Fulcrum Capital LLC Incresed Positions in Q1 2025

Fulcrum Capital LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
104K
+ 1184.59%
$156.06 - $207.71 $16.3M - $21.7M
113K $17.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
84
+ 0.54%
$402.49 - $513.76 $33.8K - $43.2K
15.6K $7.55M
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 6.44%
$461.52 - $548.18 $670K - $796K
24K $12.6M
ABT
Abbott Laboratories

Healthcare
1.09K
+ 2.44%
$111.1 - $140.22 $121K - $153K
45.7K $6.07M
AMGN
Amgen Inc

Healthcare
190
+ 1.91%
$258.59 - $327.36 $49.1K - $62.2K
10.1K $3.16M
FTNT
Fortinet, Inc.

Technology
2.47K
+ 1.96%
$92.49 - $114.57 $229K - $283K
128K $12.4M
ZTS
Zoetis Inc.

Healthcare
1.73K
+ 3.4%
$156.48 - $175.67 $270K - $304K
52.5K $8.65M
XYL
Xylem Inc.

Industrials
1.3K
+ 2.29%
$114.02 - $132.04 $148K - $171K
57.9K $6.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
239
+ 8.63%
$442.66 - $534.52 $106K - $128K
3.01K $1.58M
EOG
Eog Resources Inc

Energy
118
+ 0.26%
$120.54 - $138.05 $14.2K - $16.3K
44.9K $5.76M
ABBV
Abb Vie Inc.

Healthcare
587
+ 29.66%
$169.2 - $216.66 $99.3K - $127K
2.57K $537K
FANG
Diamondback Energy, Inc.

Energy
1.84K
+ 6.46%
$139.9 - $180.18 $258K - $332K
30.4K $4.86M
VZ
Verizon Communications Inc

Communication Services
18
+ 0.06%
$37.81 - $46.49 $681 - $837
30.1K $1.37M
KO
Coca Cola CO

Consumer Defensive
1.34K
+ 20.6%
$60.81 - $72.32 $81.4K - $96.8K
7.84K $561K
EW
Edwards Lifesciences Corp

Healthcare
4.26K
+ 3.49%
$67.95 - $76.19 $289K - $324K
126K $9.15M
EA
Electronic Arts Inc.

Communication Services
1.35K
+ 3.04%
$116.53 - $146.29 $158K - $198K
45.8K $6.61M
DRI
Darden Restaurants Inc

Consumer Cyclical
314
+ 21.29%
$180.02 - $208.56 $56.5K - $65.5K
1.79K $371K
PG
Procter & Gamble CO

Consumer Defensive
448
+ 16.75%
$158.56 - $176.26 $71K - $79K
3.12K $532K
COP
Conocophillips

Energy
422
+ 13.97%
$88.6 - $105.85 $37.4K - $44.7K
3.44K $361K
UL
Unilever PLC

Consumer Defensive
673
+ 12.05%
$54.72 - $60.29 $36.8K - $40.6K
6.26K $372K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.32K
+ 3.24%
$55.41 - $60.74 $128K - $141K
73.7K $4.14M
SPG
Simon Property Group Inc

Real Estate
361
+ 16.07%
$159.48 - $187.78 $57.6K - $67.8K
2.61K $432K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
861
+ 11.55%
$30.38 - $34.94 $26.2K - $30.1K
8.32K $284K
EXR
Extra Space Storage Inc.

Real Estate
34
+ 2.05%
$143.8 - $161.28 $4.89K - $5.48K
1.69K $251K
GS
Goldman Sachs Group Inc

Financial Services
26
+ 5.2%
$524.81 - $672.19 $13.6K - $17.5K
526 $287K
Morgan Stanley ETF Trust
6.83K
+ 43.45%
N/A
22.5K $0
Linde PLC
214
+ 1.52%
N/A
14.2K $0
PCAR
Paccar Inc

Industrials
111
+ 4.01%
$96.91 - $112.51 $10.8K - $12.5K
2.88K $280K
SPY
Spdr S&P 500 ETF Trust

ETFs
27
+ 2.9%
$551.42 - $612.93 $14.9K - $16.5K
957 $535K
MS
Morgan Stanley

Financial Services
145
+ 4.96%
$111.68 - $141.08 $16.2K - $20.5K
3.07K $357K
WCC
Wesco International Inc

Industrials
129
+ 9.92%
$155.3 - $199.95 $20K - $25.8K
1.43K $221K
WSM
Williams Sonoma Inc

Consumer Cyclical
210
+ 11.67%
$158.1 - $217.71 $33.2K - $45.7K
2.01K $317K
LAMR
Lamar Advertising CO

Real Estate
72
+ 1.85%
$110.65 - $132.9 $7.97K - $9.57K
3.97K $451K
CMI
Cummins Inc

Industrials
32
+ 3.19%
$312.92 - $386.07 $10K - $12.4K
1.03K $324K
MAR
Marriott International Inc

Consumer Cyclical
40
+ 2.0%
$237.01 - $304.45 $9.48K - $12.2K
2.04K $485K
PEP
Pepsico Inc

Consumer Defensive
88
+ 0.17%
$142.64 - $156.42 $12.6K - $13.8K
50.5K $7.58M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.17K
+ 4.37%
$81.1 - $94.7 $176K - $206K
51.8K $4.38M
AVGO
Broadcom Inc.

Technology
260
+ 10.55%
$167.43 - $244.7 $43.5K - $63.6K
2.73K $456K
VUG
Vanguard Growth ETF

ETFs
294
+ 2.85%
$369.1 - $427.61 $109K - $126K
10.6K $3.94M
DHI
Horton D R Inc

Consumer Cyclical
1.28K
+ 3.0%
$125.29 - $147.65 $160K - $189K
43.9K $5.58M
ALGN
Align Technology Inc

Healthcare
70
+ 0.76%
$158.86 - $234.89 $11.1K - $16.4K
9.28K $1.47M
VO
Vanguard Mid Cap ETF

ETFs
248
+ 0.14%
$251.87 - $277.95 $62.5K - $68.9K
180K $46.4M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
67
+ 0.37%
$314.47 - $431.35 $21.1K - $28.9K
18.2K $6.68M
TT
Trane Technologies PLC

Industrials
163
+ 0.39%
$332.0 - $400.86 $54.1K - $65.3K
42K $14.2M
ADBE
Adobe Inc.

Technology
349
+ 1.37%
$377.84 - $464.11 $132K - $162K
25.8K $9.89M
MSFT
Microsoft Corp

Technology
5.19K
+ 7.05%
$375.39 - $447.2 $1.95M - $2.32M
78.7K $29.5M
FSLR
First Solar, Inc.

Technology
1.44K
+ 4.12%
$126.34 - $197.73 $182K - $284K
36.3K $4.59M
AMZN
Amazon Com Inc

Consumer Cyclical
1.41K
+ 1.39%
$190.26 - $242.06 $268K - $342K
103K $19.5M
NVDA
Nvidia Corp

Technology
2.54K
+ 1.47%
$106.98 - $149.43 $272K - $379K
175K $18.9M
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fulcrum Capital LLC Portfolio

Follow Fulcrum Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email