Position in ATR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$246,621
New position
Shares Held
1,957
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $13,456,568 across 6 Medical Instruments & Supplies names. ATR ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
19,596 | $9,033,559 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,341 | $2,412,065 | |
| 3 | RMD |
Resmed Inc
|
5,002 | $1,122,848 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
1,576 | $395,008 | |
| 5 | ATR |
Aptargroup, Inc.
This page
|
1,957 | $246,621 | |
| 6 | ANGO |
Angiodynamics Inc
|
21,677 | $246,467 |
All Filings in ATR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,621 | 1,957 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||