Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Fulcrum Asset Management

Latest statistics and disclosures from Fulcrum Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, MSFT, DAR, AMZN, AVGO, and represent 20.98% of Fulcrum Asset Management's stock portfolio.
Added to shares of these 10 stocks: DAR (+$22M), HAL (+$20M), SLB (+$13M), NVDA (+$13M), WM (+$13M), LBRT (+$12M), PUMP (+$12M), Trane Technologies (+$11M), PTEN (+$10M), WHD (+$10M).
Started 52 new stock positions in CF, FTI, Fortinet, DK, AA, RES, AGI, PBF, RGLD, EQNR.
Reduced shares in these 10 stocks: TRV (-$5.1M), AEE, MU, RY, ATR, WEC, BKR, ARES, ED, CHD.
Sold out of its positions in LNT, ATR, BR, CHD, Confluent, FTNT, GIL, Jamf Hldg Corp, New Gold Inc Cda, NKE. NOW, TRV, VALE, WDAY.
Fulcrum Asset Management was a net buyer of stock by $327M.
Fulcrum Asset Management has $662M in assets under management (AUM), dropping by 84.11%.
Central Index Key (CIK): 0001353395

Tip: Access up to 7 years of quarterly data

Positions held by Fulcrum Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Fulcrum Asset Management

Fulcrum Asset Management holds 219 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Equity (NVDA)	7.4	$49M	+36%	297k	165.17	View chart
Microsoft Corp Comp Equity (MSFT)	3.8	$25M	+18%	70k	358.96	View chart
Darling Ingredients Equity (DAR)	3.3	$22M	NEW	366k	60.37	View chart
Amazon.com Inc Comp Equity (AMZN)	3.2	$21M	+26%	106k	200.95	View chart
Broadcom Inc Comp Equity (AVGO)	3.2	$21M	+36%	72k	293.41	View chart
Halliburton Co Comp Equity (HAL)	3.0	$20M	NEW	512k	39.26	View chart
SLB Equity (SLB)	2.6	$17M	+339%	338k	51.53	View chart
Alphabet In-cl C Equity (GOOG)	2.6	$17M	+44%	64k	273.14	View chart
Waste Management Equity (WM)	2.5	$16M	+369%	71k	229.96	View chart
Alphabet Inc-cl A Equity (GOOGL)	2.1	$14M	+12%	50k	273.50	View chart
Nextera Energy Inc Comp Equity (NEE)	2.0	$13M	+128%	145k	92.05	View chart
Republic Services Equity (RSG)	2.0	$13M	+108%	60k	221.68	View chart
Liberty Energy -a Comp Equity (LBRT)	1.9	$12M	NEW	427k	28.86	View chart
Propetro Holding Corp Comp Equity (PUMP)	1.8	$12M	NEW	828k	14.65	View chart
Trane Technologies Plc Comp Equity	1.7	$11M	NEW	28k	403.93	View chart
Jpmorgan Chase & Co Equity (JPM)	1.6	$11M	+4%	38k	283.77	View chart
Patterson-uti Energy Inc Comp Equity (PTEN)	1.6	$10M	NEW	941k	11.05	View chart
Cactus Inc - A Comp Equity (WHD)	1.6	$10M	NEW	223k	46.70	View chart
Cf Industries Holdings Equity (CF)	1.5	$10M	NEW	73k	137.60	View chart
Helmerich & Payne Comp Equity (HP)	1.5	$9.8M	NEW	273k	35.84	View chart
Devon Energy Corp Comp Equity (DVN)	1.4	$9.4M	NEW	182k	51.52	View chart
Green Plains Equity (GPRE)	1.4	$9.0M	NEW	545k	16.53	View chart
Nov Inc Comp Equity (NOV)	1.2	$8.1M	NEW	436k	18.56	View chart
Waste Connections Equity (WCN)	1.2	$7.9M	+106%	49k	162.42	View chart
Pbf Energy Inc-class A Comp Equity (PBF)	1.2	$7.7M	NEW	153k	50.29	View chart
Visa Inc-class A Shares Equity (V)	1.1	$7.5M	+4%	25k	299.54	View chart
Technipfmc Plc Comp Equity (FTI)	1.1	$7.3M	NEW	108k	67.59	View chart
Nutrien Equity (NTR)	1.1	$7.0M	+1464%	92k	76.55	View chart
Micron Technology Inc Comp Equity (MU)	1.0	$6.9M	-26%	22k	321.80	View chart
Mastercard Inc - A Equity (MA)	1.0	$6.6M	+4%	13k	494.00	View chart
Amphenol Corp-cl A Comp Equity (APH)	1.0	$6.3M	+264%	53k	119.15	View chart
Hf Sinclair Corp Comp Equity (DINO)	0.9	$6.0M	NEW	95k	63.05	View chart
Travelers Cos Inc/the Equity	0.8	$5.6M	NEW	19k	291.82	View chart
Johnson & Johnson Equity (JNJ)	0.8	$5.5M	+8%	23k	242.49	View chart
Agnico Eagle Mines Ltd Comp Equity (AEM)	0.8	$5.5M	+432%	29k	191.86	View chart
Baker Hughes Co Comp Equity (BKR)	0.8	$5.3M	-22%	88k	60.68	View chart
Phillips 66 Comp Equity (PSX)	0.8	$5.1M	NEW	28k	184.81	View chart
Kinross Gold Corp Comp Equity (KGC)	0.8	$5.0M	+550%	175k	28.60	View chart
Eversource Energy Comp Equity (ES)	0.7	$4.5M	+3%	66k	68.41	View chart
Chevron Corp Comp Equity (CVX)	0.7	$4.5M	NEW	21k	210.71	View chart
Ametek Inc Comp Equity (AME)	0.7	$4.5M	+3%	22k	208.37	View chart
Interactive Brokers Gro-cl A Comp Equity (IBKR)	0.7	$4.4M	+8%	69k	63.69	View chart
Clean Harbors Equity (CLH)	0.7	$4.4M	+136%	16k	279.76	View chart
Nabors Industries Ltd Comp Equity (NBR)	0.7	$4.3M	NEW	49k	87.43	View chart
Progressive Corp Comp Equity (PGR)	0.6	$4.3M	+3%	21k	201.39	View chart
Marathon Petroleum Corp Comp Equity (MPC)	0.6	$4.2M	NEW	17k	245.16	View chart
Royal Gold Inc Comp Equity (RGLD)	0.6	$4.2M	NEW	18k	238.76	View chart
Oshkosh Corp Comp Equity (OSK)	0.6	$4.2M	NEW	30k	137.64	View chart
Applied Materials Inc Comp Equity (AMAT)	0.6	$4.2M		13k	323.12	View chart
Alcoa Corp Comp Equity (AA)	0.6	$4.2M	NEW	66k	63.22	View chart
Rpc Inc Comp Equity (RES)	0.6	$3.9M	NEW	552k	7.15	View chart
Tidewater Inc Comp Equity (TDW)	0.6	$3.9M	+35%	47k	81.89	View chart
Thermo Fisher Scientific Inc Comp Equity (TMO)	0.6	$3.8M		7.9k	480.05	View chart
Peabody Energy Corp Comp Equity (BTU)	0.6	$3.7M	NEW	103k	35.68	View chart
Consolidated Edison Inc Comp Equity (ED)	0.5	$3.6M	-22%	32k	113.39	View chart
Palo Alto Networks Inc Comp Equity (PANW)	0.5	$3.3M	+14%	21k	154.35	View chart
Valero Energy Corp Comp Equity (VLO)	0.5	$3.3M	NEW	13k	250.27	View chart
Lam Research Corp Comp Equity (LRCX)	0.5	$3.0M	+115%	15k	199.93	View chart
American Water Works Co Inc Comp Equity (AWK)	0.4	$3.0M		21k	138.82	View chart
Corpay Inc Comp Equity (CPAY)	0.4	$2.9M	+3%	10k	290.36	View chart
S&p Global Equity (SPGI)	0.4	$2.8M	+10%	6.8k	417.59	View chart
Morgan Stanley Comp Equity (MS)	0.4	$2.8M		18k	158.37	View chart
Merck & Co. Inc. Comp Equity (MRK)	0.4	$2.8M	+4%	24k	118.10	View chart
Autodesk Inc Comp Equity (ADSK)	0.4	$2.8M	+10%	12k	235.68	View chart
Iamgold Corp Comp Equity (IAG)	0.4	$2.7M	+674%	156k	17.50	View chart
Boston Scientific Corp Equity (BSX)	0.4	$2.7M	+11%	43k	62.93	View chart
Now Inc Comp Equity (DNOW)	0.4	$2.7M	NEW	231k	11.62	View chart
Advanced Micro Devices Comp Equity (AMD)	0.4	$2.7M	+3%	14k	196.04	View chart
Tjx Companies Equity (TJX)	0.4	$2.7M	+3%	17k	155.79	View chart
Alamos Gold Inc-class A Comp Equity (AGI)	0.4	$2.6M	NEW	59k	44.47	View chart
Bank Of America Corp Equity (BAC)	0.4	$2.6M	+3%	56k	47.23	View chart
Pepsico Equity (PEP)	0.4	$2.5M	+9%	16k	156.82	View chart
Unitedhealth Group Inc Comp Equity (UNH)	0.4	$2.4M	+11%	9.1k	261.79	View chart
Corteva Inc Comp Equity (CTVA)	0.4	$2.4M	+290%	28k	82.95	View chart
Sempra Energy Comp Equity (SRE)	0.3	$2.3M	+6%	24k	96.58	View chart
Dr Horton Equity (DHI)	0.3	$2.3M	+33%	17k	132.53	View chart
Wex Inc Comp Equity (WEX)	0.3	$2.2M	+4%	14k	153.38	View chart
Targa Resources Corp Comp Equity (TRGP)	0.3	$2.2M		8.7k	248.09	View chart
Take-two Interactive Softwre Comp Equity (TTWO)	0.3	$2.1M	+12%	11k	193.08	View chart
Warrior Met Coal Inc Comp Equity (HCC)	0.3	$2.1M	NEW	23k	94.22	View chart
Lowe's Cos Equity (LOW)	0.3	$2.1M	+204%	9.0k	232.58	View chart
Cigna Corp Equity (CI)	0.3	$2.1M	+6%	8.0k	258.08	View chart
Chipotle Mexican Grill Inc Comp Equity (CMG)	0.3	$2.0M	+47%	65k	31.16	View chart
Oneok Inc Comp Equity (OKE)	0.3	$1.8M		19k	92.96	View chart
Arthur J Gallagher & Co Comp Equity (AJG)	0.2	$1.6M	+2%	7.6k	215.95	View chart
Delek Us Holdings Inc Comp Equity (DK)	0.2	$1.5M	NEW	34k	45.73	View chart
Lennar Corp-a Equity (LEN)	0.2	$1.5M	+52%	18k	84.88	View chart
L3harris Technologies Inc Comp Equity (LHX)	0.2	$1.5M	NEW	4.4k	339.93	View chart
Elevance Health Inc Comp Equity (ELV)	0.2	$1.5M	+8%	5.2k	284.79	View chart
Fiserv Inc Comp Equity (FISV)	0.2	$1.5M	+6%	27k	54.53	View chart
Salesforce.com Equity (CRM)	0.2	$1.4M	+13%	7.6k	185.03	View chart
Enbridge Inc Comp Equity (ENB)	0.2	$1.4M		25k	54.33	View chart
Williams Cos Inc Comp Equity (WMB)	0.2	$1.4M		19k	72.47	View chart
Oceaneering Intl Inc Comp Equity (OII)	0.2	$1.3M		39k	34.46	View chart
Talos Energy Inc Comp Equity (TALO)	0.2	$1.2M	NEW	75k	16.32	View chart
Verizon Communications Inc Comp Equity (VZ)	0.2	$1.2M	+3%	24k	50.30	View chart
Mosaic Co/the Comp Equity (MOS)	0.2	$1.2M	+1204%	46k	25.00	View chart
Msci Inc Comp Equity (MSCI)	0.2	$1.1M	+9%	2.0k	531.88	View chart
At&t Inc Comp Equity (T)	0.2	$1.1M		37k	28.78	View chart
Alpha Metallurgical Resource Comp Equity (AMR)	0.2	$1.0M	NEW	4.9k	214.24	View chart
Cameco Corp Comp Equity (CCJ)	0.2	$1.0M		9.4k	108.49	View chart
American Electric Power Comp Equity (AEP)	0.2	$1.0M	-28%	7.8k	131.12	View chart
Equinox Gold Corp Comp Equity (EQX)	0.2	$1.0M	NEW	70k	14.44	View chart
Comstock Resources Inc Comp Equity (CRK)	0.2	$1.0M	NEW	46k	21.88	View chart
Kla Corp Comp Equity (KLAC)	0.2	$993k		718.00	1382.58	View chart
Kinder Morgan Inc Comp Equity (KMI)	0.1	$981k		29k	33.65	View chart
Nisource Inc Comp Equity (NI)	0.1	$970k	NEW	21k	46.50	View chart
Ecolab Equity (ECL)	0.1	$959k		3.7k	262.49	View chart
Antero Midstream Corp Comp Equity (AM)	0.1	$927k		40k	23.12	View chart
Mplx Lp Comp Equity (MPLX)	0.1	$926k		16k	57.67	View chart
Atmos Energy Corp Comp Equity (ATO)	0.1	$909k	NEW	4.9k	185.02	View chart
Ameren Corporation Comp Equity (AEE)	0.1	$875k	-80%	8.0k	109.68	View chart
Ptc Inc Comp Equity (PTC)	0.1	$874k	+11%	6.3k	139.66	View chart
Adobe Systems Equity (ADBE)	0.1	$865k	+9%	3.6k	241.13	View chart
Aerovironment Inc Comp Equity (AVAV)	0.1	$749k	NEW	4.2k	176.97	View chart
Prologis Equity (PLD)	0.1	$733k	+5%	5.7k	128.78	View chart
Bristol-myers Squibb Equity (BMY)	0.1	$716k	+8%	12k	59.73	View chart
Intuit Inc Comp Equity (INTU)	0.1	$683k	+12%	1.6k	429.03	View chart
Enterprise Products Partners Comp Equity (EPD)	0.1	$659k		17k	39.08	View chart
Pultegroup Inc Comp Equity (PHM)	0.1	$628k	+290%	5.5k	113.72	View chart
T-mobile Us Inc Comp Equity (TMUS)	0.1	$623k	+3%	2.9k	213.94	View chart
Cvr Energy Inc Comp Equity (CVI)	0.1	$618k	NEW	18k	34.94	View chart
Gfl Environmental Inc-sub Vt Comp Equity (GFL)	0.1	$609k		15k	40.41	View chart
Union Pacific Corp Equity (UNP)	0.1	$594k		2.5k	239.23	View chart
Cme Group Inc Comp Equity (CME)	0.1	$580k	+8%	1.9k	297.58	View chart
Idexx Laboratories Equity (IDXX)	0.1	$578k		1.0k	557.09	View chart
Oge Energy Corp Comp Equity (OGE)	0.1	$569k	NEW	12k	47.89	View chart
Nexgen Energy Ltd Comp Equity (NXE)	0.1	$566k		49k	11.60	View chart
Ares Management Corp - A Comp Equity (ARES)	0.1	$550k	-67%	5.1k	107.66	View chart
Xcel Energy Inc Comp Equity (XEL)	0.1	$526k	NEW	6.6k	79.17	View chart
Planet Fitness Inc - Cl A Comp Equity (PLNT)	0.1	$510k	NEW	6.9k	73.73	View chart
Plains All Amer Pipeline Lp Comp Equity (PAA)	0.1	$501k		22k	22.47	View chart
Automatic Data Processing Equity (ADP)	0.1	$482k	+9%	2.3k	205.47	View chart
Marsh & Mclennan Cos Equity (MRSH)	0.1	$475k	+5%	2.7k	174.72	View chart
Csx Corp Equity (CSX)	0.1	$472k		12k	39.77	View chart
Freeport-mcmoran Inc Comp Equity (FCX)	0.1	$471k		8.6k	54.65	View chart
Vale Sa-sp Adr Comp Equity	0.1	$438k	NEW	29k	15.10	View chart
Evergy Inc Comp Equity (EVRG)	0.1	$431k	-66%	5.3k	81.59	View chart
Norfolk Southern Corp Equity (NSC)	0.1	$401k		1.4k	282.33	View chart
Newmont Goldcorp Corp Comp Equity (NEM)	0.1	$390k	+5%	3.8k	103.12	View chart
Pembina Pipeline Corp Comp Equity (PBA)	0.1	$387k		8.6k	45.17	View chart
Energy Transfer Lp Comp Equity (ET)	0.1	$366k		19k	19.59	View chart
Zoetis Equity (ZTS)	0.1	$362k		3.1k	116.33	View chart
Wec Energy Group Inc Comp Equity (WEC)	0.1	$351k	-81%	3.0k	115.33	View chart
Western Midstream Partners L Comp Equity (WES)	0.0	$330k		7.9k	41.62	View chart
Paypal Holdings Equity (PYPL)	0.0	$322k	+6%	7.2k	44.67	View chart
Home Depot Inc Comp Equity (HD)	0.0	$316k	NEW	976.00	323.50	View chart
Quimica Y Minera Chil-sp Adr Comp Equity (SQM)	0.0	$308k		3.8k	80.92	View chart
Realty Income Corp Equity (O)	0.0	$307k		5.0k	61.15	View chart
Canadian Natl Railway Co Comp Equity (CNI)	0.0	$304k		3.0k	101.33	View chart
Fortinet Inc Comp Equity	0.0	$296k	NEW	3.7k	79.05	View chart
Allstate Corp Equity (ALL)	0.0	$292k	+4%	1.4k	207.27	View chart
Linde Plc Comp Equity (LIN)	0.0	$274k	NEW	548.00	499.26	View chart
Uranium Energy Corp Comp Equity (UEC)	0.0	$243k		19k	12.52	View chart
Denison Mines Corp Comp Equity (DNN)	0.0	$235k		66k	3.54	View chart
Casella Waste Systems Inc-a Comp Equity (CWST)	0.0	$219k		2.8k	78.38	View chart
Equinor Asa Equity (EQNR)	0.0	$216k	NEW	5.0k	43.36	View chart
Genesis Energy L.p. Comp Equity (GEL)	0.0	$207k		12k	17.75	View chart
Energy Fuels Inc Comp Equity (UUUU)	0.0	$186k		10k	18.33	View chart
Nvr Inc Comp Equity (NVR)	0.0	$163k	-10%	25.00	6499.36	View chart
Okta Inc Comp Equity (OKTA)	0.0	$160k	+6%	2.1k	75.47	View chart
Digital Realty Trust Equity (DLR)	0.0	$135k		768.00	175.18	View chart
Estee Lauder Companies-cl A Comp Equity (EL)	0.0	$122k	+27%	1.8k	67.98	View chart
Microchip Technology Inc Comp Equity (MCHP)	0.0	$121k	+2%	2.0k	60.06	View chart
Kb Home Equity (KBH)	0.0	$120k	+3%	2.4k	50.51	View chart
Equinix Equity (EQIX)	0.0	$110k		114.00	964.05	View chart
West Fraser Timber Equity (WFG)	0.0	$97k	-86%	1.5k	65.43	View chart
Voya Financial Equity (VOYA)	0.0	$94k	+4%	1.4k	66.90	View chart
First Industrial Realty Tr Equity (FR)	0.0	$88k		1.5k	57.26	View chart
Terreno Realty Corp Equity (TRNO)	0.0	$81k		1.3k	60.61	View chart
Toast Inc-class A Comp Equity (TOST)	0.0	$81k		3.1k	26.06	View chart
Eastgroup Properties Equity (EGP)	0.0	$80k		434.00	183.49	View chart
American Tower Corp Equity (AMT)	0.0	$73k		427.00	170.36	View chart
International Paper Equity (IP)	0.0	$72k		2.1k	35.00	View chart
Centrus Energy Corp-class A Comp Equity (LEU)	0.0	$72k		428.00	168.52	View chart
Stag Industrial Equity (STAG)	0.0	$71k		2.0k	36.09	View chart
Centene Corp Comp Equity (CNC)	0.0	$70k	+16%	2.2k	31.80	View chart
Humana Equity (HUM)	0.0	$68k	+5%	410.00	166.00	View chart
Booz Allen Hamilton Holdings Comp Equity (BAH)	0.0	$66k	+8%	840.00	78.95	View chart
American Homes 4 Rent- A Equity (AMH)	0.0	$64k		2.3k	27.93	View chart
Toll Brothers Inc Comp Equity (TOL)	0.0	$64k		487.00	130.46	View chart
National Retail Properties Equity (NNN)	0.0	$63k		1.5k	41.89	View chart
Zeta Global Holdings Corp-a Comp Equity (ZETA)	0.0	$63k		4.2k	14.81	View chart
Tri Pointe Group Equity (TPH)	0.0	$61k		1.3k	46.70	View chart
Q2 Holdings Inc Comp Equity (QTWO)	0.0	$59k		1.3k	46.58	View chart
International Seaways Inc Comp Equity (INSW)	0.0	$58k	NEW	822.00	70.93	View chart
Taylor Morrison Home Corp-a Equity (TMHC)	0.0	$57k		1.0k	57.21	View chart
Invitation Homes Equity (INVH)	0.0	$56k		2.3k	24.77	View chart
Teekay Tankers Ltd-class A Comp Equity (TNK)	0.0	$52k	NEW	720.00	72.03	View chart
Dht Holdings Inc Comp Equity (DHT)	0.0	$49k	NEW	2.7k	17.93	View chart
Extra Space Storage Inc Comp Equity (EXR)	0.0	$47k		364.00	128.28	View chart
Rexford Industrial Realty In Equity (REXR)	0.0	$45k		1.4k	32.62	View chart
Synopsys Inc Comp Equity (SNPS)	0.0	$44k	+7%	114.00	383.14	View chart
Louisiana-pacific Corp Equity (LPX)	0.0	$42k		603.00	70.27	View chart
Alkami Technology Inc Comp Equity (ALKT)	0.0	$42k		2.7k	15.60	View chart
Nutanix Inc - A Comp Equity (NTNX)	0.0	$41k		1.1k	37.93	View chart
Mid-america Apartment Comm Equity (MAA)	0.0	$40k		330.00	121.72	View chart
Crown Castle Intl Corp Equity (CCI)	0.0	$40k		497.00	79.68	View chart
Public Storage Comp Equity (PSA)	0.0	$36k	-93%	135.00	265.13	View chart
Equity Lifestyle Properties Equity (ELS)	0.0	$35k		552.00	62.52	View chart
Avalonbay Communities Equity (AVB)	0.0	$31k		189.00	161.56	View chart
Scorpio Tankers Inc Comp Equity (STNG)	0.0	$30k	NEW	404.00	73.66	View chart
Camden Property Trust Equity (CPT)	0.0	$29k		301.00	97.84	View chart
Sba Communications Corp Equity (SBAC)	0.0	$29k		168.00	169.83	View chart
Torm Equity (TRMD)	0.0	$28k	NEW	1.0k	27.91	View chart
Semrush Holdings Inc-a Comp Equity (SEMR)	0.0	$28k		2.3k	11.94	View chart
Udr Equity (UDR)	0.0	$27k		801.00	33.66	View chart
Sun Communities Equity (SUI)	0.0	$27k		211.00	126.20	View chart
Equity Residential Equity (EQR)	0.0	$24k		417.00	58.58	View chart
Vertex Inc - Class A Comp Equity (VERX)	0.0	$23k		1.9k	11.67	View chart
Essex Property Trust Equity (ESS)	0.0	$21k		88.00	242.61	View chart
Cubesmart Comp Equity (CUBE)	0.0	$20k		548.00	35.90	View chart
Meritage Homes Corp Equity (MTH)	0.0	$19k		311.00	60.07	View chart
Sprinklr Inc-a Comp Equity (CXM)	0.0	$17k		2.8k	5.94	View chart
National Storage Affiliates Comp Equity (NSA)	0.0	$14k		380.00	37.00	View chart
Independence Realty Trust In Comp Equity (IRT)	0.0	$13k		896.00	14.81	View chart
Dynatrace Inc Comp Equity (DT)	0.0	$11k		298.00	37.13	View chart
Lgi Homes Equity (LGIH)	0.0	$9.9k		263.00	37.75	View chart
Royal Bank Of Canada Comp Equity (RY)	0.0	$485.000100	-99%	3.00	161.67	View chart

Past Filings by Fulcrum Asset Management

SEC 13F filings are viewable for Fulcrum Asset Management going back to 2020

Fulcrum Asset Management 2026 Q1 filed May 14, 2026
Fulcrum Asset Management 2025 Q4 restated filed Feb. 5, 2026
Fulcrum Asset Management 2025 Q4 filed Feb. 3, 2026
Fulcrum Asset Management 2025 Q2 restated filed Nov. 24, 2025
Fulcrum Asset Management 2025 Q3 restated filed Nov. 24, 2025
Fulcrum Asset Management 2025 Q3 filed Nov. 18, 2025
Fulcrum Asset Management 2025 Q2 filed Aug. 12, 2025
Fulcrum Asset Management 2025 Q1 filed April 24, 2025
Fulcrum Asset Management 2024 Q4 filed Feb. 3, 2025
Fulcrum Asset Management 2024 Q3 filed Oct. 15, 2024
Fulcrum Asset Management 2024 Q2 filed July 15, 2024
Fulcrum Asset Management 2022 Q1 filed May 10, 2022
Fulcrum Asset Management 2021 Q4 filed March 24, 2022
Fulcrum Asset Management 2021 Q3 filed Oct. 19, 2021
Fulcrum Asset Management 2021 Q2 restated filed July 13, 2021
Fulcrum Asset Management 2021 Q2 filed July 12, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z