Concurrent Investment Advisors, LLC

Position in TRC — Tejon Ranch Co

CIK 2001015 Tampa, FL

Position in TRC

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

Position Value

$8,390,259

-$45,614 QoQ

Shares Held

448,677

+0.2% QoQ

Ownership

1.66%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#14

of 124 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $20,910,457 across 3 Conglomerates names. TRC ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRC	Tejon Ranch Co This page	448,677	$8,390,259
2	HON	Honeywell International Inc	30,622	$6,856,264
3	MMM	3M Co	34,982	$5,663,934

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,390,259	448,677	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$8,435,873	447,764	+0.3%	Shares	Sole	2026-04-21
2025-12-31	$7,042,803	446,595	+0.3%	Shares	Sole	2026-01-29
2025-09-30	$7,118,131	445,440	—	Shares	Sole	2025-10-27
No filing history on record for this holder in this stock.