Concurrent-Investment-Advisors

Filing Details

13F-HR2025-03-31
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% identified
824 identified373 unidentified

Holdings

1,197 positions • $3.8B total value
Manager:
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Page 18 of 60
CARRIER GLOBAL Corp
Shares:34.0K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.8B)
464287614
Shares:6.0K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.8B)
PayPal Holdings, Inc.
Shares:32.8K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.8B)
69374H303
Shares:30.0K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.8B)
316092840
Shares:42.7K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.8B)
97717Y857
Shares:42.5K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.8B)
COLGATE PALMOLIVE CO
Shares:22.4K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.8B)
72201R205
Shares:38.5K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.8B)
92206C623
Shares:11.1K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.8B)
DANAHER CORP /DE/
Shares:10.0K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.8B)
VICI PROPERTIES INC.
Shares:62.8K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
316188309
Shares:44.5K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
STERIS plc
Shares:8.9K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
DOMINION ENERGY, INC
Shares:35.5K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
464287523
Shares:10.6K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
464288638
Shares:37.3K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
46090A804
Shares:41.8K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
WILLIAMS COMPANIES, INC.
Shares:32.8K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
46435U853
Shares:53.2K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)
Edwards Lifesciences Corp
Shares:26.9K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.8B)