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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AZO AUTOZONE INC COM Consumer Cyclical 151.0 $509K 0.15% -8.0 -5.0% $3373.06 -8.1%
62 COPX GLOBAL X COPPER MINERS ETF 6,607.0 $504K 0.15% $76.35 -1.2%
63 KO COCA COLA CO COM Consumer Defensive 6,584.0 $501K 0.15% +148.0 +2.3% $76.05 +6.2%
64 IAU ISHARES GOLD TRUST ETF Financial Services 5,628.0 $496K 0.15% NEW $88.16 -14.9%
65 ABBV ABBVIE INC COM Healthcare 2,246.0 $488K 0.14% NEW $217.47 +7.3%
66 PPA POWERSHARES EXCHANGE-TRADED FUND TRUST AEROSPACE & 2,888.0 $479K 0.14% NEW $165.72 +3.4%
67 MRK MERCK & CO INC Healthcare 3,880.0 $467K 0.14% NEW $120.30 +0.2%
68 INTC INTEL CORP COM Technology 10,285.0 $454K 0.13% +233.0 +2.3% $44.13 +195.4%
69 CRM SALESFORCE COM Technology 2,330.0 $435K 0.13% -427.0 -15.5% $186.71 -17.7%
70 IEFA ISHARES CORE MSCI EAFE ETF 4,636.0 $420K 0.12% NEW $90.53 +5.0%
71 BAC BANK OF AMER CORP COM Financial Services 8,240.0 $402K 0.12% NEW $48.75 +18.0%
72 KBWB INVESCO KBW BANK ETF 5,000.0 $396K 0.12% NEW $79.12 +18.4%
73 CAT CATERPILLAR INC COM Industrials 525.0 $372K 0.11% NEW $709.08 +38.2%
74 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 1,130.0 $369K 0.11% $326.16 +78.4%
75 CVX CHEVRON CORPORATION COM Energy 1,763.0 $365K 0.11% NEW $206.88 -17.0%
76 C CITIGROUP INC Financial Services 3,172.0 $360K 0.11% +622.0 +24.4% $113.41 +26.4%
77 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 22,516.0 $356K 0.10% +1K +4.7% $15.83 -24.9%
78 WFC WELLS FARGO & CO COM Financial Services 4,401.0 $350K 0.10% +23.0 +0.5% $79.61 +5.3%
79 FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 2,274.0 $335K 0.10% -58.0 -2.5% $147.50 +80.9%
80 IVV ISHARES CORE S&P 500 ETF 511.0 $334K 0.10% +170.0 +49.9% $653.21 +12.6%
Page 4 of 6  ·  111 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%