Concurrent Investment Advisors, LLC

Position in TRC — Tejon Ranch Co

CIK 2001015 Tampa, FL

Position in TRC

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$8,435,873

+$1,393,070 QoQ

Shares Held

447,764

+0.3% QoQ

Ownership

1.66%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $27,207,844 across 3 Conglomerates names. TRC ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	57,288	$13,580,290
2	TRC	Tejon Ranch Co This page	447,764	$8,435,873
3	MMM	3M Co	35,748	$5,191,681

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.