Concentrum Wealth Management

Position in MSFT — Microsoft Corp

CIK 1765387 SAN JOSE, CA

Position in MSFT

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

Position Value

$8,635,039

+$1,194 QoQ

Shares Held

23,149

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.87%

of 13F equity value

Holder Rank

#2,585

of 6,179 holders

Holding Since

Mar 2020

26 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. MSFT ranks #1 (66.1% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,635,039	23,149	-0.8%	Shares	Sole	2026-08-06
2026-03-31	$8,633,845	23,324	+5.0%	Shares	Sole	2026-05-04
2025-12-31	$10,737,814	22,203	+26.0%	Shares	Sole	2026-02-04
2025-09-30	$9,125,243	17,618	+4.4%	Shares	Sole	2025-11-10
2025-06-30	$8,394,788	16,877	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$6,324,946	16,849	+3.5%	Shares	Sole	2025-05-07
2024-12-31	$6,859,069	16,273	+3.9%	Shares	Sole	2025-02-13
2024-09-30	$6,737,207	15,657	+4.0%	Shares	Sole	2024-11-13
2024-06-30	$6,726,150	15,049	+2.5%	Shares	Sole	2024-08-13
2024-03-31	$6,176,590	14,681	+12.4%	Shares	Sole	2024-05-06
2023-12-31	$4,911,082	13,060	+29.4%	Shares	Sole	2024-02-13
2023-09-30	$3,187,180	10,094	+8.2%	Shares	Sole	2023-11-08
2023-06-30	$3,175,876	9,326	+3.0%	Shares	Sole	2023-08-08
2023-03-31	$2,611,421	9,058	-3.3%	Shares	Sole	2023-05-03
2022-12-31	$2,245,434	9,363	+7.9%	Shares	Sole	2023-02-06
2022-09-30	$2,020,407	8,675	+116.9%	Shares	Sole	2022-11-10
2022-06-30	$1,027,063	3,999	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,232,931	3,999	+2.6%	Shares	Sole	2022-05-06
2021-12-31	$1,311,311	3,899	+21.0%	Shares	Sole	2022-02-02
2021-09-30	$908,064	3,221	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$859,023	3,171	0.0%	Shares	Sole	2021-07-28
2021-03-31	$747,626	3,171	+0.7%	Shares	Sole	2021-04-29
2020-12-31	$700,623	3,150	+0.0%	Shares	Sole	2021-01-20
2020-09-30	$662,329	3,149	0.0%	Shares	Sole	2020-10-23
2020-06-30	$640,852	3,149	0.0%	Shares	Sole	2020-08-06
2020-03-31	$496,628	3,149	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.