BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Concentrum Wealth Management

· CIK 0001765387
13F Portfolio $339M AUM 111 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 42 Added 26 Reduced 6 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON COM Healthcare 3,829.0 $936K 0.28% +2K +79.2% $244.44 -1.4%
22 XOM EXXON MOBIL CORP COM Energy 5,384.0 $913K 0.27% +565.0 +11.7% $169.64 -19.3%
23 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 5,438.0 $890K 0.26% +1K +27.0% $163.59 +15.0%
24 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 8,388.0 $844K 0.25% +5K +184.3% $100.66 -0.0%
25 VRT VERTIV HOLDINGS CO COM CL A Industrials 3,340.0 $837K 0.25% +37.0 +1.1% $250.58 +26.3%
26 BITB BITWISE BITCOIN ETF TRUST Financial Services 21,057.0 $775K 0.23% +971.0 +4.8% $36.81 -11.7%
27 VOO VANGUARD S&P 500 ETF 1,272.0 $760K 0.22% +759.0 +147.9% $597.34 +13.1%
28 AMGN AMGEN INC Healthcare 1,960.0 $690K 0.20% +1K +126.6% $351.83 -0.1%
29 IJR ISHARES CORE S&P SMALL CAP ETF 5,349.0 $665K 0.20% +1K +28.7% $124.31 +16.2%
30 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 5,854.0 $648K 0.19% +1K +30.4% $110.77 +17.8%
31 KO COCA COLA CO COM Consumer Defensive 6,584.0 $501K 0.15% +148.0 +2.3% $76.05 +6.0%
32 INTC INTEL CORP COM Technology 10,285.0 $454K 0.13% +233.0 +2.3% $44.13 +198.9%
33 C CITIGROUP INC Financial Services 3,172.0 $360K 0.11% +622.0 +24.4% $113.41 +26.8%
34 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 22,516.0 $356K 0.10% +1K +4.7% $15.83 -24.7%
35 WFC WELLS FARGO & CO COM Financial Services 4,401.0 $350K 0.10% +23.0 +0.5% $79.61 +5.9%
36 IVV ISHARES CORE S&P 500 ETF 511.0 $334K 0.10% +170.0 +49.9% $653.21 +12.8%
37 NFLX NETFLIX COM INC Communication Services 3,234.0 $311K 0.09% +531.0 +19.6% $96.15 -25.3%
38 CSCO CISCO SYS INC Technology 3,690.0 $286K 0.09% +92.0 +2.6% $77.59 +54.3%
39 PM PHILIP MORRIS INTL INC Consumer Defensive 1,489.0 $246K 0.07% +83.0 +5.9% $165.34 +8.1%
40 USD PROSHARES ULTRA SEMICONDUCTORS 4,940.0 $237K 0.07% +37.0 +0.8% $47.95 +100.4%
Page 2 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.2%
Communication Services 31.4%
Financial Services 10.3%
Consumer Cyclical 6.3%
Consumer Defensive 1.9%
Healthcare 1.6%
Industrials 0.6%
Energy 0.5%
Utilities 0.2%