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 |
|---|---|
CRDOCREDO TECHNOLOGY GROUP HOLDI | $2.5M |
IJKISHARES TR | $2.5M |
DRIDARDEN RESTAURANTS INC | $2.5M |
SYYSYSCO CORP | $2.5M |
KEYSKEYSIGHT TECHNOLOGIES INC | $2.5M |
EQIXEQUINIX INC | $2.5M |
AUSFGLOBAL X FDS | $2.5M |
SCHVSCHWAB STRATEGIC TR | $2.4M |
AWCAMERICAN WTR WKS CO INC NEW | $2.4M |
TMUST-MOBILE US INC | $2.4M |
ECLECOLAB INC | $2.4M |
CBSHCOMMERCE BANCSHARES INC | $2.4M |
ARESARES MANAGEMENT CORPORATION | $2.4M |
IJJISHARES TR | $2.4M |
VISVANGUARD WORLD FD | $2.4M |
PTNQPACER FDS TR | $2.3M |
PFNPIMCO INCOME STRATEGY FD II | $2.3M |
EMBISHARES TR | $2.3M |
AMLPALPS ETF TR | $2.3M |
FASTFASTENAL CO | $2.3M |
SCZISHARES TR | $2.3M |
HALHALLIBURTON CO | $2.3M |
USACUSA COMPRESSION PARTNERS LP | $2.3M |
SRESEMPRA | $2.3M |
MSOSADVISORSHARES TR | $2.3M |
PZAINVESCO EXCH TRADED FD TR II | $2.3M |
IWPISHARES TR | $2.2M |
IGSBISHARES TR | $2.2M |
ICLOINVESCO ACTIVELY MANAGED EXC | $2.2M |
FDVVFIDELITY COVINGTON TRUST | $2.2M |
BNLBROADSTONE NET LEASE INC | $2.2M |
STPZPIMCO ETF TR | $2.2M |
TEAMATLASSIAN CORPORATION | $2.2M |
TRVTRAVELERS COMPANIES INC | $2.2M |
CRWVCOREWEAVE INC | $2.2M |
TRNTRINITY INDS INC | $2.2M |
TUSITOUCHSTONE ETF TRUST | $2.2M |
ESGUISHARES TR | $2.2M |
CLSCELESTICA INC | $2.2M |
HAWXISHARES TR | $2.2M |
HELOJ P MORGAN EXCHANGE TRADED F | $2.2M |
CMGCHIPOTLE MEXICAN GRILL INC | $2.1M |
CEGCONSTELLATION ENERGY CORP | $2.1M |
AORISHARES TR | $2.1M |
LQDISHARES TR | $2.1M |
POOLPOOL CORP | $2.1M |
REGNREGENERON PHARMACEUTICALS | $2.1M |
BEAMBEAM THERAPEUTICS INC | $2.1M |
CAHCARDINAL HEALTH INC | $2.1M |
SPMDSPDR SERIES TRUST | $2.1M |
ZTSZOETIS INC | $2.1M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $2.1M |
DEODIAGEO PLC | $2.1M |
SPSMSPDR SERIES TRUST | $2.1M |
CADECADENCE BANK | $2.1M |
EOGEOG RES INC | $2.1M |
ROPROPER TECHNOLOGIES INC | $2.1M |
FXOFIRST TR EXCHANGE TRADED FD | $2.1M |
SCUSSCHWAB STRATEGIC TR | $2.0M |
FTQIFIRST TR EXCHANGE TRADED FD | $2.0M |
NVSNNOVARTIS AG | $2.0M |
TAFMAB ACTIVE ETFS INC | $2.0M |
CDNSCADENCE DESIGN SYSTEM INC | $2.0M |
VISNCOMMSCOPE HLDG CO INC | $2.0M |
KMBKIMBERLY-CLARK CORP | $2.0M |
CTVACORTEVA INC | $2.0M |
NUNU HLDGS LTD | $2.0M |
PDECINNOVATOR ETFS TRUST | $2.0M |
QQQINEOS ETF TRUST | $2.0M |
CRCLCIRCLE INTERNET GROUP INC | $2.0M |
XSOEWISDOMTREE TR | $2.0M |
PHMPULTE GROUP INC | $2.0M |
UNMUNUM GROUP | $2.0M |
PNCPNC FINL SVCS GROUP INC | $2.0M |
STTSTATE STR CORP | $2.0M |
NTRSNORTHERN TR CORP | $2.0M |
QTUMETF SER SOLUTIONS | $2.0M |
FSLRFIRST SOLAR INC | $2.0M |
BBLUEA SERIES TRUST | $1.9M |
HWMHOWMET AEROSPACE INC | $1.9M |
KHPIMANAGED PORTFOLIO SERIES | $1.9M |
NOCNORTHROP GRUMMAN CORP | $1.9M |
CLIPGLOBAL X FDS | $1.9M |
DONWISDOMTREE TR | $1.9M |
DDOMINION ENERGY INC | $1.9M |
AKREPROFESIONALLY MANAGED PORTFO | $1.9M |
ORLYOREILLY AUTOMOTIVE INC | $1.9M |
IVZINVESCO EXCHANGE TRADED FD T | $1.9M |
PRUPRUDENTIAL FINL INC | $1.9M |
AZOAUTOZONE INC | $1.9M |
DHRDANAHER CORPORATION | $1.9M |
MAGSLISTED FDS TR | $1.9M |
ULTAULTA BEAUTY INC | $1.9M |
ALLYALLY FINL INC | $1.9M |
PGRPROGRESSIVE CORP | $1.9M |
HYLBDBX ETF TR | $1.9M |
WCMIFIRST TR EXCHANGE-TRADED FD | $1.9M |
IMFLINVESCO EXCH TRD SLF IDX FD | $1.8M |
NOBLPROSHARES TR | $1.8M |
DOWDOW INC | $1.8M |