Concurrent Investment Advisors, LLC
Annual return '25
+18.6%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$9.2B
Holdings
1,849
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Increased +100.0% (17.4k → 34.8k shares)
3.0%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 80.8% (2.30M → 442.4k shares)
2.6%
03
$MSFT
MICROSOFT CORP
Q4 2025: Sold 49.3% (428.5k → 217.1k shares)
2.4%
04
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 84.3% (246.8k → 38.8k shares)
2.2%
05
$BIL
SPDR SERIES TRUST
Q4 2025: Increased +15.8% (316.9k → 366.9k shares)
1.7%
06
$FTSM
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Increased +94.8% (18.2k → 35.5k shares)
1.7%
07
$AMZN
AMAZON COM INC
Q4 2025: Increased +583791.0% (200 → 1.17M shares)
1.5%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 98.6% (418.0k → 6.0k shares)
1.4%
09
$GOOGL
ALPHABET INC
Q4 2025: Increased +116.2% (466.0k → 1.01M shares)
1.2%
10
$GQ9
SPDR GOLD TR
Q4 2025: Sold 94.6% (130.2k → 7.0k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:09 UTC.