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 1401–1450 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ALT | ALTIMMUNE INC | 27K | $50K–$100K | SH |
| REAX | THE REAL BROKERAGE INC | 26K | $50K–$100K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 10K | $50K–$100K | SH |
| EVUS | ISHARES TR | 3K | $50K–$100K | SH |
| VRSN | VERISIGN INC | 382 | $50K–$100K | SH |
| GLW | CORNING INC | 1K | $50K–$100K | SH |
| RDDT | REDDIT INC | 400 | $50K–$100K | SH (Call) |
| ROST | ROSS STORES INC | 508 | $50K–$100K | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 2K | $50K–$100K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 1K | $50K–$100K | SH |
| ESBA | EMPIRE ST RLTY OP L P | 14K | $50K–$100K | SH |
| ACGL | ARCH CAP GROUP LTD | 937 | $50K–$100K | SH |
| GS | GOLDMAN SACHS GROUP INC | 100 | $50K–$100K | SH (Call) |
| IHDG | WISDOMTREE TR | 2K | $50K–$100K | SH |
| HYMB | SPDR SERIES TRUST | 3K | $50K–$100K | SH |
| VST | VISTRA CORP | 538 | $50K–$100K | SH |
| HUM | HUMANA INC | 337 | $50K–$100K | SH |
| CYBR | CYBERARK SOFTWARE LTD | 193 | $50K–$100K | SH |
| URI | UNITED RENTALS INC | 106 | $50K–$100K | SH |
| ASPN | ASPEN AEROGELS INC | 30K | $50K–$100K | SH |
| IGSB | ISHARES TR | 2K | $50K–$100K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 16K | $50K–$100K | SH |
| TRMB | TRIMBLE INC | 1K | $50K–$100K | SH |
| BSY | BENTLEY SYS INC | 2K | $50K–$100K | SH |
| CLS | CELESTICA INC | 280 | $50K–$100K | SH |
| AMT | AMERICAN TOWER CORP NEW | 471 | $50K–$100K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 16K | $50K–$100K | SH |
| CXH | MFS INVT GRADE MUN TR | 10K | $50K–$100K | SH |
| LDI | LOANDEPOT INC | 39K | $50K–$100K | SH |
| EOD | ALLSPRING GLOBAL DIVIDEND OP | 14K | $50K–$100K | SH |
| HLI | HOULIHAN LOKEY INC | 456 | $50K–$100K | SH |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 11K | $50K–$100K | SH |
| MODL | VICTORY PORTFOLIOS II | 2K | $50K–$100K | SH |
| YUMC | YUM CHINA HLDGS INC | 2K | $50K–$100K | SH |
| TDOC | TELADOC HEALTH INC | 11K | $50K–$100K | SH |
| OMFS | INVESCO EXCH TRD SLF IDX FD | 2K | $50K–$100K | SH |
| ZTR | VIRTUS TOTAL RETURN FD INC | 12K | $50K–$100K | SH |
| VOT | VANGUARD INDEX FDS | 267 | $50K–$100K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 1K | $50K–$100K | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 2K | $50K–$100K | SH |
| AON | AON PLC | 204 | $50K–$100K | SH |
| LMND | LEMONADE INC | 1K | $50K–$100K | SH (Call) |
| JAAA | JANUS DETROIT STR TR | 1K | $50K–$100K | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 272 | $50K–$100K | SH |
| FICO | FAIR ISAAC CORP | 41 | $50K–$100K | SH |
| KSCP | KNIGHTSCOPE INC | 19K | $50K–$100K | SH |
| THM | INTERNATIONAL TOWER HILL MIN | 35K | $50K–$100K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 3K | $50K–$100K | SH (Call) |
| SPHD | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |
| XOP | SPDR SERIES TRUST | 500 | $50K–$100K | SH |