Stock Taper

CONCURRENT INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT46.16K$49.15M
Prologis, Inc.PLD45.82K$6.21M
Viatris Inc.VTRS45.26K$718.64K
Realty Income CorporationO45.17K$2.8M
Ultra Clean Holdings, Inc.UCTT44.83K$6.39M
Blue Owl Capital CorporationOBDC44.25K$480.96K
Capital One Financial CorporationCOF44.1K$8.85M
Koninklijke Philips N.V.PHG43.73K$1.19M
CorMedix Inc.CRMD43.4K$340.69K
Mastercard IncorporatedMA43.35K$22.27M
WEC Energy Group, Inc.WEC43.09K$5.03M
Shopify Inc.SHOP43.08K$4.92M
Waste Management, Inc.WM42.73K$9.52M
Redwood Trust, Inc.RWT42.08K$199.45K
Corteva, Inc.CTVA41.87K$3.55M
Archer Aviation Inc.ACHR41.5K$196.29K
General Motors CompanyGM41.35K$3.19M
Eaton Corporation plcETN40.62K$17.31M
loanDepot, Inc.LDI40.31K$50.39K
Rocket Lab USA, Inc.RKLB40.18K$4.08M