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Home > Institutional Investor > Concurrent Investment Advisors, Llc > Profile

Instuitional Investor - Concurrent Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Concurrent Investment Advisors, Llc
Portfolio Value $9,197,402,639
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,067,360 $266,840,887 2.9%
2.
Nvidia Corp
 NVDA 1,368,739 $238,708,204 2.6%
3.
Microsoft Corp
 MSFT 580,993 $215,066,324 2.34%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 344,117 $205,627,320 2.24%
5.
Spdr Series Trust
 1,697,549 $155,563,415 1.69%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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