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 1301–1350 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KYN | KAYNE ANDERSON ENERGY INFRST | 12K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 1K | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 289 | $100K–$500K | SH |
| MNKD | MANNKIND CORP | 26K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 12K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 1K | $100K–$500K | SH |
| IMMX | IMMIX BIOPHARMA INC | 27K | $100K–$500K | SH |
| ANSC | AGRICULTURE & NAT SOL ACQ CO | 13K | $100K–$500K | SH |
| JAJL | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 3K | $100K–$500K | SH |
| TMC | TMC THE METALS COMPANY INC | 22K | $100K–$500K | SH |
| QOWZ | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| QQH | NORTHERN LTS FD TR III | 2K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| POOL | POOL CORP | 597 | $100K–$500K | SH |
| O | REALTY INCOME CORP | 2K | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 150 | $100K–$500K | SH |
| VAC | MARRIOTT VACATIONS WORLDWIDE | 2K | $100K–$500K | SH |
| PID | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| NDMO | NUVEEN DYNAMIC MUN OPPORTUNI | 13K | $100K–$500K | SH |
| MCR | MFS CHARTER INCOME TR | 21K | $100K–$500K | SH |
| GOVT | ISHARES TR | 6K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 233 | $100K–$500K | SH |
| SNN | SMITH & NEPHEW PLC | 4K | $100K–$500K | SH |
| BAR | GRANITESHARES GOLD TR | 3K | $100K–$500K | SH |
| CSAN | COSAN S A | 33K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 4K | $100K–$500K | SH |
| ACP | ABRDN INCOME CREDIT STRATEGI | 24K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 1K | $100K–$500K | SH |
| GENI | GENIUS SPORTS LIMITED | 12K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 600 | $100K–$500K | SH (Call) |
| VONV | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| TRI | THOMSON REUTERS CORP | 969 | $100K–$500K | SH |
| AMH | AMERICAN HOMES 4 RENT | 4K | $100K–$500K | SH |
| EUSB | ISHARES TR | 3K | $100K–$500K | SH |
| LGH | NORTHERN LTS FD TR III | 2K | $100K–$500K | SH |
| CNP | CENTERPOINT ENERGY INC | 3K | $100K–$500K | SH |
| DDOG | DATADOG INC | 916 | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 709 | $100K–$500K | SH |
| CPRT | COPART INC | 3K | $100K–$500K | SH |
| FSV | FIRSTSERVICE CORP NEW | 791 | $100K–$500K | SH |
| FCT | FIRST TR SR FLTG RATE INCOME | 12K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 1K | $100K–$500K | SH |
| AAM | AA MISSION ACQUISITION CORP | 12K | $100K–$500K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 1K | $100K–$500K | SH |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | 12K | $100K–$500K | SH |
| TAVI | TAVIA ACQUISITION CORP | 12K | $100K–$500K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 18K | $100K–$500K | SH |
| DURA | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 8K | $100K–$500K | SH |