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 351–400 of 1,713
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EMB | ISHARES TR | 20K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 6K | $1M+ | SH |
| QTUM | ETF SER SOLUTIONS | 18K | $1M+ | SH |
| UNM | UNUM GROUP | 25K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 50K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 81K | $1M+ | SH |
| MBB | ISHARES TR | 20K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 10K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 29K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 4K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 9K | $1M+ | SH |
| OKE | ONEOK INC NEW | 26K | $1M+ | SH |
| CIEN | CIENA CORP | 8K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 41K | $1M+ | SH |
| MTUM | ISHARES TR | 8K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 38K | $1M+ | SH |
| BBLU | EA SERIES TRUST | 122K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 8K | $1M+ | SH |
| KEY | KEYCORP | 89K | $1M+ | SH |
| CTVA | CORTEVA INC | 27K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 67K | $1M+ | SH |
| DGRO | ISHARES TR | 26K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 55K | $1M+ | SH |
| CLIP | GLOBAL X FDS | 18K | $1M+ | SH |
| OKLO | OKLO INC | 25K | $1M+ | SH |
| DJUN | FIRST TR EXCHNG TRADED FD VI | 38K | $1M+ | SH |
| KHPI | MANAGED PORTFOLIO SERIES | 70K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| DDIV | FIRST TR EXCHANGE TRADED FD | 43K | $1M+ | SH |
| NKE | NIKE INC | 28K | $1M+ | SH |
| IYZ | ISHARES TR | 53K | $1M+ | SH |
| HTH | HILLTOP HOLDINGS INC | 53K | $1M+ | SH |
| PSX | PHILLIPS 66 | 14K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 18K | $1M+ | SH |
| ZTS | ZOETIS INC | 14K | $1M+ | SH |
| BBY | BEST BUY INC | 50K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| NVS | NOVARTIS AG | 13K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 44K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 8K | $1M+ | SH |
| GWX | SPDR INDEX SHS FDS | 42K | $1M+ | SH |
| BUFF | INNOVATOR ETFS TRUST | 34K | $1M+ | SH |
| TGT | TARGET CORP | 17K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 7K | $1M+ | SH |
| AGGY | WISDOMTREE TR | 38K | $1M+ | SH |
| VIAV | VIAVI SOLUTIONS INC | 95K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 59K | $1M+ | SH |
| TBLD | THORNBURG INCM BUILDER OPP T | 84K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 15K | $1M+ | SH |