Stock Taper

CONCURRENT INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Best Buy Co., Inc.BBY132.21K$8.24M
Citigroup Inc.C131.95K$18.47M
Prime Medicine, Inc.PRME131.72K$486.05K
Oceaneering International, Inc.OII131.46K$5.33M
iShares Defense Industrials ActIDEF131.19K$4.17M
Blackstone Inc.BX129.22K$15.21M
Tractor Supply CompanyTSCO126.31K$3.99M
Johnson Controls International plcJCI125.64K$18.36M
Rithm Capital Corp.RITM124.74K$1.17M
SoFi Technologies, Inc.SOFI124.69K$2.24M
ServiceNow, Inc.NOW124.34K$12.34M
Bentley Systems, IncorporatedBSY122.4K$3.66M
Abbott LaboratoriesABT120.96K$10.98M
PepsiCo, Inc.PEP119.5K$16.18M
Visa Inc.V119.12K$40.87M
Broadstone Net Lease, Inc.BNL119.1K$2.46M
Porch Group, Inc.PRCH116.67K$1.75M
Intel Corp.INTC116.28K$16.24M
The Southern CompanySO115.36K$11.04M
Aevex Corp.AVEX114K$2.38M