Concurrent Investment Advisors, LLC

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: 0002001015
Manager Name: Concurrent Investment Advisors, LLC

Data Enrichment

69% identified

824 identified373 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $3,776,684.844K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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46435U549

4414

Value:

$209.6M

CLEAN HARBORS INC

CLH|184496107

1059(+16.2%)

Value:

$208.7M(-0.4%)

JD.com, Inc.

JD|47215P106

5066

Value:

$208.3M

Jackson Financial Inc.

JXN|46817M107

2478(-3.5%)

Value:

$207.6M(-7.2%)

78463X202

3810(-11.5%)

Value:

$207.3M(+0.0%)

STANLEY BLACK & DECKER, INC.

SWK|854502101

2694

Value:

$207.1M

RPM INTERNATIONAL INC/DE/

RPM|749685103

1787(-3.7%)

Value:

$206.8M(-9.4%)

33740U208

4327(+0.0%)

Value:

$206.1M(-2.7%)

92189F791

GDXJ|92189F791

3591

Value:

$205.4M

Sony Group Corp

SONY|835699307

8067

Value:

$204.8M

500767736

10957(-2.4%)

Value:

$204.7M(+2.7%)

46432F859

4232

Value:

$204.6M

Science Applications International Corp

SAIC|808625107

1814

Value:

$203.7M

33734K109

1986(+0.0%)

Value:

$203.5M(-1.8%)

92647N865

2965

Value:

$203.1M

FRANKLIN RESOURCES INC

BEN|354613101

10548

Value:

$203.1M

ALLSPRING MULTI-SECTOR INCOME FUND

ERC|94987D101

21967(+10.5%)

Value:

$202.5M(+10.9%)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

1779(-12.1%)

Value:

$202.4M(-17.8%)

09290C509

3327

Value:

$201.6M

464287192

3147

Value:

$201.5M

Instrument	Shares		Other Manager	Value
(cusip46435U549)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$209.6K	QoQ NEW(+$209.6K) YoY NEW(+$209.6K)
Clean Harbors Inc(CLHcusip184496107)	1.1K	QoQ +16.24% (-148) YoY NEW(+1.1K)	All Managers (Combined)	$208.7K	QoQ -0.44% (-$929) YoY NEW(+$208.7K)
Jd.Com, Inc.(JDcusip47215P106)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$208.3K	QoQ NEW(+$208.3K) YoY NEW(+$208.3K)
Jackson Financial Inc.(JXNcusip46817M107)	2.5K	QoQ -3.54% (-91) YoY -79.63% (-9.7K)	All Managers (Combined)	$207.6K	QoQ -7.22% (-$16.2K) YoY -74.20% (-$597.2K)
(cusip78463X202)✕	3.8K	QoQ -11.47% (-494) YoY -69.04% (-8.5K)	All Managers (Combined)	$207.3K	QoQ +0.03% (-$68) YoY -67.95% (-$439.5K)
Stanley Black & Decker, Inc.(SWKcusip854502101)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$207.1K	QoQ NEW(+$207.1K) YoY NEW(+$207.1K)
Rpm International Inc/De/(RPMcusip749685103)	1.8K	QoQ -3.66% (-68) YoY -11.84% (-240)	All Managers (Combined)	$206.8K	QoQ -9.43% (-$21.6K) YoY -14.21% (-$34.2K)
(cusip33740U208)✕	4.3K	QoQ 0.00% (-0) YoY NEW(+4.3K)	All Managers (Combined)	$206.1K	QoQ -2.72% (-$5.8K) YoY NEW(+$206.1K)
(GDXJcusip92189F791)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$205.4K	QoQ NEW(+$205.4K) YoY NEW(+$205.4K)
Sony Group Corp(SONYcusip835699307)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$204.8K	QoQ NEW(+$204.8K) YoY NEW(+$204.8K)
(cusip500767736)✕	11.0K	QoQ -2.44% (-275) YoY NEW(+11.0K)	All Managers (Combined)	$204.7K	QoQ +2.72% (-$5.4K) YoY NEW(+$204.7K)
(cusip46432F859)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$204.6K	QoQ NEW(+$204.6K) YoY NEW(+$204.6K)
Science Applications International Corp(SAICcusip808625107)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$203.7K	QoQ NEW(+$203.7K) YoY NEW(+$203.7K)
(cusip33734K109)✕	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$203.5K	QoQ -1.75% (-$3.6K) YoY NEW(+$203.5K)
(cusip92647N865)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$203.1K	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
Franklin Resources Inc(BENcusip354613101)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$203.1K	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
Allspring Multi-Sector Income Fund(ERCcusip94987D101)	22.0K	QoQ +10.54% (+2.1K) YoY +27.52% (+4.7K)	All Managers (Combined)	$202.5K	QoQ +10.90% (+$19.9K) YoY +26.02% (+$41.8K)
Lamar Advertising Co/New(LAMRcusip512816109)	1.8K	QoQ -12.10% (-245) YoY NEW(+1.8K)	All Managers (Combined)	$202.4K	QoQ -17.84% (-$44.0K) YoY NEW(+$202.4K)
(cusip09290C509)✕	3.3K	QoQ NEW(+3.3K) YoY -78.02% (-11.8K)	All Managers (Combined)	$201.6K	QoQ NEW(+$201.6K) YoY -76.80% (-$667.7K)
(cusip464287192)✕	3.1K	QoQ NEW(+3.1K) YoY +9.34% (-269)	All Managers (Combined)	$201.5K	QoQ NEW(+$201.5K) YoY -0.51% (-$1.1K)