Stock Taper

CONCURRENT INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nuveen Select Tax-Free Income PortfolioNXP31.58K$451.93K
VICI Properties Inc.VICI31.51K$836.51K
Fifth Third BancorpFITB31.05K$1.75M
Viper Energy, Inc.VNOM31.04K$1.32M
Warner Bros. Discovery, Inc.WBD30.86K$822.77K
CION Investment CorporationCION30.84K$192.15K
Flowers Foods, Inc.FLO30.81K$243.4K
KLA CorporationKLAC30.73K$9.27M
Honeywell International Inc.HON30.62K$6.86M
Ventas, Inc.VTR30.58K$2.72M
Nebius Group N.V.NBIS30.57K$8.44M
Arm Holdings plc American Depositary SharesARM30.57K$10.84M
Monster Beverage CorporationMNST30.46K$2.93M
GRAIL Inc.GRAL30.25K$2.07M
Plains All American Pipeline, L.P.PAA30.12K$670.56K
General Dynamics CorporationGD30.1K$10.66M
Jones Lang LaSalle IncorporatedJLL30.08K$9.32M
UnitedHealth Group IncorporatedUNH30.01K$12.47M
The Kraft Heinz CompanyKHC29.91K$706.54K
Sony Group CorporationSONY29.85K$598.75K