Concurrent Investment Advisors, LLC

Position in ADX — Adams Diversified Equity Fund, Inc.

CIK 2001015 Tampa, FL

Position in ADX

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,694,745

+$129,577 QoQ

Shares Held

77,421

+15.4% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $109,583,966 across 131 Asset Management names. ADX ranks #12 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	120,926	$13,905,280
2	DHIL	DIAMOND HILL INVESTMENT GROUP INC	67,616	$11,636,713
3	BLK	BlackRock, Inc.	8,668	$8,336,102
4	CEF	Sprott Physical Gold & Silver Trust	117,448	$5,604,618
5	RJF	Raymond James Financial Inc	26,665	$3,860,824
6	APO	Apollo Global Management, Inc.	30,106	$3,354,410
7	KKR	KKR & Co. Inc.	35,989	$3,328,982
8	OWL	Blue Owl Capital Inc.	275,478	$2,515,113

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.