Concurrent Investment Advisors, LLC

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, LLC
Data Enrichment
69% identified
824 identified373 unidentified

Holdings

1,197 positions
Manager:
Search and click to pin securities to the top
Page 4 of 60
Palantir Technologies Inc.
Shares:
151381(+53.5%)
Value:
$12.8B(+71.4%)
33738R506
Shares:
216451(+8.6%)
Value:
$12.7B(+7.5%)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:
50612(+6.2%)
Value:
$12.6B(+20.2%)
808524797
Shares:
446381(+138.4%)
Value:
$12.5B(+144.0%)
MCDONALDS CORP
Shares:
39787(+29.1%)
Value:
$12.4B(+39.1%)
46137V357
Shares:
71574(-3.9%)
Value:
$12.4B(-5.0%)
922908629
Shares:
47922(+12.3%)
Value:
$12.4B(+10.0%)
Mastercard Inc
Shares:
22519(+30.6%)
Value:
$12.3B(+35.9%)
921937827
Shares:
157588(+23.8%)
Value:
$12.3B(+25.4%)
CISCO SYSTEMS, INC.
Shares:
198061(-0.7%)
Value:
$12.2B(+3.5%)
47103U845
Shares:
239669(+76.9%)
Value:
$12.2B(+76.9%)
Accenture plc
Shares:
38357(-4.5%)
Value:
$12.0B(-15.3%)
81369Y308
Shares:
145543(+35.3%)
Value:
$11.9B(+40.6%)
46138E339
Shares:
127349(+1462.0%)
Value:
$11.8B(+1421.2%)
92204A702
Shares:
21230(+100.5%)
Value:
$11.5B(+74.8%)
464287663
Shares:
124306(+6.0%)
Value:
$11.5B(+5.6%)
808524201
Shares:
516337(+37.8%)
Value:
$11.4B(+31.2%)
BANK OF AMERICA CORP /DE/
Shares:
272594(+2.7%)
Value:
$11.4B(-2.5%)
AUTOMATIC DATA PROCESSING INC
Shares:
36675(+19.8%)
Value:
$11.2B(+25.1%)
69374H881
Shares:
203091(-38.8%)
Value:
$11.1B(-40.6%)