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Equibles

Concurrent Investment Advisors, LLC

Position in SCM — Stellus Capital Investment Corp

CIK 2001015 Tampa, FL
Back to SCM Full portfolio

Position in SCM

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$117,113
-$3,639 QoQ
Shares Held
13,909
+6.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 59 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SCM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,251,303 across 129 Asset Management names. SCM ranks #120 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
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

All Filings in SCM

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $117,113 13,909
2026-03-31 $120,752 13,111
2025-12-31 $196,020 15,459
2025-09-30 $169,636 12,989
2025-06-30 $233,885 16,778
2025-03-31 $228,774 16,341
2024-12-31 $226,049 16,428
2024-09-30 $247,734 18,096
2024-06-30 $211,332 15,392