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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 $14,460,946,744
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,404,218 $462,320,335 3.2%
2.
Nvidia Corp
 NVDA 1,970,540 $450,031,816 3.11%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 603,593 $423,033,966 2.93%
4.
Microsoft Corp
 MSFT 752,616 $386,017,032 2.67%
5.
Ishares Trust
 IEF 384,008 $294,092,640 2.03%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.