Position in RIO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,024,199
+$343,369 QoQ
Shares Held
10,789
+47.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#385
of 966 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $6,967,131 across 8 Other Industrial Metals & Mining names. RIO ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
80,211 | $4,492,617 | |
| 2 | RIO |
Rio Tinto PLC
This page
|
10,789 | $1,024,199 | |
| 3 | USAR |
USA Rare Earth, Inc.
|
25,189 | $543,578 | |
| 4 | BHP |
BHP Group Ltd
|
5,701 | $474,949 | |
| 5 | MTRN |
MATERION Corp
|
798 | $237,316 | |
| 6 | LAC |
Lithium Americas Corp.
|
23,683 | $91,179 | |
| 7 | TMC |
TMC the metals Co Inc.
|
20,055 | $88,843 | |
| 8 | OMEX |
Odyssey Marine Exploration Inc
|
17,000 | $14,450 |
All Filings in RIO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,199 | 10,789 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $680,830 | 7,298 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,508,485 | 18,849 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $314,867 | 4,770 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $259,743 | 4,453 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $258,163 | 4,297 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $225,712 | 3,838 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $303,255 | 4,261 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $269,389 | 4,086 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||