Position in ULS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$758,041
+$503,226 QoQ
Shares Held
7,442
+150.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 388 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $10,988,635 across 8 Specialty Business Services names. ULS ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
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|
7,442 | $758,041 | |
| 5 | RELX |
Relx PLC
|
23,822 | $754,442 | |
| 6 | TRI |
Thomson Reuters Corp /Can/
|
7,063 | $576,834 | |
| 7 | ARMK |
Aramark
|
6,806 | $387,260 | |
| 8 | CPRT |
Copart Inc
|
12,499 | $352,346 |
All Filings in ULS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,041 | 7,442 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $254,815 | 2,973 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $457,466 | 5,801 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||