Institutional Fund
Concurrent Investment Advisors, LLC
Tampa, FLCIK 20010155 filings on record
Portfolio Value
$9.16B
Q1 2026
Holdings
1,851
Reported positions
New Buys
251
Opened this quarter
QoQ Change
+4.8%
from $8.74B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.9%
- Nvidia Corporation2.6%
- Microsoft Corp2.3%
- Vanguard Index Fds2.2%
- Spdr Series Trust1.7%
- First Tr Exchange-Traded Fd1.7%
- Other86.5%
Portfolio Holdings
1,851 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.07M | $266.84M | 2.9% | +25.5K | Added |
| 2 | Nvidia Corporation | 1.37M | $238.71M | 2.6% | −8.6K | Reduced |
| 3 | Microsoft Corp | 581.0K | $215.07M | 2.3% | +19.9K | Added |
| 4 | Vanguard Index Fds | 344.1K | $205.63M | 2.2% | +56.5K | Added |
| 5 | Spdr Series Trust | 1.70M | $155.56M | 1.7% | +1.48M | Added |
| 6 | First Tr Exchange-Traded Fd | 2.59M | $154.88M | 1.7% | +2.53M | Added |
| 7 | Amazon Com Inc | 656.4K | $136.71M | 1.5% | +10.5K | Added |
| 8 | Spdr S&P 500 ETF Tr | 190.6K | $123.96M | 1.4% | −54.7K | Reduced |
| 9 | Alphabet Inc | 377.7K | $108.61M | 1.2% | −6.4K | Reduced |
| 10 | Spdr Gold Tr | 247.2K | $106.38M | 1.2% | +108.1K | Added |
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