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 17 of 60
78463X889
SPDW|78463X889
Shares:
66955
Value:
$2.4B
FACTSET RESEARCH SYSTEMS INC
FDS|303075105
Shares:
5306(+5.5%)
Value:
$2.4B(-0.1%)
03073E105
03073E105
Shares:
8654(+7.5%)
Value:
$2.4B(+33.1%)
46138G508
46138G508
Shares:
116127(+60.0%)
Value:
$2.4B(+57.2%)
78464A763
SDY|78464A763
Shares:
17450(+183.2%)
Value:
$2.4B(+190.8%)
ASTRAZENECA PLC
AZN|046353108
Shares:
32114(+89.7%)
Value:
$2.4B(+112.8%)
464287234
EEM|464287234
Shares:
54005(-28.9%)
Value:
$2.4B(-25.8%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
16054(-12.0%)
Value:
$2.3B(-8.1%)
92189F601
92189F601
Shares:
31822(+32.5%)
Value:
$2.3B(+19.3%)
92206C771
92206C771
Shares:
50240(+1.0%)
Value:
$2.3B(+3.2%)
DuPont de Nemours, Inc.
DD|26614N102
Shares:
31153(+85.3%)
Value:
$2.3B(+81.5%)
886364280
886364280
Shares:
122971(-6.8%)
Value:
$2.3B(-8.5%)
33738D804
33738D804
Shares:
120668(+6.2%)
Value:
$2.3B(+6.6%)
INTEL CORP
INTC|458140100
Shares:
99375(+31.8%)
Value:
$2.3B(+49.3%)
464287150
ITOT|464287150
Shares:
18476(+19.9%)
Value:
$2.3B(+13.8%)
46654Q203
46654Q203
Shares:
42475(+83.0%)
Value:
$2.2B(+68.1%)
45782C664
45782C664
Shares:
52222(+0.3%)
Value:
$2.2B(-2.3%)
46434V621
DGRO|46434V621
Shares:
35288(-1.7%)
Value:
$2.2B(-1.0%)
ENBRIDGE INC
ENB|29250N105
Shares:
49103(-2.0%)
Value:
$2.2B(+2.4%)
46654Q724
46654Q724
Shares:
36238(+19.3%)
Value:
$2.2B(+14.8%)