Concurrent Investment Advisors, LLC

Position in BBY — Best Buy Co Inc

CIK 2001015 Tampa, FL

Position in BBY

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

Position Value

$10,032,094

+$4,175,963 QoQ

Shares Held

132,210

+44.9% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#134

of 868 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $20,768,535 across 8 Specialty Retail names. BBY ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc This page	132,210	$10,032,094
2	TSCO	Tractor Supply Co /De/	126,313	$3,992,753
3	CASY	Caseys General Stores Inc	4,368	$3,471,641
4	ULTA	Ulta Beauty, Inc.	3,583	$1,615,860
5	DKS	Dick's Sporting Goods, Inc.	2,456	$557,045
6	MUSA	Murphy USA Inc.	986	$531,325
7	WSM	Williams Sonoma Inc	1,835	$427,737
8	WOOF	Petco Health & Wellness Company, Inc.	51,500	$140,080

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,032,094	132,210	+44.9%	Shares	Sole	2026-07-27
2026-03-31	$5,856,131	91,217	+29.8%	Shares	Sole	2026-04-21
2025-12-31	$4,703,840	70,280	+100.6%	Shares	Sole	2026-01-29
2025-09-30	$2,649,800	35,041	+28.6%	Shares	Sole	2025-10-27
2025-06-30	$241,661	27,242	-2.1%	Shares	Sole	2025-07-25
2025-03-31	$305,552	27,825	+1.3%	Shares	Sole	2025-04-29
2024-12-31	$321,465	27,467	+0.7%	Shares	Sole	2025-02-03
2024-09-30	$361,484	27,267	+0.9%	Shares	Sole	2024-10-30
2024-06-30	$278,886	27,024	+10.6%	Shares	Sole	2024-07-30
2024-03-31	$59,882	24,438	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$55,624	24,404	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.