Concurrent Investment Advisors, LLC
Position in SCI — Service Corp International
CIK 2001015
Tampa, FL
Position in SCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,323,830
+$907,981 QoQ
Shares Held
17,428
+245.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#222
of 544 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $2,846,504 across 2 Personal Services names. SCI ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
36,480 | $1,522,674 | |
| 2 | SCI |
Service Corp International
This page
|
17,428 | $1,323,830 |
All Filings in SCI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,830 | 17,428 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $415,849 | 5,040 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $281,549 | 3,611 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||