Concurrent Investment Advisors, LLC: 13F holdings
CIK 20010152026Q2
| Positions | 2,027 |
|---|---|
| Reported value | $11.7bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 543,613 | $373.4m | 3.2% |
| AAPL APPLE INC | 1,133,468 | $323.4m | 2.8% |
| NVDA NVIDIA CORPORATION | 1,463,389 | $292.8m | 2.5% |
| MSFT MICROSOFT CORP | 644,821 | $240.5m | 2.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 234,947 | $175.5m | 1.5% |
| AMZN AMAZON COM INC | 720,984 | $171.8m | 1.5% |
| GOOGL ALPHABET INC | 437,581 | $156.4m | 1.3% |
| QQQ INVESCO QQQ TR | 203,613 | $149.9m | 1.3% |
| IVV ISHARES TR | 199,808 | $149.6m | 1.3% |
| AVGO BROADCOM INC | 303,319 | $114.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2001015")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.