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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, OKE, XLK, NVDA, and represent 31.31% of Fulcrum Equity Management's stock portfolio.
Added to shares of these 10 stocks: SCHD, XLE, SPLV, TSLA, XLP, LDUR, AVSF, BIL, LST, GSY.
Started 35 new stock positions in LDUR, RSPG, CEF, GSY, ALKT, AMD, SPLV, SCHD, BLCR, XTL.
Reduced shares in these 10 stocks: QQQM, IYW, XLG, IVV, FTEC, , XLK, GRNY, SCHG, IWC.
Sold out of its positions in SBIO, GOOG, BN, CTAS, FTEC, FYC, AIRR, FOXA, GURU, QQQ.
Fulcrum Equity Management was a net buyer of stock by $1.1M.
Fulcrum Equity Management has $103M in assets under management (AUM), dropping by -1.57%.
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 125 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
Ishares Tr Core S&p Ttl Stk (ITOT)	10.3	$11M	-3%	75k	142.43	View chart
Ishares Msci World Etf (URTH)	8.1	$8.3M		46k	180.02	View chart
Oneok (OKE)	4.5	$4.7M		52k	90.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	4.5	$4.6M	-14%	35k	132.90	View chart
NVIDIA Corporation (NVDA)	3.9	$4.0M	+7%	23k	174.40	View chart
Apple (AAPL)	2.6	$2.6M	+13%	10k	253.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$2.3M	NEW	76k	30.68	View chart
Wal-Mart Stores (WMT)	2.0	$2.1M		17k	124.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$1.9M		4.0k	479.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.7	$1.8M	NEW	29k	61.26	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.7	$1.8M	-17%	16k	110.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$1.7M		5.8k	287.58	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.4	$1.4M	-8%	9.9k	146.61	View chart
Spdr Series Trust State Street Spd (SPYM)	1.4	$1.4M	+27%	19k	76.54	View chart
Amazon (AMZN)	1.4	$1.4M	-4%	6.8k	208.27	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.4	$1.4M	+30%	8.7k	161.73	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.4	$1.4M	-26%	28k	49.37	View chart
Select Sector Spdr Tr State Street Con (XLY)	1.2	$1.2M	-20%	11k	108.98	View chart
Microsoft Corporation (MSFT)	1.2	$1.2M	-6%	3.3k	370.15	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.1	$1.1M	NEW	15k	73.14	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.1M		3.7k	294.16	View chart
Tesla Motors Call Option (TSLA)	1.0	$1.1M	+543%	16k	65.73	View chart
Broadcom (AVGO)	0.9	$967k	+2%	3.1k	309.49	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.9	$893k	+6%	676.00	1320.83	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.9	$884k	NEW	11k	81.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$860k	-14%	4.1k	211.13	View chart
Meta Platforms Cl A (META)	0.8	$858k	-18%	1.5k	572.18	View chart
Ge Vernova (GEV)	0.8	$847k		970.00	872.90	View chart
Eli Lilly & Co. (LLY)	0.8	$842k	+19%	915.00	920.23	View chart
Lowe's Companies (LOW)	0.8	$837k		3.5k	236.25	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.8	$809k	-11%	18k	45.89	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.8	$801k	NEW	8.4k	95.82	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.8	$801k	NEW	17k	46.80	View chart
Spdr Series Trust State Street Spd (BIL)	0.8	$775k	NEW	8.5k	91.64	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$774k	-34%	13k	58.18	View chart
Exxon Mobil Corporation (XOM)	0.7	$750k	+4%	4.4k	169.67	View chart
Sila Realty Trust Common Stock (SILA)	0.7	$729k		31k	23.68	View chart
Managed Portfolio Series Leuthold Select (LST)	0.7	$720k	NEW	18k	40.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$704k	+3%	6.2k	113.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$700k	-33%	28k	25.10	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.7	$686k	NEW	14k	50.12	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$636k		9.3k	68.14	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.6	$625k	-7%	7.1k	88.00	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.6	$623k		8.7k	71.61	View chart
Costco Wholesale Corporation (COST)	0.6	$608k		610.00	996.59	View chart
Goldman Sachs (GS)	0.6	$598k	+2%	706.00	846.27	View chart
Amphenol Corp Cl A (APH)	0.6	$582k	+11%	4.6k	126.35	View chart
Managed Portfolio Series Kensington Cr Op (KAMO)	0.6	$577k	-6%	23k	24.68	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.5	$558k	NEW	17k	32.15	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.5	$556k	NEW	11k	49.97	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$542k		12k	46.19	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.5	$532k	+2%	12k	45.86	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$530k		2.4k	218.72	View chart
Duke Energy Corp Com New (DUK)	0.5	$520k		4.0k	130.93	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$520k	NEW	7.6k	68.47	View chart
American Healthcare Reit Com Shs (AHR)	0.5	$467k		9.9k	47.16	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.4	$439k	+7%	18k	24.21	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$424k		18k	23.22	View chart
Spdr Series Trust State Street Spd (XES)	0.4	$423k	NEW	3.6k	116.34	View chart
Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ)	0.4	$421k	NEW	10k	41.44	View chart
Applied Materials (AMAT)	0.4	$411k	+19%	1.2k	341.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$402k	+2%	4.6k	88.16	View chart
Netflix (NFLX)	0.4	$392k	-4%	4.1k	96.15	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$390k	+17%	1.2k	337.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$387k	+6%	4.8k	80.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$385k		895.00	430.29	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$380k		12k	32.95	View chart
Lam Research Corp Com New (LRCX)	0.4	$378k	+30%	1.8k	213.66	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$367k	NEW	16k	22.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$363k		1.9k	191.78	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$356k		9.8k	36.22	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$352k	-77%	1.9k	181.44	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$352k		2.7k	130.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$351k		3.1k	112.13	View chart
Ge Aerospace Com New (GE)	0.3	$349k	+6%	1.2k	283.78	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.3	$342k	-12%	2.3k	147.47	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$339k	NEW	4.1k	82.87	View chart
Visa Com Cl A (V)	0.3	$335k	-4%	1.1k	302.27	View chart
Palantir Technologies Cl A (PLTR)	0.3	$329k	-6%	2.2k	146.28	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.3	$322k	NEW	3.8k	84.50	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$308k	-53%	4.1k	74.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.3	$305k	NEW	2.8k	109.47	View chart
Totalenergies Se Act (TTE)	0.3	$304k		3.3k	90.98	View chart
Rbc Cad (RY)	0.3	$299k		1.8k	161.78	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.3	$299k	-19%	3.2k	94.38	View chart
Coca-Cola Company (KO)	0.3	$297k		3.9k	76.05	View chart
Abbvie (ABBV)	0.3	$295k	+3%	1.4k	217.45	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$293k		3.1k	94.96	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$293k	NEW	4.1k	70.83	View chart
Spdr Series Trust State Street Spd (ROKT)	0.3	$291k	NEW	2.9k	99.46	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.3	$284k	-68%	12k	23.87	View chart
Nebius Group Shs Class A (NBIS)	0.3	$283k	-4%	2.7k	103.76	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.3	$277k		3.4k	82.49	View chart
Novartis Sponsored Adr (NVS)	0.3	$276k		1.8k	152.75	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.3	$272k	NEW	6.6k	41.06	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$266k	+2%	5.3k	50.04	View chart
Invesco Exchange Traded Fd T Next Gen Connect (KNCT)	0.3	$265k	-15%	1.9k	138.58	View chart
Alkami Technology (ALKT)	0.3	$264k	NEW	17k	15.67	View chart
Enbridge (ENB)	0.3	$260k	+2%	4.8k	54.14	View chart
Oracle Corporation (ORCL)	0.3	$259k	-9%	1.8k	147.11	View chart
Spdr Series Trust State Street Spd (XTL)	0.2	$255k	NEW	1.4k	188.06	View chart
First Tr Exchange Traded Nasdq Fod Bvrg (FTXG)	0.2	$253k	NEW	11k	22.14	View chart
Verizon Communications (VZ)	0.2	$250k		5.0k	50.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$247k	-68%	8.5k	29.13	View chart
Emcor (EME)	0.2	$244k	NEW	331.00	738.32	View chart
Arista Networks Com Shs (ANET)	0.2	$244k	-35%	2.0k	122.78	View chart
Advanced Micro Devices (AMD)	0.2	$240k	NEW	1.2k	203.43	View chart
Etfis Ser Tr I Virtus Lifesc Bt (BBP)	0.2	$240k	-30%	2.9k	83.06	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$240k	NEW	5.0k	47.72	View chart
Cabot Oil & Gas Corporation (CTRA)	0.2	$236k	NEW	6.7k	35.14	View chart
Banco Santander Sa Adr (SAN)	0.2	$236k		21k	11.28	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$231k	-20%	2.1k	112.67	View chart
Doordash Cl A (DASH)	0.2	$230k	+10%	1.5k	150.15	View chart
Chunghwa Telecom Spon Adr New11 (CHT)	0.2	$227k		5.4k	42.24	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.2	$217k	-15%	3.6k	60.07	View chart
Newmont Mining Corporation (NEM)	0.2	$216k	NEW	2.0k	108.27	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.2	$216k	NEW	6.8k	31.69	View chart
Mastercard Incorporated Cl A (MA)	0.2	$213k	-8%	426.00	499.69	View chart
Casey's General Stores (CASY)	0.2	$213k	NEW	292.00	727.89	View chart
Philip Morris International (PM)	0.2	$207k		1.3k	165.34	View chart
Raytheon Technologies Corp (RTX)	0.2	$204k	NEW	1.1k	192.90	View chart
Marvell Technology (MRVL)	0.2	$201k	NEW	2.0k	99.05	View chart
Bitfarms (BITF)	0.1	$60k	-35%	31k	1.95	View chart
Ark Etf Tr Genomic Rev Etf Call Option (ARKG)	0.0	$26k	NEW	20k	1.30	View chart
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)	0.0	$7.2k	NEW	24k	0.30	View chart

Past Filings by Fulcrum Equity Management

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

Fulcrum Equity Management 2026 Q1 filed April 2, 2026
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

View all past filings

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