Concurrent Investment Advisors, LLC

Position in CASY — Caseys General Stores Inc

CIK 2001015 Tampa, FL

Position in CASY

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

Position Value

$3,471,641

+$413,902 QoQ

Shares Held

4,368

+4.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#353

of 1,081 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. CASY ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc	132,210	$10,032,094
2	TSCO	Tractor Supply Co /De/	126,313	$3,992,753
3	CASY	Caseys General Stores Inc This page	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	$3,471,641	4,368	+4.0%	Shares	Sole	2026-07-27
2026-03-31	$3,057,739	4,201	+38.6%	Shares	Sole	2026-04-21
2025-12-31	$1,675,263	3,031	+52.5%	Shares	Sole	2026-01-29
2025-09-30	$1,123,856	1,988	+1.2%	Shares	Sole	2025-10-27
2025-06-30	$1,002,170	1,964	-4.0%	Shares	Sole	2025-07-25
2025-03-31	$887,611	2,045	-12.9%	Shares	Sole	2025-04-29
2024-12-31	$929,951	2,347	-17.5%	Shares	Sole	2025-02-03
2024-09-30	$1,069,270	2,846	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$1,083,248	2,839	-9.2%	Shares	Sole	2024-07-30
2024-03-31	$995,474	3,126	+28.7%	Shares	Sole	2024-05-07
2023-12-31	$667,343	2,429	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.