Stock Taper

CONCURRENT INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lockheed Martin CorporationLMT29.73K$15.15M
Xcel Energy Inc.XEL29.82K$2.39M
Mobileye Global Inc.MBLY29.82K$288.71K
Sony Group CorporationSONY29.85K$598.75K
The Kraft Heinz CompanyKHC29.91K$706.54K
UnitedHealth Group IncorporatedUNH30.01K$12.47M
Jones Lang LaSalle IncorporatedJLL30.08K$9.32M
General Dynamics CorporationGD30.1K$10.66M
Plains All American Pipeline, L.P.PAA30.12K$670.56K
GRAIL Inc.GRAL30.25K$2.07M
Monster Beverage CorporationMNST30.46K$2.93M
Arm Holdings plc American Depositary SharesARM30.57K$10.84M
Nebius Group N.V.NBIS30.57K$8.44M
Ventas, Inc.VTR30.58K$2.72M
Honeywell International Inc.HON30.62K$6.86M
KLA CorporationKLAC30.73K$9.27M
Flowers Foods, Inc.FLO30.81K$243.4K
CION Investment CorporationCION30.84K$192.15K
Warner Bros. Discovery, Inc.WBD30.86K$822.77K
Viper Energy, Inc.VNOM31.04K$1.32M