Institutional manager
Concurrent Investment Advisors, LLC
Holds positions in 431 of the S&P 500, worth $4.38bn as reported for the quarter ended 31-mar-2026.
Positions held431of 488 index companies covered
Reported value$4.38bnS&P 500 positions only
Top ten weight47%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 431 held. The rest are smaller than every one of these.
State Street CorporationSTT8.0m$695mFinancialsApple Inc.AAPL1.1m$267mInformation TechnologyNvidiaNVDA1.4m$239mInformation TechnologyMicrosoftMSFT580,993$215mInformation TechnologyAlphabet Inc. (Class A)GOOGL639,845$184mCommunication ServicesAmazonAMZN656,416$137mConsumer DiscretionaryBroadcomAVGO272,962$84mInformation TechnologyInvescoIVZ141,451$82mFinancialsWalmartWMT644,183$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 TechnologyGoldman SachsGS121,734$29mFinancialsVerizonVZ565,661$28mCommunication ServicesProcter & GamblePG179,251$26mConsumer StaplesNextEra EnergyNEE258,870$24mUtilitiesOracle CorporationORCL160,097$24mInformation TechnologyChubb LimitedCB71,317$23mFinancialsMcDonald'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 Care
What this page is not
Positions in S&P 500 constituents only, 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.