Concurrent Investment Advisors, LLC

Position in WSM — Williams Sonoma Inc

CIK 2001015 Tampa, FL

Position in WSM

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

Position Value

$295,555

New position

Shares Held

1,621

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Consumer Cyclical · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $15,329,130 across 7 Specialty Retail names. WSM ranks #6 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc	91,217	$5,856,131
2	TSCO	Tractor Supply Co /De/	78,960	$3,576,887
3	CASY	Caseys General Stores Inc	4,201	$3,057,739
4	ULTA	Ulta Beauty, Inc.	3,560	$1,860,846
5	DKS	Dick's Sporting Goods, Inc.	2,714	$538,158
6	WSM	Williams Sonoma Inc This page	1,621	$295,555
7	WOOF	Petco Health & Wellness Company, Inc.	51,732	$143,814

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$295,555	1,621	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.