Stock Taper

CONCURRENT INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Duke Energy CorporationDUK113.61K$14.38M
CVS Health Corp.CVS113.42K$11.73M
International Business Machines CorporationIBM112.7K$31.69M
Starbucks CorporationSBUX112.28K$11.47M
Marvell Technology, Inc.MRVL111.61K$33.25M
Wells Fargo & CompanyWFC109.49K$9.05M
Eversource EnergyES108.26K$7.82M
Novo Nordisk A/SNVO103.79K$4.98M
Halliburton CompanyHAL102.51K$3.48M
Berkshire Hathaway Inc.BRK-B101.82K$50.95M
Enovix CorporationENVX101.07K$613.48K
Lam Research CorporationLRCX98.86K$42.84M
Constellium SECSTM97.78K$3.12M
Bitmine Immersion Technologies, Inc.BMNR97.18K$1.29M
Target CorporationTGT96.64K$12.62M
Omnicom Group Inc.OMC95.93K$6.99M
RTX CorporationRTX94.39K$17.91M
Slb N.V.SLB94.05K$4.37M
General Mills, Inc.GIS91.73K$3.19M
Micron Technology, Inc.MU91.35K$105.44M