Stock Taper 
CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 303.32K | $114.58M |
 Viking Therapeutics, Inc. | VKTX | 306.28K | $11.95M |
 NextEra Energy, Inc. | NEE | 308.51K | $27.08M |
 Carnival Corporation & plc | CCL | 330.49K | $9.44M |
 Cerence Inc. | CRNC | 343.02K | $3.88M |
 Energy Transfer LP | ET | 360.08K | $6.88M |
 Blue Owl Capital Inc. | OWL | 374.83K | $3.28M |
 Truist Financial Corporation | TFC | 377.5K | $18.81M |
 AT&T Inc. | T | 399.88K | $8.28M |
 Core Scientific, Inc. | CORZ | 401.35K | $10.27M |
 The Coca-Cola Company | KO | 420.73K | $34.19M |
 KeyCorp | KEY | 435.81K | $10.05M |
 Alphabet Inc. | GOOGL | 437.58K | $156.38M |
 Tejon Ranch Co. | TRC | 448.68K | $8.39M |
 Cisco Systems, Inc. | CSCO | 462.81K | $54.36M |
 Walmart Inc. | WMT | 638.92K | $72.36M |
 Verizon Communications Inc. | VZ | 639.28K | $27.07M |
 Microsoft Corporation | MSFT | 644.82K | $240.53M |
 Amazon.com, Inc. | AMZN | 720.98K | $171.84M |
 Pfizer Inc. | PFE | 891.77K | $21.47M |