Concurrent Investment Advisors, LLC

Position in MAIN — Main Street Capital CORP

CIK 2001015 Tampa, FL

Position in MAIN

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

Position Value

$2,556,698

+$1,894,910 QoQ

Shares Held

49,281

+294.4% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#79

of 401 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,251,303 across 129 Asset Management names. MAIN ranks #9 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	129,219	$15,205,199
2	BLK	BlackRock, Inc.	8,770	$8,432,880
3	KKR	KKR & Co. Inc.	89,759	$8,238,080
4	APO	Apollo Global Management, Inc.	65,700	$7,772,966
5	CEF	Sprott Physical Gold & Silver Trust	132,379	$5,325,606
6	RJF	Raymond James Financial Inc	25,458	$3,870,379
7	OWL	Blue Owl Capital Inc.	374,828	$3,279,744
8	ARCC	Ares Capital Corp	155,429	$2,880,098

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,556,698	49,281	+294.4%	Shares	Sole	2026-07-27
2026-03-31	$661,788	12,496	+5.6%	Shares	Sole	2026-04-21
2025-12-31	$714,896	11,838	-15.6%	Shares	Sole	2026-01-29
2025-09-30	$892,231	14,031	-16.4%	Shares	Sole	2025-10-27
2025-06-30	$991,461	16,776	+12.4%	Shares	Sole	2025-07-25
2025-03-31	$843,875	14,920	-12.7%	Shares	Sole	2025-04-29
2024-12-31	$1,000,722	17,083	-8.4%	Shares	Sole	2025-02-03
2024-09-30	$934,810	18,644	+7.8%	Shares	Sole	2024-10-30
2024-06-30	$872,972	17,290	+63.1%	Shares	Sole	2024-07-30
2024-03-31	$501,675	10,604	+17.3%	Shares	Sole	2024-05-07
2023-12-31	$390,799	9,040	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.