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 1601–1650 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PAA | PLAINS ALL AMERN PIPELINE L | 746 | $1K–$15K | SH |
| SCHB | SCHWAB STRATEGIC TR | 504 | $1K–$15K | SH |
| DON | WISDOMTREE TR | 251 | $1K–$15K | SH |
| OBK | ORIGIN BANCORP INC | 339 | $1K–$15K | SH |
| IOO | ISHARES TR | 100 | $1K–$15K | SH |
| LVS | LAS VEGAS SANDS CORP | 192 | $1K–$15K | SH |
| LEU | CENTRUS ENERGY CORP | 51 | $1K–$15K | SH |
| ARKQ | ARK ETF TR | 104 | $1K–$15K | SH |
| PULS | PGIM ETF TR | 238 | $1K–$15K | SH |
| UL | UNILEVER PLC | 173 | $1K–$15K | SH |
| VKTX | VIKING THERAPEUTICS INC | 319 | $1K–$15K | SH |
| KIM | KIMCO RLTY CORP | 531 | $1K–$15K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 203 | $1K–$15K | SH |
| ARW | ARROW ELECTRS INC | 93 | $1K–$15K | SH |
| USMF | WISDOMTREE TR | 199 | $1K–$15K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 21 | $1K–$15K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 77 | $1K–$15K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 16 | $1K–$15K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 100 | $1K–$15K | SH (Put) |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 104 | $1K–$15K | SH |
| GNRC | GENERAC HLDGS INC | 68 | $1K–$15K | SH |
| IJS | ISHARES TR | 81 | $1K–$15K | SH |
| CRL | CHARLES RIV LABS INTL INC | 46 | $1K–$15K | SH |
| OKTA | OKTA INC | 100 | $1K–$15K | SH (Put) |
| RPG | INVESCO EXCHANGE TRADED FD T | 179 | $1K–$15K | SH |
| EMLC | VANECK ETF TRUST | 314 | $1K–$15K | SH |
| CAVA | CAVA GROUP INC | 136 | $1K–$15K | SH |
| FBLG | FIBROBIOLOGICS INC | 35K | $1K–$15K | SH |
| CPT | CAMDEN PPTY TR | 70 | $1K–$15K | SH |
| DKS | DICKS SPORTING GOODS INC | 39 | $1K–$15K | SH |
| RBRK | RUBRIK INC. | 100 | $1K–$15K | SH (Put) |
| CORP | PIMCO ETF TR | 76 | $1K–$15K | SH |
| PJT | PJT PARTNERS INC | 44 | $1K–$15K | SH |
| IWR | ISHARES TR | 71 | $1K–$15K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 100 | $1K–$15K | SH |
| HSY | HERSHEY CO | 35 | $1K–$15K | SH |
| ACWX | ISHARES TR | 94 | $1K–$15K | SH |
| SGMO | SANGAMO THERAPEUTICS INC | 15K | $1K–$15K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 63 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC | 100 | $1K–$15K | SH (Put) |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 65 | $1K–$15K | SH |
| GPN | GLOBAL PMTS INC | 73 | $1K–$15K | SH |
| EMR | EMERSON ELEC CO | 40 | $1K–$15K | SH |
| BROS | DUTCH BROS INC | 84 | $1K–$15K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 220 | $1K–$15K | SH |
| QUBT | QUANTUM COMPUTING INC | 500 | $1K–$15K | SH |
| CLSK | CLEANSPARK INC | 500 | $1K–$15K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 113 | $1K–$15K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 614 | $1K–$15K | SH |
| DVY | ISHARES TR | 35 | $1K–$15K | SH |