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 1351–1400 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ALNY | ALNYLAM PHARMACEUTICALS INC | 299 | $100K–$500K | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 7K | $100K–$500K | SH |
| ZNOV | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| BTG | B2GOLD CORP | 26K | $100K–$500K | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 7K | $100K–$500K | SH |
| VGM | INVESCO TR INVT GRADE MUNS | 11K | $100K–$500K | SH |
| NHIC | NEWHOLD INVT CORP III | 11K | $100K–$500K | SH |
| SE | SEA LTD | 889 | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 200 | $100K–$500K | SH (Call) |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 1K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 916 | $100K–$500K | SH |
| EFX | EQUIFAX INC | 519 | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 12K | $100K–$500K | SH |
| FTMU | PUTNAM ETF TRUST | 14K | $100K–$500K | SH |
| SHG | SHINHAN FINANCIAL GROUP CO L | 2K | $100K–$500K | SH |
| CHW | CALAMOS GBL DYN INCOME FUND | 15K | $100K–$500K | SH |
| ESGE | ISHARES INC | 2K | $100K–$500K | SH |
| NDSN | NORDSON CORP | 454 | $100K–$500K | SH |
| CVNA | CARVANA CO | 258 | $100K–$500K | SH |
| HEI.A | HEICO CORP NEW | 431 | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 2K | $100K–$500K | SH |
| PJUL | INNOVATOR ETFS TRUST | 2K | $100K–$500K | SH |
| SNAP | SNAP INC | 13K | $100K–$500K | SH |
| COO | COOPER COS INC | 1K | $100K–$500K | SH |
| EMN | EASTMAN CHEM CO | 2K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 17K | $100K–$500K | SH |
| EVTL | VERTICAL AEROSPACE LTD | 20K | $100K–$500K | SH |
| QFLR | INNOVATOR ETFS TRUST | 3K | $100K–$500K | SH |
| SCHI | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| PJAN | INNOVATOR ETFS TRUST | 2K | $100K–$500K | SH |
| ALLE | ALLEGION PLC | 660 | $100K–$500K | SH |
| CHGG | CHEGG INC | 112K | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 400 | $100K–$500K | SH (Call) |
| VOD | VODAFONE GROUP PLC NEW | 8K | $100K–$500K | SH |
| LII | LENNOX INTL INC | 214 | $100K–$500K | SH |
| FNV | FRANCO NEV CORP | 502 | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 4K | $100K–$500K | SH |
| GCOW | PACER FDS TR | 2K | $100K–$500K | SH |
| PTMC | PACER FDS TR | 3K | $100K–$500K | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 5K | $100K–$500K | SH |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 5K | $100K–$500K | SH |
| BSCY | INVESCO EXCH TRD SLF IDX FD | 5K | $100K–$500K | SH |
| AME | AMETEK INC | 487 | $100K–$500K | SH |
| VPLS | VANGUARD MALVERN FDS | 1K | $50K–$100K | SH |
| JOBY | JOBY AVIATION INC | 8K | $50K–$100K | SH (Call) |
| BITF | BITFARMS LTD | 42K | $50K–$100K | SH |
| FDX | FEDEX CORP | 341 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 352 | $50K–$100K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 761 | $50K–$100K | SH |
| B | BARRICK MNG CORP | 2K | $50K–$100K | SH |