CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SEMR | 21K | $146.34K |
 | NCLH | 20K | $496.91K |
 | VLY | 20K | $213.43K |
 | ZTS | 20K | $2.92M |
 | FI | 20K | $2.57M |
 | SCHW | 20K | $1.89M |
 | AHR | 20K | $830.33K |
 | WELL | 20K | $3.47M |
 | CLX | 19K | $2.40M |
 | AWK | 19K | $2.68M |
 | APH | 19K | $2.37M |
 | GD | 19K | $6.53M |
 | SE | 19K | $3.42M |
 | AG | 19K | $234.97K |
 | BKSY | 19K | $383.70K |
 | KHC | 19K | $489.79K |
 | LNC | 19K | $749.06K |
 | COST | 18K | $16.96M |
 | RKLB | 18K | $870.88K |
 | TME | 18K | $420.12K |
Semrush Holdings, Inc.
SEMR
Shares Held
21K
Value
$146.34K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
20K
Value
$496.91K
Valley National Bancorp
VLY
Shares Held
20K
Value
$213.43K
Zoetis Inc.
ZTS
Shares Held
20K
Value
$2.92M
Fiserv, Inc.
FI
Shares Held
20K
Value
$2.57M
The Charles Schwab Corporation
SCHW
Shares Held
20K
Value
$1.89M
American Healthcare REIT, Inc.
AHR
Shares Held
20K
Value
$830.33K
Welltower Inc.
WELL
Shares Held
20K
Value
$3.47M
The Clorox Company
CLX
Shares Held
19K
Value
$2.40M
American Water Works Company, Inc.
AWK
Shares Held
19K
Value
$2.68M
Amphenol Corporation
APH
Shares Held
19K
Value
$2.37M
General Dynamics Corporation
GD
Shares Held
19K
Value
$6.53M
Sea Limited
SE
Shares Held
19K
Value
$3.42M
First Majestic Silver Corp.
AG
Shares Held
19K
Value
$234.97K
BlackSky Technology Inc.
BKSY
Shares Held
19K
Value
$383.70K
The Kraft Heinz Company
KHC
Shares Held
19K
Value
$489.79K
Lincoln National Corporation
LNC
Shares Held
19K
Value
$749.06K
Costco Wholesale Corporation
COST
Shares Held
18K
Value
$16.96M
Rocket Lab USA, Inc.
RKLB
Shares Held
18K
Value
$870.88K
Tencent Music Entertainment Group
TME
Shares Held
18K
Value
$420.12K