Concurrent Investment Advisors, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$8.8B
Holdings
1,713
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,713 positions)
| Stock | Value |
|---|---|
SHGSHINHAN FINANCIAL GROUP CO L | $236K |
CPTCAMDEN PPTY TR | $236K |
MIRMMIRUM PHARMACEUTICALS INC | $236K |
IMOMEA SERIES TRUST | $235K |
POSTPOST HLDGS INC | $234K |
DIVGLOBAL X FDS | $234K |
HLNEHAMILTON LANE INC | $234K |
HUTHUT 8 CORP | $234K |
AAALCOA CORP | $233K |
TSNTYSON FOODS INC | $233K |
OMFSINVESCO EXCH TRD SLF IDX FD | $233K |
TRPTC ENERGY CORP | $233K |
WBIWATERBRIDGE INFRASTRUCTURE L | $233K |
SEIQSEI EXCHANGE TRADED FUNDS | $232K |
SNNSMITH & NEPHEW PLC | $231K |
CHICALAMOS CONV OPPORTUNITIES & | $230K |
LCTDBLACKROCK ETF TRUST | $230K |
KDPKEURIG DR PEPPER INC | $230K |
BTSGBRIGHTSPRING HEALTH SVCS INC | $229K |
RWTREDWOOD TRUST INC | $229K |
DPZDOMINOS PIZZA INC | $229K |
MLB1MERCADOLIBRE INC | $229K |
TXRHTEXAS ROADHOUSE INC | $228K |
ICVTISHARES TR | $228K |
EVUSISHARES TR | $228K |
DECWAIM ETF PRODUCTS TRUST | $228K |
UHSUNIVERSAL HLTH SVCS INC | $228K |
GJANFIRST TR EXCHNG TRADED FD VI | $227K |
TLRYTILRAY BRANDS INC | $227K |
FTXNFIRST TR EXCHANGE TRADED FD | $227K |
NBOSNEUBERGER BERMAN ETF TRUST | $226K |
OKTAOKTA INC | $226K |
PCARPACCAR INC | $225K |
BFAMBRIGHT HORIZONS FAM SOL IN D | $224K |
KVUEKENVUE INC | $224K |
ITGARTNER INC | $222K |
HLNHALEON PLC | $222K |
IQQQPROSHARES TR | $222K |
FSVFIRSTSERVICE CORP NEW | $220K |
KDKYNDRYL HLDGS INC | $220K |
ISTBISHARES TR | $220K |
BSCWINVESCO EXCH TRD SLF IDX FD | $220K |
SJMSMUCKER J M CO | $220K |
IGLBISHARES TR | $220K |
BSCUINVESCO EXCH TRD SLF IDX FD | $219K |
FLQLFRANKLIN TEMPLETON ETF TR | $219K |
DINOHF SINCLAIR CORP | $219K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $219K |
MCSMARCUS CORP DEL | $218K |
SCCOSOUTHERN COPPER CORP | $218K |
SPEMSPDR INDEX SHS FDS | $218K |
BSCVINVESCO EXCH TRD SLF IDX FD | $218K |
BRTRBLACKROCK ETF TRUST II | $217K |
RSPUINVESCO EXCHANGE TRADED FD T | $217K |
OBKORIGIN BANCORP INC | $217K |
ESGVVANGUARD WORLD FD | $217K |
PHEQMORGAN STANLEY ETF TRUST | $216K |
CMSCMS ENERGY CORP | $215K |
SCHZSCHWAB STRATEGIC TR | $214K |
XEMDXWESTERN ASSET EMERGING MKTS | $214K |
LYGLLOYDS BANKING GROUP PLC | $214K |
FNDXSCHWAB STRATEGIC TR | $214K |
SCYBSCHWAB STRATEGIC TR | $213K |
GFSGLOBALFOUNDRIES INC | $213K |
ELANELANCO ANIMAL HEALTH INC | $213K |
PRDOPERDOCEO ED CORP | $213K |
FCBCFIRST CMNTY BANKSHARES INC V | $212K |
ATMUATMUS FILTRATION TECHNOLOGIE | $212K |
SAIASAIA INC | $211K |
STGWSTAGWELL INC | $211K |
BSCYINVESCO EXCH TRD SLF IDX FD | $210K |
BSCXINVESCO EXCH TRD SLF IDX FD | $210K |
KRCKILROY RLTY CORP | $210K |
SOLVSOLVENTUM CORP | $210K |
OAKMHARRIS OAKMARK ETF TRUST | $208K |
OSONESTREAM INC | $208K |
SIGISELECTIVE INS GROUP INC | $207K |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $206K |
SPYTTIDAL TRUST II | $206K |
QFLRINNOVATOR ETFS TRUST | $205K |
UYSCUY SCUTI ACQUISITION CORP. | $205K |
BMOBANK MONTREAL QUE | $205K |
DRLLEA SERIES TRUST | $204K |
MSTXTIDAL TRUST II | $204K |
EMOCLEARBRIDGE ENERGY MIDSTRM O | $204K |
PQ3PROVIDENT FINL SVCS INC | $204K |
MDIVFIRST TR EXCHANGE TRADED FD | $203K |
QQQTTIDAL TRUST II | $203K |
RPGINVESCO EXCHANGE TRADED FD T | $203K |
GDLCGRAYSCALE COINDESK CRYPTO | $202K |
MEARISHARES U S ETF TR | $202K |
VOOVVANGUARD ADMIRAL FDS INC | $201K |
ACHRARCHER AVIATION INC | $201K |
PSKYPARAMOUNT SKYDANCE CORP | $200K |
PMOPUTNAM MUN OPPORTUNITIES TR | $196K |
SCMSTELLUS CAP INVT CORP | $196K |
OVERBED BATH & BEYOND INC | $195K |
VLYVALLEY NATL BANCORP | $195K |
SMBVANECK ETF TRUST | $191K |
SANBANCO SANTANDER SA | $187K |