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 251–300 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | 63K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 25K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 36K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 569 | $1M+ | SH |
| BSJV | INVESCO EXCH TRD SLF IDX FD | 114K | $1M+ | SH |
| XYLD | GLOBAL X FDS | 75K | $1M+ | SH |
| HYS | PIMCO ETF TR | 32K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 14K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 46K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 21K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 20K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 8K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 16K | $1M+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 121K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 28K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 227K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 60K | $1M+ | SH |
| SANM | SANMINA CORPORATION | 19K | $1M+ | SH |
| OII | OCEANEERING INTL INC | 116K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 115K | $1M+ | SH |
| MTDR | MATADOR RES CO | 65K | $1M+ | SH |
| UI | UBIQUITI INC | 5K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 29K | $1M+ | SH |
| TLH | ISHARES TR | 26K | $1M+ | SH |
| ENB | ENBRIDGE INC | 56K | $1M+ | SH |
| IGIB | ISHARES TR | 49K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 12K | $1M+ | SH |
| W | WAYFAIR INC | 26K | $1M+ | SH |
| BA | BOEING CO | 12K | $1M+ | SH |
| APP | APPLOVIN CORP | 4K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 60K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 64K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 141K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 54K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 62K | $1M+ | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 11K | $1M+ | SH |
| STE | STERIS PLC | 10K | $1M+ | SH |
| EPS | WISDOMTREE TR | 35K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 68K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| LEN | LENNAR CORP | 24K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 26K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 11K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 12K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 13K | $1M+ | SH |
| IGM | ISHARES TR | 19K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 81K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC | 13K | $1M+ | SH |