CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STWD | 186K | $3.60M |
 | HAL | 173K | $4.26M |
 | BROS | 171K | $8.97M |
 | NEE | 166K | $12.52M |
 | TFC | 157K | $7.19M |
 | EPD | 144K | $4.51M |
 | GOOG | 143K | $34.93M |
 | AVGO | 140K | $46.34M |
 | SOFI | 138K | $3.64M |
 | SW | 134K | $5.71M |
 | JPM | 132K | $41.77M |
 | RITM | 128K | $1.46M |
 | KMI | 126K | $3.56M |
 | BSY | 125K | $6.44M |
 | TLRY | 124K | $214.29K |
 | PG | 123K | $18.87M |
 | CVX | 121K | $18.80M |
 | RF | 121K | $3.19M |
 | JNJ | 120K | $22.33M |
 | MO | 120K | $7.95M |
Starwood Property Trust, Inc.
STWD
Shares Held
186K
Value
$3.60M
Halliburton Company
HAL
Shares Held
173K
Value
$4.26M
Dutch Bros Inc.
BROS
Shares Held
171K
Value
$8.97M
NextEra Energy, Inc.
NEE
Shares Held
166K
Value
$12.52M
Truist Financial Corporation
TFC
Shares Held
157K
Value
$7.19M
Enterprise Products Partners L.P.
EPD
Shares Held
144K
Value
$4.51M
Alphabet Inc.
GOOG
Shares Held
143K
Value
$34.93M
Broadcom Inc.
AVGO
Shares Held
140K
Value
$46.34M
SoFi Technologies, Inc.
SOFI
Shares Held
138K
Value
$3.64M
Smurfit Westrock Plc
SW
Shares Held
134K
Value
$5.71M
JPMorgan Chase & Co.
JPM
Shares Held
132K
Value
$41.77M
Rithm Capital Corp.
RITM
Shares Held
128K
Value
$1.46M
Kinder Morgan, Inc.
KMI
Shares Held
126K
Value
$3.56M
Bentley Systems, Incorporated
BSY
Shares Held
125K
Value
$6.44M
Tilray Brands, Inc.
TLRY
Shares Held
124K
Value
$214.29K
The Procter & Gamble Company
PG
Shares Held
123K
Value
$18.87M
Chevron Corporation
CVX
Shares Held
121K
Value
$18.80M
Regions Financial Corporation
RF
Shares Held
121K
Value
$3.19M
Johnson & Johnson
JNJ
Shares Held
120K
Value
$22.33M
Altria Group, Inc.
MO
Shares Held
120K
Value
$7.95M