Concurrent Investment Advisors, LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 2001015 Tampa, FL

Position in CP

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

Position Value

$663,045

-$72,425 QoQ

Shares Held

7,652

-18.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#518

of 962 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 $21,681,190 across 5 Railroads names. CP ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	35,451	$9,642,672
2	NSC	Norfolk Southern Corp	25,468	$8,011,977
3	CSX	Csx Corp	56,642	$2,692,193
4	WAB	Westinghouse Air Brake Technologies Corp	2,490	$671,303
5	CP	Canadian Pacific Kansas City Ltd/Cn This page	7,652	$663,045

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$663,045	7,652	-18.2%	Shares	Sole	2026-07-27
2026-03-31	$735,470	9,350	-15.7%	Shares	Sole	2026-04-21
2025-12-31	$816,998	11,096	+53.2%	Shares	Sole	2026-01-29
2025-09-30	$539,456	7,242	-10.8%	Shares	Sole	2025-10-27
2025-06-30	$643,910	8,123	+35.6%	Shares	Sole	2025-07-25
2025-03-31	$420,557	5,990	+70.0%	Shares	Sole	2025-04-29
2024-12-31	$254,959	3,523	+41.8%	Shares	Sole	2025-02-03
2024-09-30	$212,481	2,484	-19.9%	Shares	Sole	2024-10-30
2024-06-30	$244,220	3,102	-42.1%	Shares	Sole	2024-07-30
2024-03-31	$472,414	5,358	-32.8%	Shares	Sole	2024-05-07
2023-12-31	$630,345	7,973	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.