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Managed Portfolio Series shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Managed Portfolio Series shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $627k 25k 25.03

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Select Sector Spdr Tr State Street Tec (XLK)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Apple (AAPL)
Select Sector Spdr Tr State Street Com (XLC)
Select Sector Spdr Tr State Street Fin (XLF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr State Street Con (XLY)

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Top funds holding Managed Portfolio Series

Fulcrum Equity Management

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