Institutional manager
Concurrent Investment Advisors, LLC
Holds positions in 446 of the S&P 500, worth $3.67bn as reported for the quarter ended 31-mar-2026.
Positions held446of 488 index companies covered
Reported value$3.67bnS&P 500 positions only
Top ten weight38%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 446 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.1m$267mInformation TechnologyNvidiaNVDA1.4m$239mInformation TechnologyMicrosoftMSFT580,993$215mInformation TechnologyAlphabet Inc. (Class A)GOOGL639,845$184mCommunication ServicesAmazonAMZN656,416$137mConsumer DiscretionaryBroadcomAVGO272,962$84mInformation TechnologyWalmartWMT644,183$80mConsumer StaplesMeta PlatformsMETA127,924$73mCommunication ServicesJPMorgan ChaseJPM242,746$71mFinancialsBerkshire HathawayBRK.B85,955$58mFinancialsJohnson & JohnsonJNJ196,768$48mHealth CareExxonMobilXOM283,419$48mEnergyBank of AmericaBAC835,971$41mFinancialsHome Depot (The)HD123,616$41mConsumer DiscretionaryMicron TechnologyMU118,898$40mInformation TechnologyLilly (Eli)LLY42,833$39mHealth CareAbbVieABBV156,097$34mHealth CareChevron CorporationCVX162,632$34mEnergyMerck & Co.MRK254,138$31mHealth CareTesla, Inc.TSLA82,147$30mConsumer DiscretionaryVisa Inc.V98,298$30mFinancialsPalantir TechnologiesPLTR198,702$29mInformation TechnologyCoca-Cola Company (The)KO381,189$29mConsumer StaplesCaterpillar Inc.CAT40,732$29mIndustrialsCiscoCSCO368,916$29mInformation TechnologyVerizonVZ565,661$28mCommunication ServicesProcter & GamblePG179,251$26mConsumer StaplesNextEra EnergyNEE258,870$24mUtilitiesOracle CorporationORCL160,097$24mInformation TechnologyChubb LimitedCB71,317$23mFinancialsGoldman SachsGS25,740$22mFinancialsMcDonald'sMCD69,922$22mConsumer DiscretionaryNetflixNFLX223,668$22mCommunication ServicesCME GroupCME71,999$21mFinancialsUberUBER279,558$20mIndustrialsMastercardMA39,983$20mFinancialsCostcoCOST19,792$20mConsumer StaplesIBMIBM80,414$19mInformation TechnologyMarathon PetroleumMPC79,694$19mEnergyGE VernovaGEV21,179$18mIndustrialsPepsiCoPEP115,844$18mConsumer StaplesAdvanced Micro DevicesAMD87,296$18mInformation TechnologyRTX CorporationRTX91,707$18mIndustrialsLam ResearchLRCX82,201$18mInformation TechnologyJohnson ControlsJCI124,526$16mIndustrialsAmgenAMGN43,060$15mHealth CareTJX CompaniesTJX92,059$15mConsumer DiscretionaryOneokOKE162,449$15mEnergyGE AerospaceGE51,309$14mIndustrialsEaton CorporationETN40,098$14mIndustrialsL3HarrisLHX41,079$14mIndustrialsTruist FinancialTFC307,570$14mFinancialsPalo Alto NetworksPANW88,161$14mInformation TechnologyBlackstone Inc.BX120,926$14mFinancialsUnited RentalsURI18,986$14mIndustrialsCrowdStrikeCRWD34,654$14mInformation TechnologyBoeingBA66,646$13mIndustrialsPfizerPFE470,416$13mHealth CareTaiwan Semiconductor ManufacturingTSM38,683$13mHoneywell TechnologiesHON57,288$13mIndustrials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.