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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, TSLA, URTH, XLK, OKE, and represent 31.90% of Fulcrum Equity Management's stock portfolio.
Added to shares of these 10 stocks: TSLA, SPMO, Roundhill Memory Etf, FLRN, SPYM, XLF, CLOI, AAOI, MU, PTF.
Started 37 new stock positions in VFMO, IALT, CM, KLAC, XLRE, GRNJ, AIRR, RKLB, FLRN, INTC.
Reduced shares in these 10 stocks: SPLV, SCHD, , LDUR, AVSF, Sila Realty Trust, LST, XLE, XES, PXJ.
Sold out of its positions in AVSF, Bitfarms, CTRA, Sila Realty Trust, CASY, BBP, FCG, FTXG, RSPG, PXJ. SPLV, EFV, QUAL, IAGG, LST, NFLX, LDUR, XES, XLP, CEF, MOO.
Fulcrum Equity Management was a net buyer of stock by $12M.
Fulcrum Equity Management has $136M in assets under management (AUM), dropping by 32.62%.
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 141 positions in its portfolio as reported in the June 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)	9.0	$12M		75k	164.27	View chart
Tesla Motors (TSLA)	8.1	$11M	+61%	26k	420.60	View chart
Ishares Msci World Etf (URTH)	6.9	$9.4M		46k	202.64	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	4.7	$6.4M	-3%	33k	190.52	View chart
Oneok (OKE)	3.3	$4.5M		52k	86.94	View chart
NVIDIA Corporation (NVDA)	3.3	$4.5M		23k	200.09	View chart
Apple (AAPL)	2.3	$3.1M		11k	289.35	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.8	$2.5M	+50%	28k	87.88	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	1.7	$2.3M	+51%	43k	53.61	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.7	$2.3M	+348%	14k	161.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$2.1M	+2%	6.0k	357.37	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.5	$2.1M		24k	86.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$2.0M		4.0k	500.39	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.4	$1.9M	+19%	11k	185.23	View chart
Wal-Mart Stores (WMT)	1.4	$1.9M		17k	113.26	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	1.1	$1.6M	+16%	13k	117.28	View chart
Amazon (AMZN)	1.1	$1.5M	-5%	6.5k	238.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.5M	-38%	47k	31.71	View chart
Microsoft Corporation (MSFT)	1.1	$1.5M	+17%	3.9k	373.04	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.1	$1.4M	-15%	14k	107.13	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	1.0	$1.4M	+4%	708.00	1989.44	View chart
Broadcom (AVGO)	1.0	$1.4M	+17%	3.7k	377.76	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.9	$1.2M	-20%	7.8k	158.65	View chart
JPMorgan Chase & Co. (JPM)	0.9	$1.2M		3.8k	327.35	View chart
Roundhill Etf Trust Memory Etf	0.9	$1.2M	NEW	16k	73.85	View chart
Ge Vernova (GEV)	0.9	$1.2M	+3%	1.0k	1174.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$1.1M	+41%	39k	28.96	View chart
Advanced Micro Devices (AMD)	0.8	$1.1M	+64%	1.9k	580.91	View chart
Nebius Group Shs Class A (NBIS)	0.8	$1.1M	+42%	3.9k	276.17	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.8	$1.1M	+38%	12k	91.64	View chart
Eli Lilly & Co. (LLY)	0.7	$1.0M	-8%	836.00	1199.38	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.7	$974k	-36%	18k	53.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.7	$967k	+78%	21k	46.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$936k	+9%	6.8k	137.52	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.7	$920k	NEW	30k	30.85	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.7	$920k	+33%	18k	50.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$915k		14k	68.01	View chart
Applied Materials (AMAT)	0.6	$868k		1.2k	723.01	View chart
Ark Etf Tr Genomic Rev Etf Call Option (ARKG)	0.6	$841k		20k	42.06	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.6	$821k	+48%	1.7k	477.57	View chart
Meta Platforms Cl A (META)	0.6	$785k	-7%	1.4k	563.33	View chart
Lowe's Companies (LOW)	0.6	$785k		3.6k	220.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$775k	-16%	3.4k	227.06	View chart
Lam Research Corp Com New (LRCX)	0.5	$729k	-4%	1.7k	433.34	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$709k	+22%	9.3k	76.11	View chart
Goldman Sachs (GS)	0.5	$699k	-2%	691.00	1011.91	View chart
Amphenol Corp Cl A (APH)	0.5	$676k	-16%	3.8k	176.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$660k	+129%	20k	33.84	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.5	$656k	NEW	12k	52.95	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.5	$644k		18k	36.60	View chart
Applied Optoelectronics (AAOI)	0.5	$623k	NEW	4.2k	148.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$605k	+23%	2.4k	252.22	View chart
Micron Technology (MU)	0.4	$601k	NEW	521.00	1154.29	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$598k	-25%	13k	45.34	View chart
Exxon Mobil Corporation (XOM)	0.4	$592k	-2%	4.3k	136.72	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.4	$586k	-6%	6.6k	88.50	View chart
Costco Wholesale Corporation (COST)	0.4	$552k	-3%	590.00	935.67	View chart
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)	0.4	$544k	-5%	22k	24.64	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.4	$542k	-17%	1.9k	284.98	View chart
American Healthcare Reit Com Shs (AHR)	0.4	$517k		9.9k	52.15	View chart
Duke Energy Corp Com New (DUK)	0.4	$506k		4.0k	126.58	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.4	$500k	NEW	3.7k	136.31	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$495k		9.3k	53.47	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.4	$494k	-16%	2.6k	187.81	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.4	$489k		8.7k	56.22	View chart
Ast Spacemobile Com Cl A (ASTS)	0.4	$483k	+32%	5.4k	88.86	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.4	$483k	+46%	17k	27.65	View chart
Palantir Technologies Cl A (PLTR)	0.4	$482k	+83%	4.1k	116.67	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$473k	+12%	21k	23.13	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$457k	-24%	8.7k	52.72	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$450k	NEW	3.4k	133.25	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$439k		2.4k	181.15	View chart
Invesco Exchange Traded Fd T Next Gen Con Etf (KNCT)	0.3	$435k	+8%	2.1k	210.91	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.3	$435k	+30%	4.7k	92.41	View chart
Ge Aerospace Com New (GE)	0.3	$432k	-6%	1.2k	373.75	View chart
Palo Alto Networks (PANW)	0.3	$417k	NEW	1.2k	341.02	View chart
Marvell Technology (MRVL)	0.3	$414k	-31%	1.4k	297.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$410k	+12%	18k	22.78	View chart
Liquidia Corporation Com New (LQDA)	0.3	$399k	NEW	5.0k	79.73	View chart
Managed Portfolio Ser Kens He Prem Etf (KHPI)	0.3	$393k	-16%	15k	25.82	View chart
Johnson Controls Internation SHS (JCI)	0.3	$389k		2.7k	146.11	View chart
Visa Com Cl A (V)	0.3	$388k		1.1k	343.14	View chart
Rbc Cad (RY)	0.3	$384k		1.9k	206.97	View chart
Spdr Series Trust Sp Kensho Final (ROKT)	0.3	$361k	+3%	3.0k	119.49	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$353k	+5%	7.0k	50.37	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.3	$349k	+13%	2.3k	149.72	View chart
Dell Technologies CL C (DELL)	0.3	$346k	NEW	802.00	431.55	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$344k		4.6k	75.51	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$344k	-34%	7.6k	45.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$343k	NEW	971.00	353.40	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$342k	NEW	1.7k	199.81	View chart
Arista Networks Com Shs (ANET)	0.2	$339k		2.0k	169.88	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$338k	NEW	5.9k	56.79	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$330k	-41%	6.5k	50.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$330k		895.00	368.38	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$328k	+12%	3.5k	94.51	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$328k	NEW	1.1k	285.60	View chart
Abbvie (ABBV)	0.2	$323k	-5%	1.3k	251.60	View chart
Intel Corporation (INTC)	0.2	$322k	NEW	2.3k	139.63	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$319k		3.4k	95.09	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.2	$318k	NEW	5.0k	63.85	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$317k	+28%	5.3k	59.71	View chart
Tower Semiconductor Shs New (TSEM)	0.2	$313k	NEW	1.2k	260.64	View chart
Doordash Cl A (DASH)	0.2	$309k	+9%	1.7k	184.53	View chart
Coca-Cola Company (KO)	0.2	$307k	-3%	3.8k	81.27	View chart
Alkami Technology (ALKT)	0.2	$305k		17k	18.12	View chart
Oracle Corporation (ORCL)	0.2	$303k	+17%	2.1k	146.56	View chart
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)	0.2	$302k	NEW	9.6k	31.44	View chart
Spdr Series Trust St Str Sp Telco (XTL)	0.2	$301k	-2%	1.3k	227.42	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$299k	NEW	11k	28.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$297k	NEW	398.00	746.50	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$293k	NEW	5.5k	53.09	View chart
Banco Santander Sa Adr (SAN)	0.2	$288k		21k	13.80	View chart
Novartis Sponsored Adr (NVS)	0.2	$283k		1.8k	156.72	View chart
Quanta Services (PWR)	0.2	$276k	NEW	383.00	720.05	View chart
Rocket Lab Corp (RKLB)	0.2	$271k	NEW	2.7k	101.65	View chart
Cisco Systems (CSCO)	0.2	$270k	NEW	2.3k	117.47	View chart
Emcor (EME)	0.2	$266k	-3%	320.00	829.90	View chart
Alps Etf Tr Med Breakthgh (SBIO)	0.2	$263k	NEW	4.1k	64.65	View chart
Enbridge (ENB)	0.2	$261k		4.8k	54.21	View chart
Totalenergies Se Act (TTE)	0.2	$260k		3.3k	77.76	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$256k	-39%	5.9k	43.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$255k	-45%	2.6k	96.50	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$250k	NEW	2.0k	127.34	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$247k	NEW	1.7k	144.30	View chart
Vanguard Wellington Us Momentum (VFMO)	0.2	$245k	NEW	980.00	249.51	View chart
Newmont Mining Corporation (NEM)	0.2	$243k	+30%	2.6k	93.40	View chart
Cibc Cad (CM)	0.2	$243k	NEW	2.1k	115.00	View chart
Chunghwa Telecom Spon Adr New11 (CHT)	0.2	$238k		5.4k	44.26	View chart
Philip Morris International (PM)	0.2	$227k		1.3k	180.91	View chart
Citigroup Com New (C)	0.2	$226k	NEW	1.6k	139.96	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$210k	NEW	4.8k	44.03	View chart
Entegris (ENTG)	0.2	$208k	NEW	1.2k	179.86	View chart
Verizon Communications (VZ)	0.2	$207k		4.9k	42.34	View chart
Analog Devices (ADI)	0.2	$207k	NEW	521.00	397.17	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$207k	NEW	4.8k	42.59	View chart
Mastercard Incorporated Cl A (MA)	0.1	$203k	-7%	396.00	513.66	View chart
Kla Corp Com New (KLAC)	0.1	$203k	NEW	674.00	301.73	View chart
Howmet Aerospace (HWM)	0.1	$203k	NEW	756.00	268.87	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$202k	NEW	4.0k	50.29	View chart
Raytheon Technologies Corp (RTX)	0.1	$200k		1.1k	189.73	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 Q2 filed July 9, 2026
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

View all past filings

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