CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FCX | 80K | $3.15M |
 | OKE | 80K | $5.84M |
 | BRK-B | 80K | $39.97M |
 | ENVX | 79K | $786.19K |
 | CMCSA | 78K | $2.46M |
 | RCKT | 76K | $248.07K |
 | V | 76K | $25.88M |
 | TRN | 75K | $2.10M |
 | PTON | 74K | $668.69K |
 | RTX | 73K | $12.23M |
 | ABT | 72K | $9.60M |
 | TJX | 71K | $10.23M |
 | MUR | 70K | $1.99M |
 | ARCC | 69K | $1.42M |
 | HD | 69K | $28.07M |
 | DIS | 69K | $7.93M |
 | DHIL | 68K | $9.47M |
 | WFC | 67K | $5.61M |
 | TSLA | 67K | $29.44M |
 | COP | 66K | $6.21M |
Freeport-McMoRan Inc.
FCX
Shares Held
80K
Value
$3.15M
ONEOK, Inc.
OKE
Shares Held
80K
Value
$5.84M
Berkshire Hathaway Inc.
BRK-B
Shares Held
80K
Value
$39.97M
Enovix Corporation
ENVX
Shares Held
79K
Value
$786.19K
Comcast Corporation
CMCSA
Shares Held
78K
Value
$2.46M
Rocket Pharmaceuticals, Inc.
RCKT
Shares Held
76K
Value
$248.07K
Visa Inc.
V
Shares Held
76K
Value
$25.88M
Trinity Industries, Inc.
TRN
Shares Held
75K
Value
$2.10M
Peloton Interactive, Inc.
PTON
Shares Held
74K
Value
$668.69K
RTX Corporation
RTX
Shares Held
73K
Value
$12.23M
Abbott Laboratories
ABT
Shares Held
72K
Value
$9.60M
The TJX Companies, Inc.
TJX
Shares Held
71K
Value
$10.23M
Murphy Oil Corporation
MUR
Shares Held
70K
Value
$1.99M
Ares Capital Corporation
ARCC
Shares Held
69K
Value
$1.42M
The Home Depot, Inc.
HD
Shares Held
69K
Value
$28.07M
The Walt Disney Company
DIS
Shares Held
69K
Value
$7.93M
Diamond Hill Investment Group, Inc.
DHIL
Shares Held
68K
Value
$9.47M
Wells Fargo & Company
WFC
Shares Held
67K
Value
$5.61M
Tesla, Inc.
TSLA
Shares Held
67K
Value
$29.44M
ConocoPhillips
COP
Shares Held
66K
Value
$6.21M