CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.37M | $238.71M |
 | AAPL | 1.07M | $266.84M |
 | BAC | 836K | $40.75M |
 | AMZN | 656K | $136.71M |
 | WMT | 644K | $80.06M |
 | MSFT | 581K | $215.07M |
 | VZ | 566K | $28.40M |
 | PFE | 470K | $13.21M |
 | TRC | 448K | $8.44M |
 | KO | 381K | $28.99M |
 | GOOGL | 378K | $108.61M |
 | T | 375K | $10.87M |
 | CSCO | 369K | $28.62M |
 | CORZ | 363K | $5.43M |
 | VKTX | 348K | $11.32M |
 | ET | 346K | $6.67M |
 | CCL | 319K | $8.26M |
 | TFC | 308K | $14.14M |
 | ONDS | 297K | $2.68M |
 | XOM | 283K | $48.08M |
NVIDIA Corporation
NVDA
Shares Held
1.37M
Value
$238.71M
Apple Inc.
AAPL
Shares Held
1.07M
Value
$266.84M
Bank of America Corporation
BAC
Shares Held
836K
Value
$40.75M
Amazon.com, Inc.
AMZN
Shares Held
656K
Value
$136.71M
Walmart Inc.
WMT
Shares Held
644K
Value
$80.06M
Microsoft Corporation
MSFT
Shares Held
581K
Value
$215.07M
Verizon Communications Inc.
VZ
Shares Held
566K
Value
$28.40M
Pfizer Inc.
PFE
Shares Held
470K
Value
$13.21M
Tejon Ranch Co.
TRC
Shares Held
448K
Value
$8.44M
The Coca-Cola Company
KO
Shares Held
381K
Value
$28.99M
Alphabet Inc.
GOOGL
Shares Held
378K
Value
$108.61M
AT&T Inc.
T
Shares Held
375K
Value
$10.87M
Cisco Systems, Inc.
CSCO
Shares Held
369K
Value
$28.62M
Core Scientific, Inc.
CORZ
Shares Held
363K
Value
$5.43M
Viking Therapeutics, Inc.
VKTX
Shares Held
348K
Value
$11.32M
Energy Transfer LP
ET
Shares Held
346K
Value
$6.67M
Carnival Corporation & plc
CCL
Shares Held
319K
Value
$8.26M
Truist Financial Corporation
TFC
Shares Held
308K
Value
$14.14M
Ondas Holdings Inc.
ONDS
Shares Held
297K
Value
$2.68M
Exxon Mobil Corporation
XOM
Shares Held
283K
Value
$48.08M