Concurrent Investment Advisors, LLC

Position in TOL — Toll Brothers, Inc.

CIK 2001015 Tampa, FL

Position in TOL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$366,897

+$140,301 QoQ

Shares Held

2,227

+3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#500

of 799 holders

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $12,322,934 across 5 Residential Construction names. TOL ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	89,178	$8,069,716
2	PHM	Pultegroup Inc/Mi/	14,565	$1,998,463
3	DHI	Horton D R Inc /De/	9,282	$1,511,851
4	SKY	Champion Homes, Inc.	4,267	$376,007
5	TOL	Toll Brothers, Inc. This page	2,227	$366,897

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,897	2,227	+3.8%	Shares	Sole	2026-07-27
2025-03-31	$226,596	2,146	-52.4%	Shares	Sole	2025-04-29
2024-03-31	$582,811	4,505	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.