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",
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "APD",
  "BABA",
  "PAA",
  "MAIN",
  null,
  "SBR",
  "NGVT",
  "JLL",
  "ATI",
  null,
  "VONG",
  null,
  null,
  "ALL",
  null,
  "GOOGL",
  null,
  null,
  "VDE",
  null,
  null,
  "AXP",
  "JFR",
  "JQC",
  null,
  "GDXJ",
  "NMZ",
  null,
  "ADMA",
  null,
  "AIG",
  "TEAM",
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  "T",
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  null,
  null,
  null,
  "ADX",
  "AYI",
  null,
  "AWF",
  null,
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  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "AIT",
  null,
  "ABR",
  "CP.TO",
  "BDJ",
  "ARCC",
  "BIT",
  "BTZ",
  "BLW",
  null,
  "WRB",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  "BLBD",
  null,
  null,
  null,
  "RQI",
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  "CRS",
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  null,
  "DBEF",
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  "ETG",
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  "EIM",
  "EVT",
  "D",
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  null,
  null,
  "ROKU",
  null,
  "ESS",
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  null,
  null,
  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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  "FITB",
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  null,
  null,
  "ARKB",
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  null,
  null,
  "KIO",
  null,
  null,
  null,
  "SCM",
  null,
  "GD",
  "TALO",
  "TSVT",
  "GILD",
  "AVK",
  "AMCX",
  "GIS",
  null,
  "ADTN",
  null,
  "HLT",
  "ANGO",
  "APLD",
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  "HD",
  "HPQ",
  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",
  "QCOM",
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  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "ICCM",
  null,
  null,
  "EMXC",
  "GUG",
  null,
  "HWM",
  "LEN",
  "ITW",
  "GSIE",
  "AMAT",
  null,
  "THM",
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  "ING",
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  null,
  "BCSF",
  null,
  "BKNG",
  null,
  "IFN",
  null,
  "IGT",
  "ICE",
  "KULR",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VMO",
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  "IQI",
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  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "PMO",
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  null,
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  null,
  "SWK",
  "TK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
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  null,
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  null,
  null,
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  "NDMO",
  null,
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  null,
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  null,
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  null,
  "LIN",
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  null,
  null,
  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,
  "EXEL",
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  "MS",
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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",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
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  "PAYX",
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  null,
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  null,
  null,
  null,
  null,
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  null,
  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",
  "IJK",
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "PHM",
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  null,
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  null,
  "HLN",
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  "GS",
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  null,
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  "PG",
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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",
  "SBUX",
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  "TGT",
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  "UBS",
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  "UAL",
  "UL",
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  null,
  "SUN",
  null,
  "STAG",
  null,
  null,
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  "JBL",
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  null,
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  "NSA",
  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,
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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",
  null,
  null,
  "JBLU",
  "INO",
  null,
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  "IDXX",
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  null,
  "UA",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  "NIO",
  null,
  null,
  "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,
  "VGT",
  null,
  "USB",
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  "VLO",
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  null,
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  null,
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  "VOOG",
  null,
  "VGLT",
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  null,
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  "VKTX",
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  "WMT",
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  "WEN",
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  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,
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  null,
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  null,
  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,
  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,
  null,
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  null,
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  "BR",
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  "BWXT",
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  "CDNS",
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  "CBRE",
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  "CF",
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  "LNG",
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  "CB",
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  "CHD",
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  "CSCO",
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  "NET",
  "C",
  "CLX",
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  "KO",
  "CCEP",
  "CBSH",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRDO",
  "CRAI",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DVA",
  "DELL",
  "DE",
  "DHIL",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  null,
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  "DLR",
  "DOCU",
  "DOCN",
  "DPZ",
  "RSP",
  "EWJ",
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  null,
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  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "WULF",
  "USMV",
  "NEE",
  "NKE",
  "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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NEXTERA ENERGY INC

NEE|65339F101

Shares:120.6K

Value:$8.5M

% of Portfolio:0.2% ($8.5M/$3.8B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:51.1K

Value:$8.5M

% of Portfolio:0.2% ($8.5M/$3.8B)

92647X830

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Value:$8.3M

% of Portfolio:0.2% ($8.3M/$3.8B)

81369Y407

Shares:41.4K

Value:$8.2M

% of Portfolio:0.2% ($8.2M/$3.8B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:67.0K

Value:$8.2M

% of Portfolio:0.2% ($8.2M/$3.8B)

14020Y102

Shares:360.1K

Value:$8.1M

% of Portfolio:0.2% ($8.1M/$3.8B)

GENERAL ELECTRIC CO

GE|369604301

Shares:41.0K

Value:$8.1M

% of Portfolio:0.2% ($8.1M/$3.8B)

ABBOTT LABORATORIES

ABT|002824100

Shares:60.7K

Value:$8.1M

% of Portfolio:0.2% ($8.1M/$3.8B)

46090A887

Shares:157.9K

Value:$7.9M

% of Portfolio:0.2% ($7.9M/$3.8B)

Philip Morris International Inc.

PM|718172109

Shares:49.5K

Value:$7.9M

% of Portfolio:0.2% ($7.9M/$3.8B)

922908751

VB|922908751

Shares:35.1K

Value:$7.8M

% of Portfolio:0.2% ($7.8M/$3.8B)

QUALCOMM INC/DE

QCOM|747525103

Shares:50.3K

Value:$7.7M

% of Portfolio:0.2% ($7.7M/$3.8B)

81369Y852

Shares:77.4K

Value:$7.5M

% of Portfolio:0.2% ($7.5M/$3.8B)

33739E108

Shares:422.4K

Value:$7.4M

% of Portfolio:0.2% ($7.4M/$3.8B)

025072703

AVDE|025072703

Shares:110.8K

Value:$7.3M

% of Portfolio:0.2% ($7.3M/$3.8B)

CATERPILLAR INC

CAT|149123101

Shares:21.8K

Value:$7.2M

% of Portfolio:0.2% ($7.2M/$3.8B)

ONEOK INC /NEW/

OKE|682680103

Shares:71.2K

Value:$7.1M

% of Portfolio:0.2% ($7.1M/$3.8B)

Uber Technologies, Inc

UBER|90353T100

Shares:96.5K

Value:$7.0M

% of Portfolio:0.2% ($7.0M/$3.8B)

SOUTHERN CO

SO|842587107

Shares:75.4K

Value:$6.9M

% of Portfolio:0.2% ($6.9M/$3.8B)

33737M300

Shares:100.2K

Value:$6.9M

% of Portfolio:0.2% ($6.9M/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NEXTERA ENERGY INC(NEEcusip65339F101)	120.6K	QoQ +31.85% (+29.1K) YoY +87.30% (+56.2K)	All Managers (Combined)	$8.5M	0.2% ($8.5M/$3.8B)	QoQ +30.38% (+$2.0M) YoY +107.76% (+$4.4M)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	51.1K	QoQ +10.53% (+4.9K) YoY +68.20% (+20.7K)	All Managers (Combined)	$8.5M	0.2% ($8.5M/$3.8B)	QoQ +6.59% (+$525.2K) YoY +78.52% (+$3.7M)
(cusip92647X830)✕	241.2K	QoQ NEW(+241.2K) YoY NEW(+241.2K)	All Managers (Combined)	$8.3M	0.2% ($8.3M/$3.8B)	QoQ NEW(+$8.3M) YoY NEW(+$8.3M)
(cusip81369Y407)✕	41.4K	QoQ +13.04% (-4.8K) YoY +35.05% (+10.8K)	All Managers (Combined)	$8.2M	0.2% ($8.2M/$3.8B)	QoQ -0.50% (-$41.2K) YoY +45.02% (+$2.5M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	67.0K	QoQ +19.68% (+11.0K) YoY +78.64% (+29.5K)	All Managers (Combined)	$8.2M	0.2% ($8.2M/$3.8B)	QoQ +20.66% (+$1.4M) YoY +114.54% (+$4.4M)
(cusip14020Y102)✕	360.1K	QoQ +5.32% (+18.2K) YoY +85.21% (+165.7K)	All Managers (Combined)	$8.1M	0.2% ($8.1M/$3.8B)	QoQ +6.50% (+$494.0K) YoY +85.13% (+$3.7M)
GENERAL ELECTRIC CO(GEcusip369604301)	41.0K	QoQ +24.76% (+8.1K) YoY -53.45% (-47.1K)	All Managers (Combined)	$8.1M	0.2% ($8.1M/$3.8B)	QoQ +50.40% (+$2.7M) YoY +237.93% (-$5.7M)
ABBOTT LABORATORIES(ABTcusip002824100)	60.7K	QoQ +60609.00% (+60.6K) YoY +60609.00% (+60.6K)	All Managers (Combined)	$8.1M	0.2% ($8.1M/$3.8B)	QoQ +71096.19% (+$8.0M) YoY +70751.68% (+$8.0M)
(cusip46090A887)✕	157.9K	QoQ -7.15% (-12.2K) YoY +256.05% (+113.6K)	All Managers (Combined)	$7.9M	0.2% ($7.9M/$3.8B)	QoQ -7.13% (-$608.5K) YoY +257.70% (+$5.7M)
Philip Morris International Inc.(PMcusip718172109)	49.5K	QoQ +62.49% (+19.0K) YoY +124.85% (+27.5K)	All Managers (Combined)	$7.9M	0.2% ($7.9M/$3.8B)	QoQ +114.31% (+$4.2M) YoY +289.56% (+$5.8M)
(VBcusip922908751)	35.1K	QoQ -22.43% (-10.2K) YoY +80.20% (+15.6K)	All Managers (Combined)	$7.8M	0.2% ($7.8M/$3.8B)	QoQ -28.41% (-$3.1M) YoY +74.81% (+$3.3M)
QUALCOMM INC/DE(QCOMcusip747525103)	50.3K	QoQ +8.58% (+4.0K) YoY +57.82% (+18.4K)	All Managers (Combined)	$7.7M	0.2% ($7.7M/$3.8B)	QoQ +8.57% (+$610.7K) YoY +43.19% (+$2.3M)
(cusip81369Y852)✕	77.4K	QoQ +10.87% (+7.6K) YoY -1.52% (-1.2K)	All Managers (Combined)	$7.5M	0.2% ($7.5M/$3.8B)	QoQ +10.45% (+$706.2K) YoY +16.30% (-$1.0M)
(cusip33739E108)✕	422.4K	QoQ +5.05% (+20.3K) YoY +61.01% (+160.1K)	All Managers (Combined)	$7.4M	0.2% ($7.4M/$3.8B)	QoQ +4.39% (+$313.0K) YoY +63.52% (+$2.9M)
(AVDEcusip025072703)	110.8K	QoQ -27.08% (-41.2K) YoY -13.24% (-16.9K)	All Managers (Combined)	$7.3M	0.2% ($7.3M/$3.8B)	QoQ -21.26% (-$2.0M) YoY -9.80% (-$798.1K)
CATERPILLAR INC(CATcusip149123101)	21.8K	QoQ -15.33% (-3.9K) YoY +40.77% (+6.3K)	All Managers (Combined)	$7.2M	0.2% ($7.2M/$3.8B)	QoQ -23.02% (-$2.2M) YoY +26.70% (+$1.5M)
ONEOK INC /NEW/(OKEcusip682680103)	71.2K	QoQ +36.41% (+19.0K) YoY +86.34% (+33.0K)	All Managers (Combined)	$7.1M	0.2% ($7.1M/$3.8B)	QoQ +34.81% (+$1.8M) YoY +130.63% (+$4.0M)
Uber Technologies, Inc(UBERcusip90353T100)	96.5K	QoQ +45.57% (+30.2K) YoY +63.40% (+37.4K)	All Managers (Combined)	$7.0M	0.2% ($7.0M/$3.8B)	QoQ +75.83% (+$3.0M) YoY +54.63% (+$2.5M)
SOUTHERN CO(SOcusip842587107)	75.4K	QoQ +14.63% (+9.6K) YoY +50.67% (+25.3K)	All Managers (Combined)	$6.9M	0.2% ($6.9M/$3.8B)	QoQ +28.04% (+$1.5M) YoY +93.12% (+$3.3M)
(cusip33737M300)✕	100.2K	QoQ +17.23% (+14.7K) YoY +27.20% (+21.4K)	All Managers (Combined)	$6.9M	0.2% ($6.9M/$3.8B)	QoQ +4.17% (+$276.0K) YoY +33.21% (+$1.7M)