CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.38M | $256.86M |
 | AAPL | 1.04M | $278.91M |
 | BAC | 819K | $45.05M |
 | WMT | 668K | $74.44M |
 | AMZN | 646K | $149.08M |
 | MSFT | 561K | $271.37M |
 | VZ | 528K | $21.52M |
 | T | 447K | $11.11M |
 | TRC | 447K | $7.04M |
 | PFE | 432K | $10.75M |
 | GOOGL | 384K | $120.21M |
 | CSCO | 361K | $27.78M |
 | KO | 351K | $24.56M |
 | ET | 333K | $5.50M |
 | CORZ | 310K | $4.51M |
 | CCL | 308K | $9.42M |
 | VKTX | 281K | $9.89M |
 | GOOG | 278K | $87.30M |
 | XOM | 276K | $33.17M |
 | F | 269K | $3.02M |
NVIDIA Corporation
NVDA
Shares Held
1.38M
Value
$256.86M
Apple Inc.
AAPL
Shares Held
1.04M
Value
$278.91M
Bank of America Corporation
BAC
Shares Held
819K
Value
$45.05M
Walmart Inc.
WMT
Shares Held
668K
Value
$74.44M
Amazon.com, Inc.
AMZN
Shares Held
646K
Value
$149.08M
Microsoft Corporation
MSFT
Shares Held
561K
Value
$271.37M
Verizon Communications Inc.
VZ
Shares Held
528K
Value
$21.52M
AT&T Inc.
T
Shares Held
447K
Value
$11.11M
Tejon Ranch Co.
TRC
Shares Held
447K
Value
$7.04M
Pfizer Inc.
PFE
Shares Held
432K
Value
$10.75M
Alphabet Inc.
GOOGL
Shares Held
384K
Value
$120.21M
Cisco Systems, Inc.
CSCO
Shares Held
361K
Value
$27.78M
The Coca-Cola Company
KO
Shares Held
351K
Value
$24.56M
Energy Transfer LP
ET
Shares Held
333K
Value
$5.50M
Core Scientific, Inc.
CORZ
Shares Held
310K
Value
$4.51M
Carnival Corporation & plc
CCL
Shares Held
308K
Value
$9.42M
Viking Therapeutics, Inc.
VKTX
Shares Held
281K
Value
$9.89M
Alphabet Inc.
GOOG
Shares Held
278K
Value
$87.30M
Exxon Mobil Corporation
XOM
Shares Held
276K
Value
$33.17M
Ford Motor Company
F
Shares Held
269K
Value
$3.02M