Stock Taper 
CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MSC Income Fund, Inc. | MSIF | 12.96K | $149.94K |
 DoorDash, Inc. | DASH | 13.03K | $2.4M |
 Seagate Technology Holdings plc | STX | 13.03K | $12.57M |
 Stifel Financial Corp | SF | 13.04K | $909.69K |
 Portland General Electric Company | POR | 13.11K | $679.6K |
 Occidental Petroleum Corporation | OXY | 13.14K | $638.35K |
 Aurora Innovation, Inc. | AUR | 13.21K | $90.11K |
 Franklin Resources, Inc. | BEN | 13.22K | $439.9K |
 CleanSpark, Inc. | CLSK | 13.22K | $192.43K |
 Destiny Tech100 Inc. | DXYZ | 13.26K | $341.63K |
 Corcept Therapeutics Incorporated | CORT | 13.38K | $1.16M |
 D-Wave Quantum Inc. | QBTS | 13.44K | $322.43K |
 STERIS plc | STE | 13.5K | $2.84M |
 Alamos Gold Inc. | AGI | 13.53K | $410.47K |
 Companhia de Saneamento Básico do Estado de São Paulo - SABESP | SBS | 13.61K | $78.65K |
 Lattice Semiconductor Corporation | LSCC | 13.61K | $2.08M |
 Adams Natural Resources Fund Inc | PEO | 13.76K | $340.01K |
 W. P. Carey Inc. | WPC | 13.82K | $987.99K |
 Trane Technologies plc | TT | 13.88K | $6.82M |
 IQVIA Holdings Inc. | IQV | 13.88K | $2.68M |