Concurrent Investment Advisors, LLC

Position in GD — General Dynamics Corp

CIK 2001015 Tampa, FL

Position in GD

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$9,848,354

-$545,350 QoQ

Shares Held

28,694

-7.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $106,168,012 across 27 Aerospace & Defense names. GD ranks #6 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	91,707	$17,690,279
2	GE	General Electric Co	51,309	$14,559,954
3	LHX	L3harris Technologies, Inc. /De/	41,079	$14,178,416
4	BA	Boeing Co	66,646	$13,264,552
5	LMT	Lockheed Martin Corp	21,007	$12,696,419
6	GD	General Dynamics Corp This page	28,694	$9,848,354
7	BWXT	BWX Technologies, Inc.	17,547	$3,588,185
8	RKLB	Rocket Lab Corp	52,509	$3,372,127

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,848,354	28,694	-7.1%	Shares	Sole	2026-04-21
2025-12-31	$10,393,704	30,873	+61.1%	Shares	Sole	2026-01-29
2025-09-30	$6,533,560	19,160	+1.7%	Shares	Sole	2025-10-27
2025-06-30	$5,495,166	18,841	+19.6%	Shares	Sole	2025-07-25
2025-03-31	$4,293,680	15,752	+1.8%	Shares	Sole	2025-04-29
2024-12-31	$4,078,561	15,479	+2.0%	Shares	Sole	2025-02-03
2024-09-30	$4,587,093	15,179	+11.5%	Shares	Sole	2024-10-30
2024-06-30	$3,950,546	13,616	+30.4%	Shares	Sole	2024-07-30
2024-03-31	$2,948,913	10,439	-14.0%	Shares	Sole	2024-05-07
2023-12-31	$3,150,576	12,133	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.