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 |
|---|---|
CLBTCELLEBRITE DI LTD | $185K |
CMICUMMINS INC | $184K |
LACLITHIUM AMERS CORP NEW | $183K |
IIMINVESCO VALUE MUN INCOME TR | $183K |
MGNIMAGNITE INC | $182K |
HIOWESTERN ASSET HIGH INCOME OP | $182K |
PMMPUTNAM MANAGED MUN INCOME TR | $181K |
VOOVANGUARD INDEX FDS | $180K |
BLWBLACKROCK LTD DURATION INCOM | $178K |
MQYBLACKROCK MUNIYILD QULT FD I | $177K |
ONDSONDAS HLDGS INC | $174K |
MVFBLACKROCK MUNIVEST FD INC | $174K |
BCSFBAIN CAP SPECIALTY FIN INC | $173K |
YYY*AMPLIFY ETF TR | $172K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $171K |
XEFRXEATON VANCE SR FLTNG RTE TR | $170K |
XEVVXEATON VANCE LIMITED DURATION | $170K |
ASXASE TECHNOLOGY HLDG CO LTD | $170K |
SPYSPDR S&P 500 ETF TR | $169K |
EVNEATON VANCE MUNI INCOME TRUS | $168K |
DSUBLACKROCK DEBT STRATEGIES FD | $168K |
RQICOHEN & STEERS QUALITY INCOM | $166K |
KIOKKR INCOME OPPORTUNITIES FD | $162K |
IQIINVESCO QUALITY MUN INCOME T | $156K |
OIAINVESCO MUNI INCOME OPP TRST | $154K |
PJXPETROLEO BRASILEIRO SA PETRO | $152K |
KYNKAYNE ANDERSON ENERGY INFRST | $147K |
MNKDMANNKIND CORP | $147K |
NZFNUVEEN MUNICIPAL CREDIT INC | $146K |
ANSCAGRICULTURE & NAT SOL ACQ CO | $143K |
IMMXIMMIX BIOPHARMA INC | $143K |
NDMONUVEEN DYNAMIC MUN OPPORTUNI | $134K |
NOCNORTHROP GRUMMAN CORP | $134K |
MCRMFS CHARTER INCOME TR | $133K |
VODVODAFONE GROUP PLC NEW | $132K |
CSANCOSAN S A | $131K |
ACPABRDN INCOME CREDIT STRATEGI | $130K |
GENIGENIUS SPORTS LIMITED | $129K |
CLSKCLEANSPARK INC | $124K |
FCTFIRST TR SR FLTG RATE INCOME | $122K |
YCYAA MISSION ACQUISITION CORP | $122K |
ISRGINTUITIVE SURGICAL INC | $122K |
NMZNUVEEN MUN HIGH INCOME OPPOR | $121K |
BTXBLACKROCK TECH AND PRIVATE E | $119K |
TAVITAVIA ACQUISITION CORP | $119K |
BTOB2GOLD CORP | $117K |
NDQINVESCO QQQ TR | $117K |
VGMINVESCO TR INVT GRADE MUNS | $115K |
NHICNEWHOLD INVT CORP III | $114K |
GSGOLDMAN SACHS GROUP INC | $113K |
BDJBLACKROCK ENHANCED EQUITY DI | $112K |
FTMUPUTNAM ETF TRUST | $111K |
RCATRED CAT HLDGS INC | $109K |
CHWCALAMOS GBL DYN INCOME FUND | $109K |
SNAPSNAP INC | $107K |
EVTLVERTICAL AEROSPACE LTD | $106K |
CHGGCHEGG INC | $104K |
IVVISHARES TR | $101K |
MFGMIZUHO FINANCIAL GROUP INC | $98K |
BITFBITFARMS LTD | $98K |
WOOFPETCO HEALTH & WELLNESS CO I | $97K |
URIUNITED RENTALS INC | $96K |
ALTALTIMMUNE INC | $95K |
REAXTHE REAL BROKERAGE INC | $95K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $95K |
ESBAEMPIRE ST RLTY OP L P | $90K |
METAMETA PLATFORMS INC | $88K |
XJQCXNUVEEN CR STRATEGIES INCOME | $85K |
ASPNASPEN AEROGELS INC | $84K |
CXHMFS INVT GRADE MUN TR | $81K |
LDILOANDEPOT INC | $80K |
EODALLSPRING GLOBAL DIVIDEND OP | $79K |
EVLVEVOLV TECHNOLOGIES HLDNGS IN | $78K |
TDOCTELADOC HEALTH INC | $76K |
ZTRVIRTUS TOTAL RETURN FD INC | $75K |
BHCBAUSCH HEALTH COS INC | $68K |
KSCPKNIGHTSCOPE INC | $68K |
ITHINTERNATIONAL TOWER HILL MIN | $65K |
INOINOVIO PHARMACEUTICALS INC | $62K |
MASS908 DEVICES INC | $61K |
XIGDXVOYA GLBL EQTY DIV & PREM OP | $59K |
HUMAHUMACYTE INC | $57K |
NIONIO INC | $55K |
IFRXINFLARX NV | $53K |
TSITCW STRATEGIC INCOME FD INC | $51K |
DXLGDESTINATION XL GROUP INC | $51K |
MKLMARKEL GROUP INC | $48K |
ICCMICECURE MEDICAL LTD CAESAREA | $47K |
NUAINEW ERA ENERGY & DIGITAL INC | $46K |
RRRICHTECH ROBOTICS INC | $43K |
HRTXHERON THERAPEUTICS INC | $41K |
SLSSELLAS LIFE SCIENCES GROUP I | $38K |
CLOVCLOVER HEALTH INVESTMENTS CO | $37K |
OMEXODYSSEY MARINE EXPL INC | $33K |
ULTAULTA BEAUTY INC | $29K |
CIKCREDIT SUISSE ASSET MGMT INC | $28K |
FUBOFUBOTV INC | $25K |
ABVEABOVE FOOD INGREDIENTS INC | $22K |
CATCATERPILLAR INC | $22K |
MAMASTERCARD INCORPORATED | $21K |