Concurrent Investment Advisors, LLC

Position in CHRW — C. H. Robinson Worldwide, Inc.

CIK 2001015 Tampa, FL

Position in CHRW

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

Position Value

$1,529,131

+$144,607 QoQ

Shares Held

8,119

-2.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#369

of 882 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $21,510,919 across 8 Integrated Freight & Logistics names. CHRW ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc	144,972	$15,584,489
2	FDX	Fedex Corp	8,110	$2,539,483
3	CHRW	C. H. Robinson Worldwide, Inc. This page	8,119	$1,529,131
4	FDXF	FedEx Freight Holding Company, Inc.	4,469	$674,819
5	EXPD	Expeditors International Of Washington Inc	3,712	$604,981
6	JBHT	Hunt J B Transport Services Inc	916	$265,117
7	LSTR	Landstar System Inc	1,168	$241,553
8	SERV	Serve Robotics Inc. /DE/	10,843	$71,346

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,529,131	8,119	-2.6%	Shares	Sole	2026-07-27
2026-03-31	$1,384,524	8,337	-49.0%	Shares	Sole	2026-04-21
2025-12-31	$2,628,264	16,349	+82.4%	Shares	Sole	2026-01-29
2025-09-30	$1,186,966	8,965	-0.5%	Shares	Sole	2025-10-27
2025-06-30	$864,125	9,006	-0.3%	Shares	Sole	2025-07-25
2025-03-31	$925,081	9,034	-2.3%	Shares	Sole	2025-04-29
2024-12-31	$955,813	9,251	-0.9%	Shares	Sole	2025-02-03
2024-09-30	$1,029,972	9,332	-2.0%	Shares	Sole	2024-10-30
2024-06-30	$839,431	9,526	+6.5%	Shares	Sole	2024-07-30
2024-03-31	$680,920	8,943	+156.9%	Shares	Sole	2024-05-07
2023-12-31	$300,723	3,481	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.