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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRM SALESFORCE COM Technology 2,330.0 $435K 0.13% -427.0 -15.5% $186.71 -17.6%
22 FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 2,274.0 $335K 0.10% -58.0 -2.5% $147.50 +80.9%
23 ZM ZOOM COMMUNICATIONS INC CL A Technology 3,593.0 $289K 0.09% -1K -22.8% $80.39 +6.6%
24 ETHW BITWISE ETHEREUM ETF Financial Services 19,076.0 $286K 0.09% -1K -6.7% $15.00 -25.3%
25 SYK STRYKER CORPORATION COM Healthcare 817.0 $268K 0.08% -5.0 -0.6% $328.59 -4.2%
26 HDV ISHARES TR HIGH DIVID EQUITY FD 1,681.0 $228K 0.07% -1K -38.4% $135.69 -79.9%
Page 2 of 2  ·  26 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%