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 1451–1500 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INO | INOVIO PHARMACEUTICALS INC | 36K | $50K–$100K | SH |
| MASS | 908 DEVICES INC | 12K | $50K–$100K | SH |
| CADE | CADENCE BANK | 1K | $50K–$100K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 251 | $50K–$100K | SH |
| PPL | PPL CORP | 2K | $50K–$100K | SH |
| LW | LAMB WESTON HLDGS INC | 1K | $50K–$100K | SH |
| IGD | VOYA GLBL EQTY DIV & PREM OP | 10K | $50K–$100K | SH |
| HUMA | HUMACYTE INC | 60K | $50K–$100K | SH |
| PATH | UIPATH INC | 3K | $50K–$100K | SH |
| CHE | CHEMED CORP NEW | 130 | $50K–$100K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 654 | $50K–$100K | SH |
| MSIF | MSC INCOME FUND INC | 4K | $50K–$100K | SH |
| MKC | MCCORMICK & CO INC | 811 | $50K–$100K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 819 | $50K–$100K | SH |
| QGRW | WISDOMTREE TR | 925 | $50K–$100K | SH |
| IFRX | INFLARX NV | 53K | $50K–$100K | SH |
| DOX | AMDOCS LTD | 646 | $50K–$100K | SH |
| RACE | FERRARI N V | 140 | $50K–$100K | SH |
| LCTD | BLACKROCK ETF TRUST | 940 | $50K–$100K | SH |
| DXLG | DESTINATION XL GROUP INC | 56K | $50K–$100K | SH |
| DXJ | WISDOMTREE TR | 355 | $50K–$100K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 938 | $50K–$100K | SH |
| LULU | LULULEMON ATHLETICA INC | 246 | $50K–$100K | SH |
| TSI | TCW STRATEGIC INCOME FD INC | 10K | $50K–$100K | SH |
| AA | ALCOA CORP | 960 | $50K–$100K | SH |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 496 | $50K–$100K | SH |
| WOOF | PETCO HEALTH & WELLNESS CO I | 18K | $15K–$50K | SH |
| MTGP | WISDOMTREE TR | 1K | $15K–$50K | SH |
| BOND | PIMCO ETF TR | 529 | $15K–$50K | SH |
| EIX | EDISON INTL | 812 | $15K–$50K | SH |
| FE | FIRSTENERGY CORP | 1K | $15K–$50K | SH |
| ICCM | ICECURE MEDICAL LTD CAESAREA | 78K | $15K–$50K | SH |
| LYFT | LYFT INC | 2K | $15K–$50K | SH |
| MKL | MARKEL GROUP INC | 22 | $15K–$50K | SH |
| NUAI | NEW ERA ENERGY & DIGITAL INC | 16K | $15K–$50K | SH |
| ASX | ASE TECHNOLOGY HLDG CO LTD | 3K | $15K–$50K | SH |
| VFH | VANGUARD WORLD FD | 344 | $15K–$50K | SH |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 418 | $15K–$50K | SH |
| EFG | ISHARES TR | 400 | $15K–$50K | SH |
| SCHE | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| DTE | DTE ENERGY CO | 349 | $15K–$50K | SH |
| CINF | CINCINNATI FINL CORP | 273 | $15K–$50K | SH |
| DXCM | DEXCOM INC | 671 | $15K–$50K | SH |
| PCAR | PACCAR INC | 406 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC | 286 | $15K–$50K | SH |
| MTZ | MASTEC INC | 203 | $15K–$50K | SH |
| RR | RICHTECH ROBOTICS INC | 13K | $15K–$50K | SH |
| SAIA | SAIA INC | 131 | $15K–$50K | SH |
| PRDO | PERDOCEO ED CORP | 1K | $15K–$50K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 597 | $15K–$50K | SH |