Concurrent Investment Advisors, LLC
Net buyer this quarter
$11.8B
1,246
+$681M
15.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $323M | 2.75% | 0.01% | +6.2% | Q4 2023 |
 NVDA | $293M | 2.49% | 0.01% | +6.9% | Q4 2023 |
 MSFT | $241M | 2.05% | 0.01% | +11.0% | Q4 2023 |
 SPY | $175M | 1.49% | Not reported | +23.3% | Q4 2023 |
 AMZN | $172M | 1.46% | 0.01% | +9.8% | Q4 2023 |
 GOOGL | $156M | 1.33% | 0.00% | +15.9% | Q4 2023 |
 QQQ | $150M | 1.28% | Not reported | +44.0% | Q4 2023 |
 AVGO | $115M | 0.98% | 0.01% | +11.1% | Q4 2023 |
 MU | $105M | 0.90% | 0.01% | -23.2% | Q4 2023 |
| GOOG | $100M | 0.85% | Not reported | +8.3% | Q4 2023 |
 JPM | $90.7M | 0.77% | 0.01% | +14.1% | Q4 2023 |
 META | $77M | 0.65% | Not reported | +6.8% | Q4 2023 |
 WMT | $72.4M | 0.62% | 0.01% | -0.8% | Q4 2023 |
 JNJ | $59.1M | 0.50% | 0.01% | +18.3% | Q4 2023 |
 LLY | $56.2M | 0.48% | 0.01% | +9.4% | Q4 2023 |
 SMH | $55.8M | 0.47% | Not reported | -4.1% | Q4 2023 |
 CSCO | $54.4M | 0.46% | 0.01% | +25.5% | Q4 2023 |
 BRK.B | $51M | 0.43% | Not reported | +18.5% | Q4 2023 |
| GLD | $50.9M | 0.43% | 0.04% | -44.1% | Q4 2023 |
 BAC | $50.9M | 0.43% | 0.01% | +6.8% | Q4 2023 |
 CAT | $49.2M | 0.42% | 0.01% | +13.3% | Q4 2023 |
 AMD | $48.4M | 0.41% | 0.01% | -4.5% | Q4 2023 |
 HD | $47.8M | 0.41% | 0.01% | +9.6% | Q4 2023 |
 LRCX | $42.8M | 0.36% | 0.01% | +20.3% | Q4 2023 |
 V | $40.9M | 0.35% | 0.01% | +21.2% | Q4 2023 |
 ABBV | $40.3M | 0.34% | 0.01% | +2.5% | Q4 2023 |
 MRK | $36.1M | 0.31% | 0.01% | +10.5% | Q4 2023 |
 TSLA | $35.9M | 0.31% | 0.00% | +65.5% | Q4 2023 |
 KO | $34.2M | 0.29% | 0.01% | +10.4% | Q4 2023 |
 MRVL | $33.2M | 0.28% | 0.01% | -1.5% | Q1 2024 |
 IBM | $31.7M | 0.27% | 0.01% | +40.2% | Q4 2023 |
 GEV | $30.8M | 0.26% | 0.01% | +23.8% | Q2 2024 |
 CVX | $30.5M | 0.26% | 0.01% | +13.2% | Q4 2023 |
 GS | $28.8M | 0.25% | 0.01% | +10.7% | Q4 2023 |
 IAU | $28.3M | 0.24% | 0.05% | +5.9% | Q4 2023 |
 CRWD | $27.9M | 0.24% | 0.01% | +5.4% | Q4 2023 |
 PG | $27.4M | 0.23% | 0.01% | +4.2% | Q4 2023 |
 NEE | $27.1M | 0.23% | 0.01% | +19.2% | Q4 2023 |
 VZ | $27.1M | 0.23% | 0.02% | +13.0% | Q4 2023 |
 PANW | $26.5M | 0.23% | 0.01% | -11.9% | Q4 2023 |
 VYM | $26.4M | 0.22% | Not reported | +2.0% | Q4 2023 |
 DELL | $25.9M | 0.22% | 0.01% | +39.5% | Q1 2024 |
 AMAT | $25.7M | 0.22% | 0.00% | +60.0% | Q4 2023 |
 ORCL | $25.6M | 0.22% | 0.01% | +9.0% | Q4 2023 |
 CB | $24.7M | 0.21% | 0.02% | +1.8% | Q4 2023 |
 PLTR | $23.5M | 0.20% | 0.01% | +1.5% | Q4 2023 |
 MA | $22.3M | 0.19% | 0.00% | +8.4% | Q4 2023 |
 FEAC | $22.3M | 0.19% | Not reported | New | Q2 2026 |
 MCD | $21.7M | 0.19% | 0.01% | +15.1% | Q4 2023 |
 MPC | $21.5M | 0.18% | 0.03% | +5.6% | Q4 2023 |
| Q1 2026 | |||||
| AAPL | $267M | 2.90% | 0.01% | +2.4% | Q4 2023 |
| NVDA | $239M | 2.60% | 0.01% | -0.6% | Q4 2023 |
| MSFT | $215M | 2.34% | 0.01% | +3.5% | Q4 2023 |
| AMZN | $137M | 1.49% | 0.01% | +1.6% | Q4 2023 |
| SPY | $124M | 1.35% | Not reported | -22.3% | Q4 2023 |
| GOOGL | $109M | 1.18% | 0.00% | -1.7% | Q4 2023 |
| GLD | $106M | 1.16% | 0.07% | +77.7% | Q4 2023 |
| AVGO | $84.5M | 0.92% | 0.01% | +5.7% | Q4 2023 |
| QQQ | $81.6M | 0.89% | Not reported | -25.5% | Q4 2023 |
| WMT | $80.1M | 0.87% | 0.01% | -3.6% | Q4 2023 |
| GOOG | $75.2M | 0.82% | Not reported | -5.8% | Q4 2023 |
| META | $73.2M | 0.80% | Not reported | -4.3% | Q4 2023 |
| JPM | $71.4M | 0.78% | 0.01% | +2.6% | Q4 2023 |
| JNJ | $48.1M | 0.52% | 0.01% | -4.6% | Q4 2023 |
 XOM | $48.1M | 0.52% | 0.01% | +2.8% | Q4 2023 |
| BRK.B | $41.2M | 0.45% | Not reported | -11.0% | Q4 2023 |
| BAC | $40.8M | 0.44% | 0.01% | +2.1% | Q4 2023 |
| HD | $40.7M | 0.44% | 0.01% | +3.0% | Q4 2023 |
| MU | $40.2M | 0.44% | 0.01% | -22.3% | Q4 2023 |
| LLY | $39.4M | 0.43% | 0.00% | +6.0% | Q4 2023 |
| SMH | $34M | 0.37% | Not reported | -6.9% | Q4 2023 |
| ABBV | $33.9M | 0.37% | 0.01% | -0.9% | Q4 2023 |
| CVX | $33.6M | 0.37% | 0.01% | +10.3% | Q4 2023 |
| IAU | $31.1M | 0.34% | 0.04% | -86.1% | Q4 2023 |
| MRK | $30.6M | 0.33% | 0.01% | +8.9% | Q4 2023 |
| TSLA | $30.3M | 0.33% | 0.00% | -2.7% | Q4 2023 |
| V | $29.7M | 0.32% | 0.01% | -10.0% | Q4 2023 |
| PLTR | $29.1M | 0.32% | 0.01% | +2.2% | Q4 2023 |
| KO | $29M | 0.32% | 0.01% | +8.5% | Q4 2023 |
| CAT | $28.9M | 0.31% | 0.01% | +7.9% | Q4 2023 |
| CSCO | $28.6M | 0.31% | 0.01% | +2.3% | Q4 2023 |
| VZ | $28.4M | 0.31% | 0.01% | +7.0% | Q4 2023 |
| PG | $25.9M | 0.28% | 0.01% | +9.8% | Q4 2023 |
| VYM | $24.2M | 0.26% | Not reported | -9.5% | Q4 2023 |
| NEE | $24M | 0.26% | 0.01% | +16.0% | Q4 2023 |
| ORCL | $23.6M | 0.26% | 0.01% | -3.3% | Q4 2023 |
| CB | $23.2M | 0.25% | 0.02% | +5.1% | Q4 2023 |
| GS | $21.8M | 0.24% | 0.01% | -13.0% | Q4 2023 |
| MCD | $21.7M | 0.24% | 0.01% | +7.4% | Q4 2023 |
 NFLX | $21.5M | 0.23% | 0.01% | -3.1% | Q4 2023 |
 CME | $21.3M | 0.23% | 0.02% | +5.2% | Q4 2023 |
 UBER | $20.1M | 0.22% | 0.01% | +11.2% | Q4 2023 |
| MA | $20M | 0.22% | 0.00% | +11.3% | Q4 2023 |
 COST | $19.7M | 0.21% | 0.00% | -6.9% | Q4 2023 |
| IBM | $19.5M | 0.21% | 0.01% | -3.7% | Q4 2023 |
| MPC | $19.5M | 0.21% | 0.03% | +9.6% | Q4 2023 |
| GEV | $18.5M | 0.20% | 0.01% | +7.0% | Q2 2024 |
 PEP | $18M | 0.20% | 0.01% | +2.2% | Q4 2023 |
| SPTS | $18M | 0.20% | Not reported | +4.9% | Q2 2024 |
| AMD | $17.8M | 0.19% | 0.01% | -6.2% | Q4 2023 |
| Q4 2025 | |||||
| AAPL | $279M | 3.18% | 0.01% | +48.4% | Q4 2023 |
| MSFT | $271M | 3.09% | 0.01% | +31.0% | Q4 2023 |
| NVDA | $257M | 2.93% | 0.01% | +79.5% | Q4 2023 |
| IAU | $206M | 2.34% | 0.31% | +381.5% | Q4 2023 |
| SPY | $167M | 1.90% | Not reported | +17.4% | Q4 2023 |
| AMZN | $149M | 1.70% | 0.01% | +54.9% | Q4 2023 |
| GOOGL | $120M | 1.37% | 0.00% | +64.8% | Q4 2023 |
| QQQ | $117M | 1.33% | Not reported | +22.1% | Q4 2023 |
| AVGO | $89.4M | 1.02% | 0.01% | +83.9% | Q4 2023 |
| META | $88.2M | 1.00% | Not reported | +121.3% | Q4 2023 |
| GOOG | $87.3M | 0.99% | Not reported | +94.0% | Q4 2023 |
| JPM | $76.3M | 0.87% | 0.01% | +78.8% | Q4 2023 |
| WMT | $74.4M | 0.85% | 0.01% | +75.5% | Q4 2023 |
| GLD | $55.2M | 0.63% | 0.04% | +6.9% | Q4 2023 |
| BRK.B | $48.6M | 0.55% | Not reported | +21.5% | Q4 2023 |
| BAC | $45.1M | 0.51% | 0.01% | +117.6% | Q4 2023 |
| MU | $43.6M | 0.50% | 0.01% | +603.2% | Q4 2023 |
| LLY | $43.4M | 0.49% | 0.00% | +39.6% | Q4 2023 |
| JNJ | $42.7M | 0.49% | 0.01% | +71.3% | Q4 2023 |
| HD | $41.3M | 0.47% | 0.01% | +73.2% | Q4 2023 |
| V | $38.3M | 0.44% | 0.01% | +44.0% | Q4 2023 |
| TSLA | $37.7M | 0.43% | 0.00% | +26.4% | Q4 2023 |
| ABBV | $36M | 0.41% | 0.01% | +40.5% | Q4 2023 |
| PLTR | $34.5M | 0.39% | 0.01% | -1.6% | Q4 2023 |
| SMH | $34.3M | 0.39% | Not reported | +117.9% | Q4 2023 |
| XOM | $33.2M | 0.38% | 0.01% | +21.0% | Q4 2023 |
| ORCL | $32.3M | 0.37% | 0.01% | +52.9% | Q4 2023 |
| CSCO | $27.8M | 0.32% | 0.01% | +64.9% | Q4 2023 |
| GS | $26M | 0.30% | 0.01% | +121.5% | Q4 2023 |
| VYM | $25.9M | 0.30% | Not reported | +9.2% | Q4 2023 |
| IBM | $24.7M | 0.28% | 0.01% | +50.2% | Q4 2023 |
| MRK | $24.6M | 0.28% | 0.01% | +143.7% | Q4 2023 |
| KO | $24.6M | 0.28% | 0.01% | +53.8% | Q4 2023 |
| PG | $23.4M | 0.27% | 0.01% | +33.0% | Q4 2023 |
| CVX | $22.5M | 0.26% | 0.01% | +21.8% | Q4 2023 |
| NFLX | $21.6M | 0.25% | 0.01% | +33.8% | Q4 2023 |
| CAT | $21.6M | 0.25% | 0.01% | +61.9% | Q4 2023 |
| VZ | $21.5M | 0.25% | 0.01% | +110.4% | Q4 2023 |
| CB | $21.2M | 0.24% | 0.02% | +184.0% | Q4 2023 |
 RTX | $20.7M | 0.24% | 0.01% | +54.7% | Q4 2023 |
 GE | $20.6M | 0.23% | 0.01% | +70.3% | Q4 2023 |
| UBER | $20.5M | 0.23% | 0.01% | +114.6% | Q4 2023 |
| MA | $20.5M | 0.23% | 0.00% | +49.5% | Q4 2023 |
| AMD | $19.9M | 0.23% | 0.01% | +103.6% | Q4 2023 |
| MCD | $19.9M | 0.23% | 0.01% | +60.1% | Q4 2023 |
 FVD | $19.3M | 0.22% | Not reported | +2.3% | Q4 2023 |
| CME | $18.7M | 0.21% | 0.02% | +460.9% | Q4 2023 |
| DIA | $18.7M | 0.21% | Not reported | +6.2% | Q4 2023 |
| COST | $18.3M | 0.21% | 0.00% | +16.0% | Q4 2023 |
| BRK.A | $18.1M | 0.21% | Not reported | Not reported | Q4 2023 |
| Q3 2025 | |||||
| MSFT | $222M | 3.81% | 0.01% | +3.7% | Q4 2023 |
| AAPL | $175M | 3.00% | 0.00% | +5.6% | Q4 2023 |
| NVDA | $143M | 2.46% | 0.00% | +7.6% | Q4 2023 |
| SPY | $139M | 2.39% | Not reported | +2.7% | Q4 2023 |
| QQQ | $93.3M | 1.60% | Not reported | -0.6% | Q4 2023 |
| AMZN | $91.6M | 1.57% | 0.00% | -4.8% | Q4 2023 |
| GOOGL | $56.6M | 0.97% | 0.00% | +2.8% | Q4 2023 |
| AVGO | $46.3M | 0.79% | 0.00% | +1.2% | Q4 2023 |
| GLD | $46.3M | 0.79% | 0.04% | -3.3% | Q4 2023 |
| META | $44.4M | 0.76% | Not reported | +1.5% | Q4 2023 |
| JPM | $41.8M | 0.72% | 0.00% | -1.0% | Q4 2023 |
| BRK.B | $40M | 0.69% | Not reported | -4.6% | Q4 2023 |
| WMT | $39.2M | 0.67% | 0.00% | -3.5% | Q4 2023 |
| IAU | $38.3M | 0.66% | 0.07% | +447.4% | Q4 2023 |
| PLTR | $36M | 0.62% | 0.01% | +6.1% | Q4 2023 |
| GOOG | $34.9M | 0.60% | Not reported | +2.2% | Q4 2023 |
| ORCL | $30.5M | 0.52% | 0.00% | +4.0% | Q4 2023 |
| TSLA | $29.4M | 0.50% | 0.00% | -0.4% | Q4 2023 |
| HD | $28.1M | 0.48% | 0.01% | +0.1% | Q4 2023 |
| ABBV | $26M | 0.45% | 0.01% | +10.0% | Q4 2023 |
| V | $25.9M | 0.44% | 0.00% | -1.3% | Q4 2023 |
| XOM | $25.7M | 0.44% | 0.01% | +1.6% | Q4 2023 |
| VYM | $23.3M | 0.40% | Not reported | +6.8% | Q4 2023 |
| JNJ | $22.3M | 0.38% | 0.01% | -1.4% | Q4 2023 |
| LLY | $22.1M | 0.38% | 0.00% | -1.5% | Q4 2023 |
| NFLX | $20.7M | 0.35% | 0.00% | -2.6% | Q4 2023 |
| BAC | $19.4M | 0.33% | 0.01% | +7.6% | Q4 2023 |
| FVD | $18.9M | 0.32% | Not reported | -3.5% | Q4 2023 |
| PG | $18.9M | 0.32% | 0.01% | -2.1% | Q4 2023 |
| CVX | $18.8M | 0.32% | 0.01% | -0.6% | Q4 2023 |
| BRK.A | $18.1M | 0.31% | Not reported | +4.4% | Q4 2023 |
| COST | $17M | 0.29% | 0.00% | -5.0% | Q4 2023 |
| DIA | $16.9M | 0.29% | Not reported | -2.1% | Q4 2023 |
| IBM | $15.7M | 0.27% | 0.01% | +12.1% | Q4 2023 |
| KO | $15.1M | 0.26% | 0.01% | +1.8% | Q4 2023 |
| CSCO | $15M | 0.26% | 0.01% | +1.9% | Q4 2023 |
| SMH | $14.3M | 0.24% | Not reported | -14.4% | Q4 2023 |
| MA | $13.7M | 0.23% | 0.00% | +0.4% | Q4 2023 |
| PEP | $13.2M | 0.23% | 0.01% | -2.4% | Q4 2023 |
| NEE | $12.5M | 0.21% | 0.01% | +11.3% | Q4 2023 |
| MCD | $12.4M | 0.21% | 0.01% | +0.5% | Q4 2023 |
 BSVN | $12.4M | 0.21% | 1.66% | -8.9% | Q4 2023 |
| RTX | $12.2M | 0.21% | 0.01% | +5.3% | Q4 2023 |
| GE | $11.7M | 0.20% | 0.00% | +1.2% | Q4 2023 |
| UBER | $11.5M | 0.20% | 0.01% | +4.1% | Q4 2023 |
 LOW | $11.2M | 0.19% | 0.01% | +3.0% | Q4 2023 |
| CAT | $11.1M | 0.19% | 0.01% | +1.2% | Q4 2023 |
| PANW | $11.1M | 0.19% | 0.01% | +23.2% | Q4 2023 |
| VZ | $11M | 0.19% | 0.01% | +0.4% | Q4 2023 |
 ADP | $10.9M | 0.19% | 0.01% | -1.8% | Q4 2023 |