CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 767K | $143.15M |
 | AAPL | 702K | $174.75M |
 | TRC | 445K | $7.12M |
 | MSFT | 428K | $221.92M |
 | AMZN | 417K | $91.58M |
 | WMT | 381K | $39.24M |
 | BAC | 376K | $19.42M |
 | T | 359K | $10.13M |
 | VZ | 251K | $11.04M |
 | F | 250K | $2.53M |
 | UA | 246K | $1.19M |
 | GOOGL | 233K | $56.64M |
 | KO | 228K | $15.15M |
 | CORZ | 228K | $4.09M |
 | XOM | 228K | $25.69M |
 | OBDC | 227K | $2.90M |
 | CSCO | 219K | $14.96M |
 | ET | 217K | $3.72M |
 | PFE | 212K | $5.40M |
 | PLTR | 198K | $36.05M |
NVIDIA Corporation
NVDA
Shares Held
767K
Value
$143.15M
Apple Inc.
AAPL
Shares Held
702K
Value
$174.75M
Tejon Ranch Co.
TRC
Shares Held
445K
Value
$7.12M
Microsoft Corporation
MSFT
Shares Held
428K
Value
$221.92M
Amazon.com, Inc.
AMZN
Shares Held
417K
Value
$91.58M
Walmart Inc.
WMT
Shares Held
381K
Value
$39.24M
Bank of America Corporation
BAC
Shares Held
376K
Value
$19.42M
AT&T Inc.
T
Shares Held
359K
Value
$10.13M
Verizon Communications Inc.
VZ
Shares Held
251K
Value
$11.04M
Ford Motor Company
F
Shares Held
250K
Value
$2.53M
Under Armour, Inc.
UA
Shares Held
246K
Value
$1.19M
Alphabet Inc.
GOOGL
Shares Held
233K
Value
$56.64M
The Coca-Cola Company
KO
Shares Held
228K
Value
$15.15M
Core Scientific, Inc.
CORZ
Shares Held
228K
Value
$4.09M
Exxon Mobil Corporation
XOM
Shares Held
228K
Value
$25.69M
Blue Owl Capital Corporation
OBDC
Shares Held
227K
Value
$2.90M
Cisco Systems, Inc.
CSCO
Shares Held
219K
Value
$14.96M
Energy Transfer LP
ET
Shares Held
217K
Value
$3.72M
Pfizer Inc.
PFE
Shares Held
212K
Value
$5.40M
Palantir Technologies Inc.
PLTR
Shares Held
198K
Value
$36.05M