Concurrent Investment Advisors, LLC

Position in DGX — Quest Diagnostics Inc

CIK 2001015 Tampa, FL

Position in DGX

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

Position Value

$1,098,536

+$94,923 QoQ

Shares Held

5,183

+1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#473

of 1,090 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 $33,542,356 across 16 Diagnostics & Research names. DGX ranks #8 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc.	22,699	$11,380,370
2	ICLR	Icon PLC	36,482	$6,337,287
3	IQV	Iqvia Holdings Inc.	13,880	$2,681,893
4	DHR	Danaher Corp /De/	11,715	$2,231,472
5	NTRA	Natera, Inc.	7,639	$2,073,606
6	GRAL	GRAIL, Inc.	30,253	$2,065,371
7	LH	Labcorp Holdings Inc.	5,369	$1,503,320
8	DGX	Quest Diagnostics Inc This page	5,183	$1,098,536

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,098,536	5,183	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$1,003,613	5,121	+23.5%	Shares	Sole	2026-04-21
2025-12-31	$719,802	4,148	+64.1%	Shares	Sole	2026-01-29
2025-09-30	$481,595	2,527	+13.9%	Shares	Sole	2025-10-27
2025-06-30	$398,419	2,218	+6.1%	Shares	Sole	2025-07-25
2025-03-31	$353,628	2,090	-5.7%	Shares	Sole	2025-04-29
2024-12-31	$334,456	2,217	-3.1%	Shares	Sole	2025-02-03
2024-09-30	$355,056	2,287	+10.8%	Shares	Sole	2024-10-30
2024-06-30	$282,520	2,064	+4.8%	Shares	Sole	2024-07-30
2024-03-31	$262,226	1,970	+3.2%	Shares	Sole	2024-05-07
2023-12-31	$263,075	1,908	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.