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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 11,257.0 $223K 0.07% +153.0 +1.4% $19.78 -29.5%
42 PANW PALO ALTO NETWORKS INC COM Technology 1,333.0 $214K 0.06% +148.0 +12.5% $160.32 +78.8%
Page 3 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%