Stock Taper 
CONCURRENT INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 International Business Machines Corporation | IBM | 112.7K | $31.69M |
 CVS Health Corp. | CVS | 113.42K | $11.73M |
 Duke Energy Corporation | DUK | 113.61K | $14.38M |
 Aevex Corp. | AVEX | 114K | $2.38M |
 The Southern Company | SO | 115.36K | $11.04M |
 Intel Corp. | INTC | 116.28K | $16.24M |
 Porch Group, Inc. | PRCH | 116.67K | $1.75M |
 Broadstone Net Lease, Inc. | BNL | 119.1K | $2.46M |
 Visa Inc. | V | 119.12K | $40.87M |
 PepsiCo, Inc. | PEP | 119.5K | $16.18M |
 Abbott Laboratories | ABT | 120.96K | $10.98M |
 Bentley Systems, Incorporated | BSY | 122.4K | $3.66M |
 ServiceNow, Inc. | NOW | 124.34K | $12.34M |
 SoFi Technologies, Inc. | SOFI | 124.69K | $2.24M |
 Rithm Capital Corp. | RITM | 124.74K | $1.17M |
 Johnson Controls International plc | JCI | 125.64K | $18.36M |
 Tractor Supply Company | TSCO | 126.31K | $3.99M |
 Blackstone Inc. | BX | 129.22K | $15.21M |
 iShares Defense Industrials Act | IDEF | 131.19K | $4.17M |
 Oceaneering International, Inc. | OII | 131.46K | $5.33M |