Concurrent Investment Advisors, LLC
Position in SOLS — Solstice Advanced Materials Inc.
CIK 2001015
Tampa, FL
Position in SOLS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,085,970
+$307,311 QoQ
Shares Held
12,257
+19.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#349
of 1,154 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOLS Over Time
Shares Held
Position Value (USD)
Derivatives in SOLS
reported options exposure · as of Mar 31, 2026CallValue
$121,856
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $33,976,341 across 17 Specialty Chemicals names. SOLS ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
29,601 | $8,678,420 | |
| 2 | LIN |
Linde PLC
|
14,979 | $7,773,201 | |
| 3 | SHW |
Sherwin Williams Co
|
11,882 | $4,091,209 | |
| 4 | ECL |
Ecolab Inc.
|
9,316 | $2,595,530 | |
| 5 | CLMT |
Calumet, Inc. /DE
|
57,380 | $2,066,827 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
14,017 | $1,901,264 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
This page
|
12,257 | $1,085,970 | |
| 8 | EMN |
Eastman Chemical Co
|
15,590 | $1,044,217 |
All Filings in SOLS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,970 | 12,257 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $121,856 | 1,600 | Call | Sole | 2026-04-21 | |
| 2026-03-31 | $778,659 | 10,224 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $478,560 | 9,851 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||