Concurrent Investment Advisors, LLC

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 2001015 Tampa, FL

Position in ADX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,206,344

+$511,599 QoQ

Shares Held

86,354

+11.5% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#39

of 216 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,251,303 across 129 Asset Management names. ADX ranks #10 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	129,219	$15,205,199
2	BLK	BlackRock, Inc.	8,770	$8,432,880
3	KKR	KKR & Co. Inc.	89,759	$8,238,080
4	APO	Apollo Global Management, Inc.	65,700	$7,772,966
5	CEF	Sprott Physical Gold & Silver Trust	132,379	$5,325,606
6	RJF	Raymond James Financial Inc	25,458	$3,870,379
7	OWL	Blue Owl Capital Inc.	374,828	$3,279,744
8	ARCC	Ares Capital Corp	155,429	$2,880,098

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,206,344	86,354	+11.5%	Shares	Sole	2026-07-27
2026-03-31	$1,694,745	77,421	+15.4%	Shares	Sole	2026-04-21
2025-12-31	$1,565,168	67,117	+29.9%	Shares	Sole	2026-01-29
2025-09-30	$1,151,817	51,651	+18.5%	Shares	Sole	2025-10-27
2025-06-30	$946,013	43,575	-17.3%	Shares	Sole	2025-07-25
2025-03-31	$1,000,165	52,668	-63.5%	Shares	Sole	2025-04-29
2024-12-31	$2,915,142	144,314	+353.4%	Shares	Sole	2025-02-03
2024-09-30	$686,297	31,832	+17.0%	Shares	Sole	2024-10-30
2024-06-30	$584,613	27,204	+12.7%	Shares	Sole	2024-07-30
2024-03-31	$471,251	24,142	+71.8%	Shares	Sole	2024-05-07
2023-12-31	$248,914	14,055	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.