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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Palantir Technologies Inc.
Shares:151.4K
Value:$12.8M
% of Portfolio:0.3% ($12.8M/$3.8B)
33738R506
Shares:216.5K
Value:$12.7M
% of Portfolio:0.3% ($12.7M/$3.8B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:50.6K
Value:$12.6M
% of Portfolio:0.3% ($12.6M/$3.8B)
808524797
Shares:446.4K
Value:$12.5M
% of Portfolio:0.3% ($12.5M/$3.8B)
MCDONALDS CORP
Shares:39.8K
Value:$12.4M
% of Portfolio:0.3% ($12.4M/$3.8B)
46137V357
Shares:71.6K
Value:$12.4M
% of Portfolio:0.3% ($12.4M/$3.8B)
922908629
Shares:47.9K
Value:$12.4M
% of Portfolio:0.3% ($12.4M/$3.8B)
Mastercard Inc
Shares:22.5K
Value:$12.3M
% of Portfolio:0.3% ($12.3M/$3.8B)
921937827
Shares:157.6K
Value:$12.3M
% of Portfolio:0.3% ($12.3M/$3.8B)
CISCO SYSTEMS, INC.
Shares:198.1K
Value:$12.2M
% of Portfolio:0.3% ($12.2M/$3.8B)
47103U845
Shares:239.7K
Value:$12.2M
% of Portfolio:0.3% ($12.2M/$3.8B)
Accenture plc
Shares:38.4K
Value:$12.0M
% of Portfolio:0.3% ($12.0M/$3.8B)
81369Y308
Shares:145.5K
Value:$11.9M
% of Portfolio:0.3% ($11.9M/$3.8B)
46138E339
Shares:127.3K
Value:$11.8M
% of Portfolio:0.3% ($11.8M/$3.8B)
92204A702
Shares:21.2K
Value:$11.5M
% of Portfolio:0.3% ($11.5M/$3.8B)
464287663
Shares:124.3K
Value:$11.5M
% of Portfolio:0.3% ($11.5M/$3.8B)
808524201
Shares:516.3K
Value:$11.4M
% of Portfolio:0.3% ($11.4M/$3.8B)
BANK OF AMERICA CORP /DE/
Shares:272.6K
Value:$11.4M
% of Portfolio:0.3% ($11.4M/$3.8B)
AUTOMATIC DATA PROCESSING INC
Shares:36.7K
Value:$11.2M
% of Portfolio:0.3% ($11.2M/$3.8B)
69374H881
Shares:203.1K
Value:$11.1M
% of Portfolio:0.3% ($11.1M/$3.8B)