Stock Taper

CONCURRENT INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NextEra Energy, Inc.NEE308.51K$27.08M
Viking Therapeutics, Inc.VKTX306.28K$11.95M
Broadcom Inc.AVGO303.32K$114.58M
Peloton Interactive, Inc.PTON287.17K$1.7M
Alphabet Inc.GOOG283.89K$100.31M
Merck & Co., Inc.MRK280.87K$36.09M
JPMorgan Chase & Co.JPM277.04K$90.68M
Starwood Property Trust, Inc.STWD275.31K$4.51M
Uber Technologies, Inc.UBER270.93K$19.55M
Bristol-Myers Squibb CompanyBMY266.25K$15.34M
Netflix, Inc.NFLX258.15K$18.43M
Ford Motor CompanyF255.3K$3.01M
Johnson & JohnsonJNJ232.76K$59.11M
Freeport-McMoRan Inc.FCX232.7K$14.63M
Comcast CorporationCMCSA223.09K$5.48M
Hewlett Packard Enterprise CompanyHPE214.1K$9.66M
Palantir Technologies Inc.PLTR201.74K$23.54M
International Paper CompanyIP201.59K$7.68M
Roivant Sciences Ltd.ROIV190.94K$6.76M
The Procter & Gamble CompanyPG186.68K$27.38M