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Portfolio (Quarterly) Guide ↗

Concentrum Wealth Management

· CIK 0001765387
13F Portfolio $358M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New
Page 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ZM ZOOM COMMUNICATIONS INC CL A Technology 4,653.0 $402K 0.11% NEW $86.29 -1.0%
62 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,164.0 $385K 0.11% NEW $177.75 -36.1%
63 INTC INTEL CORP COM Technology 10,052.0 $371K 0.10% NEW $36.90 +257.5%
64 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 1,130.0 $363K 0.10% NEW $321.57 +83.5%
65 HDV ISHARES TR HIGH DIVID EQUITY FD 2,727.0 $332K 0.09% NEW $121.62 -77.5%
66 FCVT FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF 7,542.0 $325K 0.09% NEW $43.04 +23.2%
67 VOO VANGUARD S&P 500 ETF 513.0 $322K 0.09% NEW $627.05 +7.8%
68 FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 2,332.0 $302K 0.08% NEW $129.56 +109.6%
69 BMNR BITMINE IMMERSION TECNOLOGIES COM NEW Financial Services 11,104.0 $301K 0.08% NEW $27.15 -48.4%
70 C CITIGROUP INC Financial Services 2,550.0 $298K 0.08% NEW $116.70 +23.2%
71 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 2,950.0 $296K 0.08% NEW $100.38 +0.2%
72 SYK STRYKER CORPORATION COM Healthcare 822.0 $289K 0.08% NEW $351.47 -10.8%
73 AMGN AMGEN INC Healthcare 865.0 $283K 0.08% NEW $327.38 +7.3%
74 CSCO CISCO SYS INC Technology 3,598.0 $277K 0.08% NEW $77.03 +55.4%
75 RND FIRST TRUST BLOOMBERG R&D LEADERS ETF 8,985.0 $273K 0.08% NEW $30.40 +1.7%
76 USD PROSHARES ULTRA SEMICONDUCTORS 4,903.0 $257K 0.07% NEW $52.51 +83.0%
77 NFLX NETFLIX COM INC Communication Services 2,703.0 $253K 0.07% NEW $93.76 -23.4%
78 GIS GENERAL MLS INC COM Consumer Defensive 5,432.0 $253K 0.07% NEW $46.50 -25.2%
79 BBSI BARRETT BUSINESS SERVICES INC Industrials 6,900.0 $250K 0.07% NEW $36.21 -5.6%
80 INTU INTUIT COM Technology 363.0 $240K 0.07% NEW $662.42 -60.4%
Page 4 of 5  ·  90 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 46.6%
Communication Services 32.3%
Financial Services 11.4%
Consumer Cyclical 6.8%
Consumer Defensive 1.5%
Healthcare 0.8%
Industrials 0.3%
Energy 0.2%