | $100K–$500K | SH |
| ELAN | ELANCO ANIMAL HEALTH INC | 8K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 8K | $100K–$500K | SH |
| HLN | HALEON PLC | 18K | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| IT | GARTNER INC | 739 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 642 | $100K–$500K | SH |
| CLBT | CELLEBRITE DI LTD | 10K | $100K–$500K | SH |
| INRO | BLACKROCK ETF TRUST | 6K | $100K–$500K | SH |
| FBNC | FIRST BANCORP N C | 4K | $100K–$500K | SH |