Concurrent-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, "ENVX", "PINS", null, "ARES", "HOOD", "AX", "MPWR", "FN", "ACAD", "GDX", "POOL", null, "TROW", "NLY", "PBR-A", "FTAI", "RJF", "AES", "ARW", "AAL", "BROS", "STRL", "FLO", "IRIX", "HP", null, null, null, "RF", "ALSN", "QSR", "SMCI", "ONON", "MQT", "ASPN", "SNOW", "MU", null, "JXN", "STR", "NVG", null, "MPLX", "ACN", null, null, "PBH", "MMM", "CASH", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "APD", "BABA", "PAA", "MAIN", null, "SBR", "NGVT", "JLL", "ATI", null, "VONG", null, null, "ALL", null, "GOOGL", null, null, "VDE", null, null, "AXP", "JFR", "JQC", null, "GDXJ", "NMZ", null, "ADMA", null, "AIG", "TEAM", "ASML", "T", "BLK", null, null, null, "ADX", "AYI", null, "AWF", null, null, null, "CAT", "BUD", "AVDE", "AVGO", "APP", "LOW", "BRO", "AIT", null, "ABR", "CP.TO", "BDJ", "ARCC", "BIT", "BTZ", "BLW", null, "WRB", null, null, "BSX", null, null, null, "BLBD", null, null, null, 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Concurrent-Investment-Advisors
Data Enrichment
69% identified824 identified373 unidentified
Holdings
1,197 positions • $3.8B total value
Manager:
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Page 16 of 60
97717W588
Shares:44.8K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.8B)
72201R783
Shares:27.1K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.8B)
464288687
Shares:80.9K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.8B)
464287374
Shares:54.1K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
ALLSTATE CORP(ALLcusip020002101) | 13.0K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.8B) | ||
| 18.5K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.8B) | |||
(cusip97717W588)✕ | 44.8K | YoY NEW(+44.8K) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.8B) | YoY NEW(+$2.7M) |
| 70.9K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$3.8B) | |||
NIKE, Inc.(NKEcusip654106103) | 41.6K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.8B) | ||
| 7.6K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.8B) | |||
ASML HOLDING NV(ASMLcusipN07059210) | 4.0K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.8B) | ||
| 11.4K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.8B) | |||
US BANCORP \DE\(USBcusip902973304) | 61.9K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.8B) | ||
DEERE & CO(DEcusip244199105) | 5.5K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.8B) | ||
Unum Group(UNMcusip91529Y106) | 31.4K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.8B) | ||
| 4.3K | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$3.8B) | |||
| 17.7K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.8B) | |||
(cusip72201R783)✕ | 27.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.8B) | ||
| 7.2K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.8B) | |||
(cusip464288687)✕ | 80.9K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.8B) | ||
| 13.2K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.8B) | |||
| 22.7K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.8B) | |||
(cusip464287374)✕ | 54.1K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$3.8B) | ||
SYSCO CORP(SYYcusip871829107) | 32.6K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$3.8B) |