Concurrent Investment Advisors, LLC

Position in GD — General Dynamics Corp

CIK 2001015 Tampa, FL

Position in GD

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

Position Value

$10,662,977

+$814,623 QoQ

Shares Held

30,101

+4.9% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#339

of 2,204 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 $141,692,354 across 29 Aerospace & Defense names. GD ranks #6 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	56,405	$21,080,240
2	RTX	RTX Corp	94,391	$17,908,804
3	LHX	L3harris Technologies, Inc. /De/	53,138	$15,441,370
4	LMT	Lockheed Martin Corp	29,733	$15,147,773
5	BA	Boeing Co	65,242	$14,122,935
6	GD	General Dynamics Corp This page	30,101	$10,662,977
7	SPCX	Space Exploration Technologies Corp	50,410	$8,613,051
8	HWM	Howmet Aerospace Inc.	28,743	$7,727,842

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,662,977	30,101	+4.9%	Shares	Sole	2026-07-27
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.