CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKT | 12K | $239.74K |
 | XEL | 12K | $993.11K |
 | NSC | 12K | $3.69M |
 | BCSF | 12K | $174.78K |
 | TT | 12K | $5.15M |
 | CME | 12K | $3.30M |
 | TDOC | 12K | $94.18K |
 | RGTI | 12K | $361.45K |
 | EXC | 12K | $543.59K |
 | CRWV | 12K | $1.63M |
 | EOG | 12K | $1.33M |
 | TMUS | 12K | $2.81M |
 | KEYS | 12K | $2.04M |
 | AIG | 12K | $910.67K |
 | XYZ | 12K | $833.67K |
 | BRO | 12K | $1.08M |
 | TAVI | 12K | $119.03K |
 | AAM | 12K | $120.98K |
 | ISRG | 11K | $5.14M |
 | BR | 11K | $2.68M |
Rocket Companies, Inc.
RKT
Shares Held
12K
Value
$239.74K
Xcel Energy Inc.
XEL
Shares Held
12K
Value
$993.11K
Norfolk Southern Corporation
NSC
Shares Held
12K
Value
$3.69M
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
12K
Value
$174.78K
Trane Technologies plc
TT
Shares Held
12K
Value
$5.15M
CME Group Inc.
CME
Shares Held
12K
Value
$3.30M
Teladoc Health, Inc.
TDOC
Shares Held
12K
Value
$94.18K
Rigetti Computing, Inc.
RGTI
Shares Held
12K
Value
$361.45K
Exelon Corporation
EXC
Shares Held
12K
Value
$543.59K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
12K
Value
$1.63M
EOG Resources, Inc.
EOG
Shares Held
12K
Value
$1.33M
T-Mobile US, Inc.
TMUS
Shares Held
12K
Value
$2.81M
Keysight Technologies, Inc.
KEYS
Shares Held
12K
Value
$2.04M
American International Group, Inc.
AIG
Shares Held
12K
Value
$910.67K
Block, Inc.
XYZ
Shares Held
12K
Value
$833.67K
Brown & Brown, Inc.
BRO
Shares Held
12K
Value
$1.08M
Tavia Acquisition Corp.
TAVI
Shares Held
12K
Value
$119.03K
AA Mission Acquisition Corp.
AAM
Shares Held
12K
Value
$120.98K
Intuitive Surgical, Inc.
ISRG
Shares Held
11K
Value
$5.14M
Broadridge Financial Solutions, Inc.
BR
Shares Held
11K
Value
$2.68M