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Fulcrum Equity Management

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

Top 5 stock holdings are ITOT, URTH, XLK, NVDA, OKE, and represent 32.19% of Fulcrum Equity Management's stock portfolio.
Added to shares of these 10 stocks: XLK, NVDA, MSFT, AAPL, GRNY, GOOGL, XLY, AMZN, JPM, XLV.
Started 34 new stock positions in AVEM, Managed Portfolio Series, CSD, GRNY, TSM, AMAT, LRCX, XBI, KNCT, SIVR.
Reduced shares in these 10 stocks: SPY (-$8.4M), ROKT, , GGME, FFTY, IYW, IPO, ITA, PKB, PPA.
Sold out of its positions in AUPH, RECS, FFTY, GGME, ACWI, IPO, XTL, ROKT, BIL, XLE. SPOT.
Fulcrum Equity Management was a net buyer of stock by $8.5M.
Fulcrum Equity Management has $105M in assets under management (AUM), dropping by 5.83%.
Central Index Key (CIK): 0001737888

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

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Portfolio Holdings for Fulcrum Equity Management

Fulcrum Equity Management holds 117 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	11.1	$12M		78k	148.69	View chart
Ishares Msci World Etf (URTH)	8.2	$8.6M		46k	185.77	View chart
Select Sector Spdr Tr State Street Tec (XLK)	5.6	$5.8M	+91%	41k	143.97	View chart
NVIDIA Corporation (NVDA)	3.8	$3.9M	+65%	21k	186.50	View chart
Oneok (OKE)	3.6	$3.7M		51k	73.50	View chart
Apple (AAPL)	2.4	$2.5M	+93%	9.2k	271.87	View chart
Select Sector Spdr Tr State Street Com (XLC)	2.2	$2.3M	-3%	19k	117.72	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.0	$2.1M	+6%	38k	54.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$2.0M	-8%	4.0k	502.65	View chart
Wal-Mart Stores (WMT)	1.8	$1.9M	+6%	17k	111.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$1.8M	+102%	5.8k	312.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$1.7M	-32%	8.7k	199.68	View chart
Microsoft Corporation (MSFT)	1.7	$1.7M	+272%	3.6k	483.67	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$1.7M	+3%	6.8k	252.93	View chart
Select Sector Spdr Tr State Street Con (XLY)	1.6	$1.7M	+97%	14k	119.41	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.6	$1.7M	+69%	11k	154.80	View chart
Amazon (AMZN)	1.6	$1.6M	+92%	7.1k	230.82	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$1.2M	-7%	20k	60.81	View chart
Meta Platforms Cl A (META)	1.2	$1.2M	+105%	1.8k	660.17	View chart
Spdr Series Trust State Street Spd (SPLG)	1.1	$1.2M		15k	80.22	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.2M	+145%	3.7k	322.22	View chart
Tesla Motors (TSLA)	1.1	$1.1M	+78%	2.5k	449.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.1	$1.1M		42k	26.23	View chart
Broadcom (AVGO)	1.0	$1.1M	+87%	3.1k	346.07	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.0	$1.1M	+28%	18k	59.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.0	$1.0M	-32%	6.7k	155.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$1.0M	+43%	4.7k	212.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$956k	-8%	1.4k	685.02	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.9	$940k	NEW	38k	24.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$889k	-17%	27k	32.62	View chart
Lowe's Companies (LOW)	0.8	$850k		3.5k	241.15	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.8	$850k	+167%	20k	42.69	View chart
Eli Lilly & Co. (LLY)	0.8	$821k	+91%	764.00	1074.64	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.8	$797k	+81%	3.5k	224.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$790k	-91%	1.2k	681.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$744k	-3%	6.0k	123.27	View chart
Sila Realty Trust Common Stock (SILA)	0.7	$715k		31k	23.31	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.6	$677k	+15%	633.00	1069.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$642k		9.0k	71.41	View chart
Ge Vernova (GEV)	0.6	$633k		968.00	653.57	View chart
Managed Portfolio Series Kensington Cr Op	0.6	$627k	NEW	25k	25.02	View chart
Goldman Sachs (GS)	0.6	$605k	+67%	688.00	879.07	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$596k	NEW	9.3k	64.42	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.6	$589k	NEW	8.7k	67.64	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.5	$568k	NEW	7.7k	73.92	View chart
Amphenol Corp Cl A (APH)	0.5	$559k	+50%	4.1k	135.14	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$539k	+4%	12k	46.54	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.5	$524k	-19%	11k	46.22	View chart
Costco Wholesale Corporation (COST)	0.5	$520k	+57%	603.00	862.44	View chart
Exxon Mobil Corporation (XOM)	0.5	$511k	+11%	4.2k	120.34	View chart
Ishares Tr Micro-cap Etf (IWC)	0.5	$509k	+95%	3.2k	157.71	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$499k	NEW	2.4k	205.60	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$479k	-8%	7.1k	67.22	View chart
American Healthcare Reit Com Shs (AHR)	0.4	$466k		9.9k	47.06	View chart
Duke Energy Corp Com New (DUK)	0.4	$463k		3.9k	117.22	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.4	$432k		17k	25.66	View chart
Palantir Technologies Cl A (PLTR)	0.4	$425k	+50%	2.4k	177.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$423k	-2%	18k	23.37	View chart
Visa Com Cl A (V)	0.4	$409k	NEW	1.2k	350.73	View chart
Arista Networks Com Shs (ANET)	0.4	$401k	+93%	3.1k	131.03	View chart
Netflix (NFLX)	0.4	$401k	+2151%	4.3k	93.76	View chart
Alps Etf Tr Med Breakthgh (SBIO)	0.4	$384k	NEW	7.5k	51.22	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$379k	-8%	9.8k	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$379k		11k	33.30	View chart
Oracle Corporation (ORCL)	0.4	$378k	+56%	1.9k	194.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$375k	-57%	1.9k	198.65	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$375k	-25%	3.1k	119.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$363k	NEW	4.5k	81.17	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$360k		3.4k	106.72	View chart
Ge Aerospace Com New (GE)	0.3	$355k	+56%	1.2k	308.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$355k	NEW	895.00	396.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$352k		2.9k	121.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$349k	NEW	4.5k	77.01	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.3	$344k	-65%	3.7k	92.59	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.3	$344k	NEW	2.7k	129.54	View chart
Spdr Series Trust State Street Spd (XBI)	0.3	$334k	NEW	2.7k	121.94	View chart
Etfis Ser Tr I Virtus Lifesc Bt (BBP)	0.3	$332k	NEW	4.2k	79.92	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$323k	-66%	3.3k	98.32	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$318k	+24%	2.7k	119.75	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.3	$315k	NEW	3.3k	96.12	View chart
Doordash Cl A (DASH)	0.3	$314k		1.4k	226.48	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$311k	-67%	2.0k	156.64	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.3	$311k	NEW	3.9k	78.86	View chart
Rbc Cad (RY)	0.3	$311k	+5%	1.8k	170.49	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$308k	-68%	1.4k	214.71	View chart
Invesco Exchange Traded Fd T Next Gen Connect (KNCT)	0.3	$304k	NEW	2.3k	133.97	View chart
Abbvie (ABBV)	0.3	$300k	-32%	1.3k	228.46	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$298k	NEW	982.00	303.89	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$293k	-2%	3.1k	95.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$276k	-12%	3.2k	85.37	View chart
Coca-Cola Company (KO)	0.3	$271k	NEW	3.9k	69.91	View chart
Mastercard Incorporated Cl A (MA)	0.3	$266k	NEW	465.00	570.88	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$264k	+3%	3.4k	78.67	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$263k	-2%	2.5k	104.03	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$260k	-2%	5.2k	50.01	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$259k	NEW	2.6k	99.74	View chart
Global X Fds Glb X Guru Index (GURU)	0.2	$258k	NEW	4.1k	62.51	View chart
Applied Materials (AMAT)	0.2	$258k	NEW	1.0k	256.99	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$254k	NEW	1.9k	136.73	View chart
Novartis Sponsored Adr (NVS)	0.2	$249k	+3%	1.8k	137.87	View chart
Spdr Series Trust State Street Spd (CNRG)	0.2	$247k	NEW	2.8k	89.47	View chart
Banco Santander Sa Adr (SAN)	0.2	$245k	+39%	21k	11.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.2	$242k	NEW	4.3k	56.61	View chart
Novo-nordisk A S Adr (NVO)	0.2	$241k	-17%	4.7k	50.88	View chart
Nebius Group Shs Class A (NBIS)	0.2	$238k	NEW	2.8k	83.71	View chart
Lam Research Corp Com New (LRCX)	0.2	$232k	NEW	1.4k	171.18	View chart
Enbridge (ENB)	0.2	$226k	+13%	4.7k	47.83	View chart
Chunghwa Telecom Spon Adr New11 (CHT)	0.2	$224k		5.4k	41.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$221k	NEW	359.00	614.43	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$220k	+50%	4.8k	45.89	View chart
Totalenergies Se Act (TTFNF)	0.2	$219k	NEW	3.3k	65.42	View chart
Fox Corp Cl A Com (FOXA)	0.2	$207k	NEW	2.8k	73.07	View chart
Verizon Communications (VZ)	0.2	$204k	+6%	5.0k	40.73	View chart
Cintas Corporation (CTAS)	0.2	$203k	NEW	1.1k	188.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$203k	NEW	647.00	313.88	View chart
Philip Morris International (PM)	0.2	$201k	NEW	1.3k	160.40	View chart
Bitfarms (BITF)	0.1	$112k	+313%	48k	2.35	View chart

Past Filings by Fulcrum Equity Management

SEC 13F filings are viewable for Fulcrum Equity Management going back to 2018

Fulcrum Equity Management 2025 Q3 filed Jan. 6, 2026
Fulcrum Equity Management 2025 Q4 filed Jan. 6, 2026
Fulcrum Equity Management 2025 Q2 filed Aug. 25, 2025
Fulcrum Equity Management 2025 Q1 filed May 1, 2025
Fulcrum Equity Management 2024 Q4 filed March 24, 2025
Fulcrum Equity Management 2024 Q3 filed Nov. 22, 2024
Fulcrum Equity Management 2024 Q3 restated filed Nov. 22, 2024
Fulcrum Equity Management 2024 Q2 filed July 22, 2024
Fulcrum Equity Management 2024 Q1 filed April 24, 2024
Fulcrum Equity Management 2023 Q4 filed Jan. 19, 2024
Fulcrum Equity Management 2023 Q4 amended filed Jan. 19, 2024
Fulcrum Equity Management 2023 Q3 filed Nov. 13, 2023
Fulcrum Equity Management 2022 Q4 restated filed July 10, 2023
Fulcrum Equity Management 2023 Q2 filed July 7, 2023
Fulcrum Equity Management 2023 Q2 restated filed July 7, 2023
Fulcrum Equity Management 2023 Q1 filed April 6, 2023

View all past filings

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