Concurrent-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ENVX",
  "PINS",
  null,
  "ARES",
  "HOOD",
  "AX",
  "MPWR",
  "FN",
  "ACAD",
  "GDX",
  "POOL",
  null,
  "TROW",
  "NLY",
  "PBR-A",
  "FTAI",
  "RJF",
  "AES",
  "ARW",
  "AAL",
  "BROS",
  "STRL",
  "FLO",
  "IRIX",
  "HP",
  null,
  null,
  null,
  "RF",
  "ALSN",
  "QSR",
  "SMCI",
  "ONON",
  "MQT",
  "ASPN",
  "SNOW",
  "MU",
  null,
  "JXN",
  "STR",
  "NVG",
  null,
  "MPLX",
  "ACN",
  null,
  null,
  "PBH",
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  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "APD",
  "BABA",
  "PAA",
  "MAIN",
  null,
  "SBR",
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  "JLL",
  "ATI",
  null,
  "VONG",
  null,
  null,
  "ALL",
  null,
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  null,
  null,
  "VDE",
  null,
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  "AXP",
  "JFR",
  "JQC",
  null,
  "GDXJ",
  "NMZ",
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  null,
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  "TEAM",
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  "T",
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  null,
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  null,
  "ADX",
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  null,
  "AWF",
  null,
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  null,
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  "APP",
  "LOW",
  "BRO",
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  null,
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  "CP.TO",
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  "BIT",
  "BTZ",
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  null,
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  null,
  null,
  "BSX",
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  null,
  null,
  "BLBD",
  null,
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  null,
  "RQI",
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  null,
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  "D",
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  null,
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  null,
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  null,
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  null,
  null,
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  "CION",
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  null,
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  "ARKB",
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  null,
  null,
  "KIO",
  null,
  null,
  null,
  "SCM",
  null,
  "GD",
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  "TSVT",
  "GILD",
  "AVK",
  "AMCX",
  "GIS",
  null,
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  null,
  "HLT",
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  "APLD",
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  "HD",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  "DFP",
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  null,
  "FE",
  null,
  "FBLG",
  "UNP",
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  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "ICCM",
  null,
  null,
  "EMXC",
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  null,
  "HWM",
  "LEN",
  "ITW",
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  "AMAT",
  null,
  "THM",
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  "ING",
  "EMR",
  null,
  "BCSF",
  null,
  "BKNG",
  null,
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  null,
  "IGT",
  "ICE",
  "KULR",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VMO",
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  "HEFA",
  "IQI",
  "IIM",
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "PMO",
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  null,
  "DTC",
  null,
  "SWK",
  "TK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "CXH",
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  null,
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  null,
  null,
  null,
  "ZTR",
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  null,
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  "NDMO",
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  null,
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  null,
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  null,
  null,
  null,
  "LIN",
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  null,
  null,
  null,
  null,
  "ERC",
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "EXEL",
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  "EVRG",
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  "FICO",
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  null,
  null,
  "GE",
  "GPC",
  null,
  "HIG",
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  "OXY",
  null,
  null,
  null,
  null,
  "OMC",
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  "EFG",
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  "KKR",
  "KLAC",
  "IWD",
  "KR",
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  "PAYX",
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  null,
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  null,
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  null,
  null,
  "VHT",
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  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
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  null,
  null,
  null,
  "PANW",
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  null,
  null,
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  "IEMG",
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "PHM",
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  "SPY",
  null,
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  null,
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  "GS",
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  null,
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  null,
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  null,
  null,
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  null,
  "LPLA",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
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  "SRE",
  "O",
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  null,
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  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
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  "SYK",
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  null,
  "SUN",
  null,
  "STAG",
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "KYN",
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  null,
  null,
  null,
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  "VCIT",
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  null,
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  null,
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  null,
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  null,
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  null,
  "TOL",
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  null,
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  "RFMZ",
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  "HTH",
  null,
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  "IPG",
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  null,
  "JBLU",
  "INO",
  null,
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  "IDXX",
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  null,
  "UA",
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  "PEG",
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  "NVO",
  "DHI",
  "AMZN",
  "MSI",
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  "SCHB",
  "NIO",
  null,
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  "CHY",
  null,
  null,
  null,
  null,
  "IVE",
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  null,
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  null,
  null,
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  "OVV",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "USB",
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  "VLO",
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  null,
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  null,
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  "VOOG",
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  null,
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  "VKTX",
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  "WMT",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "XHR",
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  "XEL",
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  null,
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  null,
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  "SOLV",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "BR",
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  "CDNS",
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  "CB",
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  "CHD",
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  "NET",
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  "CLX",
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  "KO",
  "CCEP",
  "CBSH",
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  "CMCSA",
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  "CL",
  "CAG",
  "COP",
  "STZ",
  "CEG",
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  "CORT",
  "ED",
  "CTRA",
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  "GLW",
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  "CRDO",
  "CRAI",
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  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DVA",
  "DELL",
  "DE",
  "DHIL",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  null,
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  "DLR",
  "DOCU",
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  "DPZ",
  "RSP",
  "EWJ",
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  null,
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  "EFA",
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  "MCO",
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  "USMV",
  "NEE",
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  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: concurrent-investment-advisors
Manager Name: Concurrent-Investment-Advisors

Data Enrichment

69% identified

824 identified373 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $3.8B total value

SEC FilingSEC DataHachi Filing

Manager:

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Value:$328.4K

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% of Portfolio:0.0% ($327.3K/$3.8B)

92206C714

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Value:$325.9K

% of Portfolio:0.0% ($325.9K/$3.8B)

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Value:$325.6K

% of Portfolio:0.0% ($325.6K/$3.8B)

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Shares:12.8K

Value:$325.0K

% of Portfolio:0.0% ($325.0K/$3.8B)

MOLSON COORS BEVERAGE CO

TAP|60871R209

Shares:5.3K

Value:$324.9K

% of Portfolio:0.0% ($324.9K/$3.8B)

46641Q654

Shares:6.4K

Value:$324.1K

% of Portfolio:0.0% ($324.1K/$3.8B)

464287689

IWV|464287689

Shares:1.0K

Value:$323.6K

% of Portfolio:0.0% ($323.6K/$3.8B)

PGIM High Yield Bond Fund, Inc.

ISD|69346H100

Shares:22.7K

Value:$323.4K

% of Portfolio:0.0% ($323.4K/$3.8B)

EQUIFAX INC

EFX|294429105

Shares:1.3K

Value:$323.4K

% of Portfolio:0.0% ($323.4K/$3.8B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:668

Value:$323.2K

% of Portfolio:0.0% ($323.2K/$3.8B)

03463K760

Shares:15.5K

Value:$322.0K

% of Portfolio:0.0% ($322.0K/$3.8B)

46435G326

Shares:4.7K

Value:$321.7K

% of Portfolio:0.0% ($321.7K/$3.8B)

TOYOTA MOTOR CORP/

TM|892331307

Shares:1.8K

Value:$321.3K

% of Portfolio:0.0% ($321.3K/$3.8B)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:6.0K

Value:$319.0K

% of Portfolio:0.0% ($319.0K/$3.8B)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

Shares:1.4K

Value:$318.7K

% of Portfolio:0.0% ($318.7K/$3.8B)

ADAMS NATURAL RESOURCES FUND, INC.

PEO|00548F105

Shares:13.9K

Value:$316.8K

% of Portfolio:0.0% ($316.8K/$3.8B)

46654Q781

Shares:5.0K

Value:$316.1K

% of Portfolio:0.0% ($316.1K/$3.8B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:965

Value:$315.5K

% of Portfolio:0.0% ($315.5K/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOK FINANCIAL CORP(BOKFcusip05561Q201)	3.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$328.4K	0.0% ($328.4K/$3.8B)	QoQ -2.16% (-$7.3K) YoY +13.20% (+$38.3K)
FIRSTENERGY CORP(FEcusip337932107)	8.1K	QoQ +4.24% (+331) YoY NEW(+8.1K)	All Managers (Combined)	$328.3K	0.0% ($328.3K/$3.8B)	QoQ +5.93% (+$18.4K) YoY NEW(+$328.3K)
Pure Storage, Inc.(PSTGcusip74624M102)	7.4K	QoQ +6.15% (-429) YoY -6.01% (-473)	All Managers (Combined)	$327.3K	0.0% ($327.3K/$3.8B)	QoQ -23.49% (-$100.5K) YoY -19.96% (-$81.7K)
(cusip92206C714)✕	3.9K	QoQ +14.70% (+506) YoY NEW(+3.9K)	All Managers (Combined)	$325.9K	0.0% ($325.9K/$3.8B)	QoQ +16.52% (+$46.2K) YoY NEW(+$325.9K)
ADVENT CONVERTIBLE & INCOME FUND(AVKcusip00764C109)	28.2K	QoQ +7.21% (+1.9K) YoY +82.38% (+12.8K)	All Managers (Combined)	$325.6K	0.0% ($325.6K/$3.8B)	QoQ +5.03% (+$15.6K) YoY +76.12% (+$140.7K)
KONINKLIJKE PHILIPS NV(PHGcusip500472303)	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$325.0K	0.0% ($325.0K/$3.8B)	QoQ NEW(+$325.0K) YoY NEW(+$325.0K)
MOLSON COORS BEVERAGE CO(TAPcusip60871R209)	5.3K	QoQ -19.64% (-1.3K) YoY +60.73% (+2.0K)	All Managers (Combined)	$324.9K	0.0% ($324.9K/$3.8B)	QoQ -14.66% (-$55.9K) YoY +45.48% (+$101.6K)
(cusip46641Q654)✕	6.4K	QoQ -4.36% (-291) YoY -23.54% (-2.0K)	All Managers (Combined)	$324.1K	0.0% ($324.1K/$3.8B)	QoQ -4.10% (-$13.9K) YoY -23.38% (-$98.9K)
(IWVcusip464287689)	1.0K	QoQ -69.11% (-2.3K) YoY -4.49% (-48)	All Managers (Combined)	$323.6K	0.0% ($323.6K/$3.8B)	QoQ -70.65% (-$779.2K) YoY +1.11% (-$3.6K)
PGIM High Yield Bond Fund, Inc.(ISDcusip69346H100)	22.7K	QoQ +4.07% (+888) YoY +18.46% (+3.5K)	All Managers (Combined)	$323.4K	0.0% ($323.4K/$3.8B)	QoQ +8.40% (+$25.1K) YoY +29.95% (+$74.6K)
EQUIFAX INC(EFXcusip294429105)	1.3K	QoQ +66.20% (+529) YoY NEW(+1.3K)	All Managers (Combined)	$323.4K	0.0% ($323.4K/$3.8B)	QoQ +58.82% (+$119.8K) YoY NEW(+$323.4K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	668	QoQ +5.03% (-32) YoY +35.22% (+174)	All Managers (Combined)	$323.2K	0.0% ($323.2K/$3.8B)	QoQ -4.62% (-$15.7K) YoY +49.24% (+$106.6K)
(cusip03463K760)✕	15.5K	QoQ +1.67% (+256) YoY +3.38% (+508)	All Managers (Combined)	$322.0K	0.0% ($322.0K/$3.8B)	QoQ +2.51% (+$7.9K) YoY +4.49% (+$13.8K)
(cusip46435G326)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$321.7K	0.0% ($321.7K/$3.8B)	QoQ NEW(+$321.7K) YoY NEW(+$321.7K)
TOYOTA MOTOR CORP/(TMcusip892331307)	1.8K	QoQ +26.74% (+384) YoY +83.46% (+828)	All Managers (Combined)	$321.3K	0.0% ($321.3K/$3.8B)	QoQ +14.96% (+$41.8K) YoY +28.70% (+$71.7K)
Lamb Weston Holdings, Inc.(LWcusip513272104)	6.0K	QoQ +3.99% (-230) YoY +130.41% (+3.4K)	All Managers (Combined)	$319.0K	0.0% ($319.0K/$3.8B)	QoQ -17.05% (-$65.6K) YoY +15.30% (+$42.3K)
APPLIED INDUSTRIAL TECHNOLOGIES INC(AITcusip03820C105)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$318.7K	0.0% ($318.7K/$3.8B)	QoQ NEW(+$318.7K) YoY NEW(+$318.7K)
ADAMS NATURAL RESOURCES FUND, INC.(PEOcusip00548F105)	13.9K	QoQ NEW(+13.9K) YoY NEW(+13.9K)	All Managers (Combined)	$316.8K	0.0% ($316.8K/$3.8B)	QoQ NEW(+$316.8K) YoY NEW(+$316.8K)
(cusip46654Q781)✕	5.0K	QoQ +64.18% (+1.9K) YoY NEW(+5.0K)	All Managers (Combined)	$316.1K	0.0% ($316.1K/$3.8B)	QoQ +55.74% (+$113.1K) YoY NEW(+$316.1K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	965	QoQ -9.30% (-99) YoY NEW(+965)	All Managers (Combined)	$315.5K	0.0% ($315.5K/$3.8B)	QoQ -9.20% (-$32.0K) YoY NEW(+$315.5K)