Stock Taper 
CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 20.14K | $474.94K |
 Hercules Capital, Inc. | HTGC | 20.19K | $318.42K |
 Vistra Corp. | VST | 20.2K | $3.2M |
 Circle Internet Group | CRCL | 20.29K | $1.27M |
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 20.32K | $393.69K |
 American Healthcare REIT, Inc. | AHR | 20.39K | $1.06M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 20.4K | $1.02M |
 NWPX Infrastructure, Inc. | NWPX | 20.43K | $3.06M |
 Cullen/Frost Bankers, Inc. | CFR | 20.58K | $3.18M |
 Diageo plc | DEO | 20.64K | $1.66M |
 Novartis AG | NVS | 20.68K | $3.24M |
 Carpenter Technology Corporation | CRS | 21.21K | $13.08M |
 Public Service Enterprise Group Incorporated | PEG | 21.3K | $1.73M |
 Fortinet, Inc. | FTNT | 21.32K | $3.27M |
 Hennessy Advisors, Inc. | HNNA | 21.4K | $217.16K |
 Kimberly-Clark Corporation | KMB | 21.47K | $2.36M |
 Zions Bancorporation, National Association | ZION | 21.56K | $1.49M |
 UMH Properties, Inc. | UMH | 21.74K | $329.11K |
 The Allstate Corporation | ALL | 21.82K | $5.19M |
 TG Therapeutics, Inc. | TGTX | 22.14K | $1.22M |