Stock Taper

CONCURRENT INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Barrick Mining CorporationB22.55K$828.22K
Mitsubishi UFJ Financial Group, Inc.MUFG22.53K$448.19K
CareTrust REIT, Inc.CTRE22.39K$903.28K
TG Therapeutics, Inc.TGTX22.14K$1.22M
The Allstate CorporationALL21.82K$5.19M
UMH Properties, Inc.UMH21.74K$329.11K
Zions Bancorporation, National AssociationZION21.56K$1.49M
Kimberly-Clark CorporationKMB21.47K$2.36M
Hennessy Advisors, Inc.HNNA21.4K$217.16K
Fortinet, Inc.FTNT21.32K$3.27M
Public Service Enterprise Group IncorporatedPEG21.3K$1.73M
Carpenter Technology CorporationCRS21.21K$13.08M
Novartis AGNVS20.68K$3.24M
Diageo plcDEO20.64K$1.66M
Cullen/Frost Bankers, Inc.CFR20.58K$3.18M
NWPX Infrastructure, Inc.NWPX20.43K$3.06M
Kratos Defense & Security Solutions, Inc.KTOS20.4K$1.02M
American Healthcare REIT, Inc.AHR20.39K$1.06M
Slide Insurance Holdings, Inc. Common StockSLDE20.32K$393.69K
Circle Internet GroupCRCL20.29K$1.27M