Concurrent Investment Advisors, LLC

Position in POOL — Pool Corp

CIK 2001015 Tampa, FL

Position in POOL

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

Position Value

$2,536,894

+$821,137 QoQ

Shares Held

11,805

+39.2% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#191

of 605 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 $12,416,577 across 10 Industrial Distribution names. POOL ranks #1 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POOL	Pool Corp This page	11,805	$2,536,894
2	GWW	W.W. Grainger, Inc.	1,453	$1,976,661
3	FAST	Fastenal Co	38,672	$1,857,415
4	WSO	Watsco Inc	4,131	$1,721,511
5	AIT	Applied Industrial Technologies Inc	3,282	$1,109,807
6	QXO	QXO, Inc.	62,900	$1,086,911
7	FERG	Ferguson Enterprises Inc. /DE/	3,908	$927,485
8	WCC	Wesco International Inc	1,842	$636,282

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,536,894	11,805	+39.2%	Shares	Sole	2026-07-27
2026-03-31	$1,715,757	8,480	-8.9%	Shares	Sole	2026-04-21
2025-12-31	$2,130,348	9,313	+10.9%	Shares	Sole	2026-01-29
2025-09-30	$2,604,588	8,400	-2.0%	Shares	Sole	2025-10-27
2025-06-30	$2,498,275	8,571	0.0%	Shares	Sole	2025-07-25
2025-03-31	$2,728,577	8,571	+1.1%	Shares	Sole	2025-04-29
2024-12-31	$2,890,148	8,477	-1.7%	Shares	Sole	2025-02-03
2024-09-30	$3,250,653	8,627	-7.4%	Shares	Sole	2024-10-30
2024-06-30	$2,863,086	9,316	+597.8%	Shares	Sole	2024-07-30
2024-03-31	$538,672	1,335	-7.5%	Shares	Sole	2024-05-07
2023-12-31	$575,338	1,443	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.