CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SONY | 11K | $321.94K |
 | EVER | 11K | $255.50K |
 | UBS | 11K | $457.70K |
 | NHICU | 11K | $113.00K |
 | SMR | 11K | $398.00K |
 | PUK | 11K | $309.09K |
 | OS | 11K | $202.91K |
 | NVS | 11K | $1.39M |
 | NGVT | 11K | $595.78K |
 | VIRT | 11K | $383.02K |
 | AMAT | 11K | $2.20M |
 | STAG | 11K | $379.55K |
 | SPGI | 11K | $5.23M |
 | IBKR | 11K | $738.12K |
 | LEN | 11K | $1.35M |
 | CTAS | 11K | $2.19M |
 | ETR | 11K | $993.07K |
 | BEN | 11K | $243.99K |
 | IVT | 10K | $299.58K |
 | VOD | 10K | $120.98K |
Sony Group Corporation
SONY
Shares Held
11K
Value
$321.94K
EverQuote, Inc.
EVER
Shares Held
11K
Value
$255.50K
UBS Group AG
UBS
Shares Held
11K
Value
$457.70K
NewHold Investment Corp III
NHICU
Shares Held
11K
Value
$113.00K
NuScale Power Corporation
SMR
Shares Held
11K
Value
$398.00K
Prudential plc
PUK
Shares Held
11K
Value
$309.09K
OneStream, Inc. Class A Common Stock
OS
Shares Held
11K
Value
$202.91K
Novartis AG
NVS
Shares Held
11K
Value
$1.39M
Ingevity Corporation
NGVT
Shares Held
11K
Value
$595.78K
Virtu Financial, Inc.
VIRT
Shares Held
11K
Value
$383.02K
Applied Materials, Inc.
AMAT
Shares Held
11K
Value
$2.20M
STAG Industrial, Inc.
STAG
Shares Held
11K
Value
$379.55K
S&P Global Inc.
SPGI
Shares Held
11K
Value
$5.23M
Interactive Brokers Group, Inc.
IBKR
Shares Held
11K
Value
$738.12K
Lennar Corporation
LEN
Shares Held
11K
Value
$1.35M
Cintas Corporation
CTAS
Shares Held
11K
Value
$2.19M
Entergy Corporation
ETR
Shares Held
11K
Value
$993.07K
Franklin Resources, Inc.
BEN
Shares Held
11K
Value
$243.99K
InvenTrust Properties Corp.
IVT
Shares Held
10K
Value
$299.58K
Vodafone Group Public Limited Company
VOD
Shares Held
10K
Value
$120.98K