Stock Taper

CONCENTRUM WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX1.82K$302.39K
Philip Morris International Inc.PM1.52K$275.16K
Costco Wholesale CorporationCOST1.47K$1.37M
Berkshire Hathaway Inc.BRK-B1.26K$631.53K
Nebius Group N.V.NBIS1.11K$306.82K
Palo Alto Networks, Inc.PANW1.1K$375.8K
Morgan StanleyMS1.05K$218.87K
Texas Instruments IncorporatedTXN924$275.42K
Stryker CorporationSYK857$269.82K
The Home Depot, Inc.HD847$298.72K
International Business Machines CorporationIBM732$205.74K
Analog Devices, Inc.ADI687$272.86K
Mastercard IncorporatedMA656$336.92K
Dell Technologies Inc.DELL611$263.62K
Visa Inc.V589$202.16K
Caterpillar Inc.CAT588$626.65K
Lam Research CorporationLRCX503$217.88K
Astera Labs, Inc. Common StockALAB445$215K
GE Vernova Inc.GEV300$352.98K
Seagate Technology Holdings plcSTX234$225.81K