Concentrum Wealth Management

Position in IOT — Samsara Inc.

CIK 1765387 SAN JOSE, CA

Position in IOT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$552,055

+$13,294 QoQ

Shares Held

17,023

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#286

of 542 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Concentrum Wealth Management holds $13,056,309 across 5 Software - Infrastructure names. IOT ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	23,149	$8,635,039
2	ORCL	Oracle Corp	21,767	$3,189,953
3	IOT	Samsara Inc. This page	17,023	$552,055
4	PANW	Palo Alto Networks Inc	1,102	$375,804
5	PLTR	Palantir Technologies Inc.	2,601	$303,458

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,055	17,023	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$538,761	17,001	+0.2%	Shares	Sole	2026-05-04
2025-12-31	$601,373	16,964	-0.3%	Shares	Sole	2026-02-04
2025-09-30	$633,585	17,009	-2.0%	Shares	Sole	2025-11-10
2025-06-30	$690,342	17,354	+2.6%	Shares	Sole	2025-08-12
2025-03-31	$648,236	16,912	+0.1%	Shares	Sole	2025-05-07
2024-12-31	$738,361	16,900	+17.4%	Shares	Sole	2025-02-13
2024-09-30	$692,928	14,400	-2.5%	Shares	Sole	2024-11-13
2024-06-30	$497,917	14,775	+37.1%	Shares	Sole	2024-08-13
2024-03-31	$407,187	10,775	0.0%	Shares	Sole	2024-05-06
2023-12-31	$359,669	10,775	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.