Concurrent Investment Advisors, LLC
Position in SERV — Serve Robotics Inc. /DE/
CIK 2001015
Tampa, FL
Position in SERV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$71,346
New position
Shares Held
10,843
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 194 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $21,510,919 across 8 Integrated Freight & Logistics names. SERV ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
144,972 | $15,584,489 | |
| 2 | FDX |
Fedex Corp
|
8,110 | $2,539,483 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
8,119 | $1,529,131 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
4,469 | $674,819 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
3,712 | $604,981 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
916 | $265,117 | |
| 7 | LSTR |
Landstar System Inc
|
1,168 | $241,553 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
This page
|
10,843 | $71,346 |
All Filings in SERV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,346 | 10,843 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||