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 18 of 60
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
34021(+24.0%)
Value:
$2.2B(+15.2%)
464287614
IWF|464287614
Shares:
5968(+6.2%)
Value:
$2.2B(-4.5%)
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
32778(+13.8%)
Value:
$2.1B(-13.0%)
69374H303
69374H303
Shares:
30020(+5.4%)
Value:
$2.1B(+1.1%)
316092840
316092840
Shares:
42676(+3.6%)
Value:
$2.1B(+3.0%)
97717Y857
97717Y857
Shares:
42508(+646.7%)
Value:
$2.1B(+645.8%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
22408(+98.7%)
Value:
$2.1B(+104.8%)
72201R205
72201R205
Shares:
38515(+8.9%)
Value:
$2.1B(+12.5%)
92206C623
92206C623
Shares:
11107(-1.2%)
Value:
$2.1B(-12.4%)
DANAHER CORP /DE/
DHR|235851102
Shares:
10048(+193.2%)
Value:
$2.1B(+161.8%)
VICI PROPERTIES INC.
VICI|925652109
Shares:
62760(+49.8%)
Value:
$2.0B(+67.3%)
316188309
316188309
Shares:
44514(-45.4%)
Value:
$2.0B(-44.5%)
STERIS plc
STE|G8473T100
Shares:
8899(+16.8%)
Value:
$2.0B(+28.8%)
DOMINION ENERGY, INC
D|25746U109
Shares:
35538(+5.7%)
Value:
$2.0B(+10.0%)
464287523
464287523
Shares:
10554(+18.8%)
Value:
$2.0B(+3.8%)
464288638
464288638
Shares:
37327(+10.7%)
Value:
$2.0B(+12.9%)
46090A804
46090A804
Shares:
41767(-3.3%)
Value:
$2.0B(-2.2%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
32782(+7.6%)
Value:
$2.0B(+18.8%)
46435U853
46435U853
Shares:
53203(-21.8%)
Value:
$2.0B(-21.8%)
Edwards Lifesciences Corp
EW|28176E108
Shares:
26909(+37.1%)
Value:
$2.0B(+34.2%)