Concurrent Investment Advisors, LLC

Position in TRI — Thomson Reuters Corp /Can/

CIK 2001015 Tampa, FL

Position in TRI

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

Position Value

$576,834

+$24,357 QoQ

Shares Held

7,063

+15.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#228

of 411 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $10,988,635 across 8 Specialty Business Services names. TRI ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GPN	Global Payments Inc	61,423	$4,456,852
2	CTAS	Cintas Corp	14,322	$2,435,885
3	RBA	Rb Global Inc.	10,880	$1,266,975
4	ULS	UL Solutions Inc.	7,442	$758,041
5	RELX	Relx PLC	23,822	$754,442
6	TRI	Thomson Reuters Corp /Can/ This page	7,063	$576,834
7	ARMK	Aramark	6,806	$387,260
8	CPRT	Copart Inc	12,499	$352,346

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,834	7,063	+15.0%	Shares	Sole	2026-07-27
2026-03-31	$552,477	6,140	+89.1%	Shares	Sole	2026-04-21
2025-12-31	$428,246	3,247	+27.9%	Shares	Sole	2026-01-29
2025-09-30	$394,382	2,539	-8.9%	Shares	Sole	2025-10-27
2025-06-30	$560,750	2,788	+26.3%	Shares	Sole	2025-07-25
2025-03-31	$381,325	2,207	+52.9%	Shares	Sole	2025-04-29
2024-12-31	$231,428	1,443	+22.9%	Shares	Sole	2025-02-03
2024-09-30	$200,284	1,174	-27.2%	Shares	Sole	2024-10-30
2024-06-30	$271,734	1,612	-0.7%	Shares	Sole	2024-07-30
2024-03-31	$252,912	1,623	-7.3%	Shares	Sole	2024-05-07
2023-12-31	$256,031	1,751	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.