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 1501–1550 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SEI | SOLARIS ENERGY INFRAS INC | 915 | $15K–$50K | SH |
| AXON | AXON ENTERPRISE INC | 74 | $15K–$50K | SH |
| HRTX | HERON THERAPEUTICS INC | 32K | $15K–$50K | SH |
| EVRG | EVERGY INC | 571 | $15K–$50K | SH |
| VTIP | VANGUARD MALVERN FDS | 827 | $15K–$50K | SH |
| GUNR | FLEXSHARES TR | 890 | $15K–$50K | SH |
| EFA | ISHARES TR | 424 | $15K–$50K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 167 | $15K–$50K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 2K | $15K–$50K | SH (Call) |
| SAN | BANCO SANTANDER SA | 3K | $15K–$50K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 422 | $15K–$50K | SH |
| ICSH | ISHARES TR | 767 | $15K–$50K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 2K | $15K–$50K | SH |
| SLS | SELLAS LIFE SCIENCES GROUP I | 10K | $15K–$50K | SH |
| APO | APOLLO GLOBAL MGMT INC | 262 | $15K–$50K | SH |
| CLOV | CLOVER HEALTH INVESTMENTS CO | 16K | $15K–$50K | SH |
| SCI | SERVICE CORP INTL | 482 | $15K–$50K | SH |
| AER | AERCAP HOLDINGS NV | 261 | $15K–$50K | SH |
| BMO | BANK MONTREAL QUE | 284 | $15K–$50K | SH |
| HPQ | HP INC | 2K | $15K–$50K | SH |
| IWS | ISHARES TR | 253 | $15K–$50K | SH |
| DIAL | COLUMBIA ETF TR I | 2K | $15K–$50K | SH |
| J | JACOBS SOLUTIONS INC | 267 | $15K–$50K | SH |
| BHC | BAUSCH HEALTH COS INC | 5K | $15K–$50K | SH |
| LH | LABCORP HOLDINGS INC | 135 | $15K–$50K | SH |
| DKNG | DRAFTKINGS INC NEW | 977 | $15K–$50K | SH |
| APTV | APTIV PLC | 441 | $15K–$50K | SH |
| OMEX | ODYSSEY MARINE EXPL INC | 17K | $15K–$50K | SH |
| BIIB | BIOGEN INC | 186 | $15K–$50K | SH |
| VB | VANGUARD INDEX FDS | 122 | $15K–$50K | SH |
| MAA | MID-AMER APT CMNTYS INC | 225 | $15K–$50K | SH |
| COWZ | PACER FDS TR | 519 | $15K–$50K | SH |
| NOK | NOKIA CORP | 5K | $15K–$50K | SH |
| HTGC | HERCULES CAPITAL INC | 2K | $15K–$50K | SH |
| IVT | INVENTRUST PPTYS CORP | 1K | $15K–$50K | SH |
| ALV | AUTOLIV INC | 254 | $15K–$50K | SH |
| S | SENTINELONE INC | 2K | $15K–$50K | SH |
| DLTR | DOLLAR TREE INC | 236 | $15K–$50K | SH |
| CIK | CREDIT SUISSE ASSET MGMT INC | 10K | $15K–$50K | SH |
| SJM | SMUCKER J M CO | 291 | $15K–$50K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 200 | $15K–$50K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 4K | $15K–$50K | SH |
| ULTA | ULTA BEAUTY INC | 46 | $15K–$50K | SH |
| UAL | UNITED AIRLS HLDGS INC | 248 | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC | 100 | $15K–$50K | SH (Put) |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 597 | $15K–$50K | SH |
| EQT | EQT CORP | 504 | $15K–$50K | SH |
| SHV | ISHARES TR | 244 | $15K–$50K | SH |
| VOE | VANGUARD INDEX FDS | 151 | $15K–$50K | SH |
| RJF | RAYMOND JAMES FINL INC | 162 | $15K–$50K | SH |