CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MMM | 26K | $4.01M |
 | SYY | 26K | $2.13M |
 | UNH | 26K | $8.86M |
 | BK | 26K | $2.79M |
 | UNM | 26K | $1.99M |
 | ADI | 25K | $6.23M |
 | CTVA | 25K | $1.71M |
 | PAYX | 25K | $3.16M |
 | LUNR | 25K | $259.26K |
 | SMCI | 24K | $1.15M |
 | MA | 24K | $13.67M |
 | ALT | 24K | $90.51K |
 | LYG | 24K | $108.75K |
 | FHN | 24K | $540.96K |
 | EXEL | 24K | $987.44K |
 | CB | 24K | $6.74M |
 | MASS | 23K | $205.60K |
 | CAT | 23K | $11.12M |
 | FSK | 23K | $347.25K |
 | O | 23K | $1.41M |
3M Company
MMM
Shares Held
26K
Value
$4.01M
Sysco Corporation
SYY
Shares Held
26K
Value
$2.13M
UnitedHealth Group Incorporated
UNH
Shares Held
26K
Value
$8.86M
The Bank of New York Mellon Corporation
BK
Shares Held
26K
Value
$2.79M
Unum Group
UNM
Shares Held
26K
Value
$1.99M
Analog Devices, Inc.
ADI
Shares Held
25K
Value
$6.23M
Corteva, Inc.
CTVA
Shares Held
25K
Value
$1.71M
Paychex, Inc.
PAYX
Shares Held
25K
Value
$3.16M
Intuitive Machines, Inc.
LUNR
Shares Held
25K
Value
$259.26K
Super Micro Computer, Inc.
SMCI
Shares Held
24K
Value
$1.15M
Mastercard Incorporated
MA
Shares Held
24K
Value
$13.67M
Altimmune, Inc.
ALT
Shares Held
24K
Value
$90.51K
Lloyds Banking Group plc
LYG
Shares Held
24K
Value
$108.75K
First Horizon Corporation
FHN
Shares Held
24K
Value
$540.96K
Exelixis, Inc.
EXEL
Shares Held
24K
Value
$987.44K
Chubb Limited
CB
Shares Held
24K
Value
$6.74M
908 Devices Inc.
MASS
Shares Held
23K
Value
$205.60K
Caterpillar Inc.
CAT
Shares Held
23K
Value
$11.12M
FS KKR Capital Corp.
FSK
Shares Held
23K
Value
$347.25K
Realty Income Corporation
O
Shares Held
23K
Value
$1.41M