Concurrent Investment Advisors, LLC

Position in BDX — Becton Dickinson & Co

CIK 2001015 Tampa, FL

Position in BDX

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

Position Value

$2,425,818

+$13,753 QoQ

Shares Held

16,030

+4.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#457

of 1,430 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $15,366,299 across 9 Medical Instruments & Supplies names. BDX ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	25,639	$10,196,116
2	BDX	Becton Dickinson & Co This page	16,030	$2,425,818
3	WST	West Pharmaceutical Services Inc	1,736	$623,224
4	RMD	Resmed Inc	3,072	$598,670
5	COO	Cooper Companies, Inc.	6,395	$458,585
6	ATR	Aptargroup, Inc.	2,816	$352,562
7	ANGO	Angiodynamics Inc	19,024	$247,502
8	SOLV	Solventum Corp	3,170	$244,565

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,425,818	16,030	+4.5%	Shares	Sole	2026-07-27
2026-03-31	$2,412,065	15,341	-14.0%	Shares	Sole	2026-04-21
2025-12-31	$3,461,044	17,834	+30.8%	Shares	Sole	2026-01-29
2025-09-30	$2,552,624	13,638	-0.8%	Shares	Sole	2025-10-27
2025-06-30	$2,367,060	13,742	+20.3%	Shares	Sole	2025-07-25
2025-03-31	$2,616,552	11,423	+6.3%	Shares	Sole	2025-04-29
2024-12-31	$2,438,852	10,750	+15.4%	Shares	Sole	2025-02-03
2024-09-30	$2,245,122	9,312	+1.5%	Shares	Sole	2024-10-30
2024-06-30	$2,144,289	9,175	+16.3%	Shares	Sole	2024-07-30
2024-03-31	$1,952,380	7,890	-1.7%	Shares	Sole	2024-05-07
2023-12-31	$1,956,979	8,026	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.