Concurrent Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-29
Total Holdings
1,197
Total Value
3776684844
Accession Number
0001667731-25-000551
Form Type
13F-HR
CIK
0002001015
Manager Name
Concurrent Investment Advisors, LLC
Data Enrichment
69% identified
824 identified373 unidentified

Holdings

1,197 positions
Manager:
SEC
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Page 16 of 60
ALLSTATE CORP
ALL|020002101
Shares:
13014(+21.4%)
Value:
$2.7B(+30.4%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
18455(+101.4%)
Value:
$2.7B(+79.7%)
97717W588
97717W588
Shares:
44774(+580.0%)
Value:
$2.7B(+558.9%)
DEVON ENERGY CORP/DE
DVN|25179M103
Shares:
70912(+7.2%)
Value:
$2.7B(+22.5%)
NIKE, Inc.
NKE|654106103
Shares:
41610(+41510.0%)
Value:
$2.6B(+34806.6%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
7629(-4.4%)
Value:
$2.6B(+16.3%)
ASML HOLDING NV
ASML|N07059210
Shares:
3951(+26.6%)
Value:
$2.6B(+21.0%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
11423(+6.3%)
Value:
$2.6B(+7.3%)
US BANCORP \DE\
USB|902973304
Shares:
61933(+32.6%)
Value:
$2.6B(+17.1%)
DEERE & CO
DE|244199105
Shares:
5522(+38.0%)
Value:
$2.6B(+52.9%)
Unum Group
UNM|91529Y106
Shares:
31401(+58.0%)
Value:
$2.6B(+76.2%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
4327(+8.5%)
Value:
$2.6B(+23.1%)
DIGITAL REALTY TRUST, INC.
DLR|253868103
Shares:
17723(+126.0%)
Value:
$2.5B(+82.6%)
72201R783
72201R783
Shares:
27101(+34.3%)
Value:
$2.5B(+34.3%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
7157(+6.3%)
Value:
$2.5B(+9.5%)
464288687
464288687
Shares:
80947(+2.8%)
Value:
$2.5B(+0.5%)
464287598
IWD|464287598
Shares:
13198(+39.9%)
Value:
$2.5B(+42.2%)
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
22651(+6.5%)
Value:
$2.5B(+23.4%)
464287374
464287374
Shares:
54115(+10.2%)
Value:
$2.5B(+17.3%)
SYSCO CORP
SYY|871829107
Shares:
32630(+17.3%)
Value:
$2.4B(+15.1%)