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Portfolio (Quarterly) Guide ↗

Concentrum Wealth Management

· CIK 0001765387
13F Portfolio $418M AUM 127 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 57 Added 28 Reduced 4 Exited
Page 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PM PHILIP MORRIS INTL INC Consumer Defensive 1,521.0 $275K 0.07% +32.0 +2.1% $180.91 +7.3%
102 BK BANK OF NY MELLON CORP COM Financial Services 1,890.0 $273K 0.07% NEW $144.61 -0.6%
103 ADI ANALOG DEVICES INC COM Technology 687.0 $273K 0.07% +10.0 +1.5% $397.17 -6.4%
104 SYK STRYKER CORPORATION COM Healthcare 857.0 $270K 0.07% +40.0 +4.9% $314.84 +4.7%
105 SCHF SCHWAB INTERNATIONAL EQUITY ETF 9,706.0 $269K 0.06% $27.70 +2.7%
106 NFLX NETFLIX COM INC Communication Services 3,697.0 $264K 0.06% +463.0 +14.3% $71.40 +14.1%
107 DELL DELL TECHNOLOGIES INC CL C Technology 611.0 $264K 0.06% NEW $431.46 +7.5%
108 SPHQ INVESCO S&P 500 QUALITY ETF 2,850.0 $257K 0.06% NEW $90.10 -4.0%
109 LLY ELI LILLY & CO COM Healthcare 211.0 $253K 0.06% NEW $1199.43 -0.8%
110 EWY ISHARES MSCI SOUTH KOREA ETF 1,233.0 $249K 0.06% NEW $201.90 -11.3%
111 BBSI BARRETT BUSINESS SERVICES INC Industrials 6,900.0 $245K 0.06% $35.52 -4.4%
112 PTH POWERSHRARES DYNAMIC 4,033.0 $241K 0.06% -255.0 -6.0% $59.76 +6.5%
113 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,016.0 $240K 0.06% $236.59 +3.2%
114 FEX FIRST TR LARGE CAP CORE ALPHADEX FD COMSHS 1,700.0 $238K 0.06% $139.87 +0.1%
115 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 234.0 $226K 0.05% NEW $965.00 -12.3%
116 XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1,872.0 $220K 0.05% $117.29 -0.1%
117 MS MORGAN STANLEY COM NEW Financial Services 1,047.0 $219K 0.05% NEW $209.04 +2.4%
118 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 4,145.0 $219K 0.05% NEW $52.76 +5.5%
119 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 12,208.0 $218K 0.05% $17.88 -1.1%
120 LRCX LAM RESEARCH CORP Technology 503.0 $218K 0.05% NEW $433.15 -27.8%
Page 6 of 7  ·  127 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 56.1%
Communication Services 24.1%
Financial Services 9.5%
Consumer Cyclical 6.1%
Consumer Defensive 1.6%
Healthcare 1.4%
Industrials 0.7%
Utilities 0.4%
Energy 0.1%