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	Shares	Value	% Portfolio	Type
801	XHYIBONDBLOXX ETF TRUST	27,380	$1.0M	0.01%
802	AOAISHARES TR	11,671	$1.0M	0.01%
803	AAMIACADIAN ASSET MANAGEMENT INC	22,258	$1.0M	0.01%
804	CUBICUSTOMERS BANCORP INC	14,297	$1.0M	0.01%
805	MTZMASTEC INC	4,796	$1.0M	0.01%
806	ANFABERCROMBIE & FITCH CO	8,270	$1.0M	0.01%
807	BLBDBLUE BIRD CORP	22,076	$1.0M	0.01%
808	XHYFBONDBLOXX ETF TRUST	27,374	$1.0M	0.01%
809	MUNIPIMCO ETF TR	19,783	$1.0M	0.01%
810	WRBBERKLEY W R CORP	14,754	$1.0M	0.01%
811	AMRXAMNEAL PHARMACEUTICALS INC	81,966	$1.0M	0.01%
812	PHGKONINKLIJKE PHILIPS N V	38,087	$1.0M	0.01%
813	FDDFIRST TR EXCHANGE-TRADED FD	58,551	$1.0M	0.01%
814	TERTERADYNE INC	5,260	$1.0M	0.01%
815	EBNDSPDR SERIES TRUST	47,578	$1.0M	0.01%
816	WDAYWORKDAY INC	4,727	$1.0M	0.01%
817	ETRENTERGY CORP NEW	10,932	$1.0M	0.01%
818	GWWWW GRAINGER INC	1,000	$1.0M	0.01%
819	FTMSPUTNAM ETF TRUST	101,341	$1.0M	0.01%
820	TPDSOMNIGROUP INTERNATIONAL INC	11,249	$1.0M	0.01%
821	PORPORTLAND GEN ELEC CO	20,909	$1.0M	0.01%
822	AVYAVERY DENNISON CORP	5,514	$1.0M	0.01%
823	SPYINEOS ETF TRUST	19,023	$999K	0.01%
824	SLBSLB LIMITED	26,020	$998K	0.01%
825	CBRECBRE GROUP INC	6,180	$993K	0.01%
826	AMTAMERICAN TOWER CORP NEW	5,651	$991K	0.01%
827	VONVVANGUARD SCOTTSDALE FDS	10,745	$991K	0.01%
828	SNYSANOFI SA	20,408	$988K	0.01%
829	AHRAMERICAN HEALTHCARE REIT INC	20,894	$983K	0.01%
830	IHIISHARES TR	15,811	$982K	0.01%
831	IWCISHARES TR	6,231	$982K	0.01%
832	STRLSTERLING INFRASTRUCTURE INC	3,205	$981K	0.01%
833	AXONAXON ENTERPRISE INC	1,720	$977K	0.01%
834	RGLDROYAL GOLD INC	4,392	$975K	0.01%
835	SFSTIFEL FINL CORP	7,774	$973K	0.01%
836	JPIEJ P MORGAN EXCHANGE TRADED F	21,044	$973K	0.01%
837	MCOMOODYS CORP	1,905	$972K	0.01%
838	ARRYARRAY TECHNOLOGIES INC	105,270	$970K	0.01%
839	FLOTISHARES TR	18,987	$965K	0.01%
840	GDECFIRST TR EXCHNG TRADED FD VI	25,492	$964K	0.01%
841	VDCVANGUARD WORLD FD	4,559	$962K	0.01%
842	FT2FIRST HORIZON CORPORATION	40,294	$962K	0.01%
843	GENGEN DIGITAL INC	35,344	$960K	0.01%
844	DTEDTE ENERGY CO	7,445	$960K	0.01%
845	NAPRINNOVATOR ETFS TRUST	17,842	$958K	0.01%
846	STXEEA SERIES TRUST	26,671	$957K	0.01%
847	FLMIFRANKLIN TEMPLETON ETF TR	38,484	$956K	0.01%
848	AITAPPLIED INDL TECHNOLOGIES IN	3,724	$955K	0.01%
849	SNPSSYNOPSYS INC	2,033	$954K	0.01%
850	BKLCBNY MELLON ETF TRUST	7,248	$947K	0.01%
851	TKTEEKAY CORPORATION LTD	104,840	$946K	0.01%
852	IDV*ISHARES TR	23,974	$945K	0.01%
853	EMNEASTMAN CHEM CO	14,789	$943K	0.01%
854	BUWABIO RAD LABS INC	3,116	$943K	0.01%
855	DDTOINNOVATOR ETFS TRUST	28,142	$942K	0.01%
856	LECOLINCOLN ELEC HLDGS INC	3,934	$942K	0.01%
857	MPWRMONOLITHIC PWR SYS INC	1,033	$935K	0.01%
858	VYMIVANGUARD WHITEHALL FDS	10,377	$933K	0.01%
859	VAWVANGUARD WORLD FD	4,492	$932K	0.01%
860	FIDIFIDELITY COVINGTON TRUST	36,003	$932K	0.01%
861	EVRGEVERGY INC	12,844	$930K	0.01%
862	EXPDEXPEDITORS INTL WASH INC	6,238	$928K	0.01%
863	SDOGALPS ETF TR	15,360	$928K	0.01%
864	LEUCENTRUS ENERGY CORP	3,797	$921K	0.01%
865	NDSNNORDSON CORP	3,819	$918K	0.01%
866	KAPRINNOVATOR ETFS TRUST	26,108	$916K	0.01%
867	ADMARCHER DANIELS MIDLAND CO	15,919	$914K	0.01%
868	NTAPNETAPP INC	8,440	$903K	0.01%
869	PNOVINNOVATOR ETFS TRUST	21,636	$903K	0.01%
870	ROBTFIRST TR EXCHANGE TRADED FD	17,420	$903K	0.01%
871	FXLFIRST TR EXCHANGE TRADED FD	5,356	$900K	0.01%
872	EAELECTRONIC ARTS INC	4,408	$899K	0.01%
873	CENXCENTURY ALUM CO	22,935	$898K	0.01%
874	WPCWP CAREY INC	13,967	$898K	0.01%
875	FMHIFIRST TR EXCH TRADED FD III	18,747	$897K	0.01%
876	VTESVANGUARD WELLINGTON FD	8,760	$889K	0.01%
877	LSCCLATTICE SEMICONDUCTOR CORP	12,098	$889K	0.01%
878	GSKGSK PLC	18,037	$884K	0.01%
879	LPLALPL FINL HLDGS INC	2,472	$882K	0.01%
880	GEHCGE HEALTHCARE TECHNOLOGIES I	10,752	$881K	0.01%
881	CSLCARLISLE COS INC	2,754	$880K	0.01%
882	VOXVANGUARD WORLD FD	4,533	$876K	0.01%
883	FSMDFIDELITY COVINGTON TRUST	19,820	$874K	0.01%
884	SCHCSCHWAB STRATEGIC TR	19,209	$874K	0.01%
885	SNSHARKNINJA INC	7,796	$872K	0.01%
886	HDVISHARES TR	7,161	$870K	0.01%
887	MFCMANULIFE FINL CORP	24,021	$870K	0.01%
888	RBLXROBLOX CORP	10,743	$869K	0.01%	Put
889	NETCLOUDFLARE INC	4,394	$865K	0.01%
890	KIMKIMCO RLTY CORP	42,594	$862K	0.01%
891	NFGNATIONAL FUEL GAS CO	10,744	$860K	0.01%
892	URBNURBAN OUTFITTERS INC	11,431	$859K	0.01%
893	RBARB GLOBAL INC	8,354	$858K	0.01%
894	FMUBFIDELITY MERRIMACK STR TR	16,732	$852K	0.01%
895	TTETOTALENERGIES SE	13,016	$851K	0.01%
896	KOCTINNOVATOR ETFS TRUST	25,206	$848K	0.01%
897	MSCIMSCI INC	1,480	$848K	0.01%
898	HBANHUNTINGTON BANCSHARES INC	48,785	$845K	0.01%
899	LDURPIMCO ETF TR	8,798	$843K	0.01%
900	ARLPALLIANCE RESOURCE PARTNERS L	36,328	$843K	0.01%

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