Fulcrum Capital LLC Sells in Q4 2025

Fulcrum Capital LLC

  • $472 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-186
- 0.41%
$294.11 - $320.41 $54.7K - $59.6K
45.2K $13.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-354
- 2.01%
$506.07 - $566.91 $179K - $201K
17.2K $9.12M
IVV
Ishares Core S&P 500 ETF

ETFs
-748
- 10.62%
$656.2 - $690.71 $491K - $517K
6.3K $4.25M
EOG
Eog Resources Inc

Energy
-1.23K
- 2.65%
$105.0 - $111.92 $129K - $138K
45.2K $4.99M
META
Meta Platforms, Inc.

Communication Services
-35
- 8.12%
$609.01 - $751.67 $21.3K - $26.3K
396 $241K
WSO
Watsco Inc

Industrials
-75
- 9.79%
$343.12 - $414.9 $25.7K - $31.1K
691 $237K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-155
- 25.96%
$459.47 - $491.71 $71.2K - $76.2K
442 $208K
SBUX
Starbucks Corp

Consumer Cyclical
-800
- 13.45%
$78.46 - $87.26 $62.8K - $69.8K
5.15K $436K
IWR
Ishares Russell Mid Cap ETF

ETFs
-307
- 1.79%
$94.02 - $97.61 $28.9K - $30K
16.9K $1.6M
WELL
Welltower Inc.

Real Estate
-738
- 14.0%
$165.94 - $193.82 $122K - $143K
4.53K $878K
PG
Procter & Gamble CO

Consumer Defensive
-197
- 6.67%
$145.5 - $153.18 $28.7K - $30.2K
2.76K $401K
IEMG
Ishares Inc

ETFs
-820
- 13.02%
N/A
5.48K $293K
VUG
Vanguard Growth ETF

ETFs
-130
- 1.22%
$470.44 - $504.26 $61.2K - $65.6K
10.5K $5.09M
NVDA
Nvidia Corp

Technology
-105
- 0.08%
$179.83 - $207.04 $18.9K - $21.7K
129K $24.1M
UL
Unilever PLC

Consumer Defensive
-234
- 4.76%
$58.58 - $63.12 $13.7K - $14.8K
4.69K $277K
PFE
Pfizer Inc

Healthcare
-298
- 2.64%
$24.23 - $27.37 $7.22K - $8.16K
11K $275K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-130
- 2.38%
$91.84 - $96.06 $11.9K - $12.5K
5.34K $505K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-102
- 3.07%
$92.24 - $96.56 $9.41K - $9.85K
3.22K $307K
QCOM
Qualcomm Inc

Technology
-3
- 0.14%
$153.59 - $187.68 $461 - $563
2.22K $369K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.42%
$475.68 - $513.11 $951 - $1.03K
476 $242K
GOOG
Alphabet Inc.

Communication Services
-83
- 1.86%
$237.49 - $291.74 $19.7K - $24.2K
4.38K $1.25M
AMGN
Amgen Inc

Healthcare
-98
- 0.97%
$290.13 - $341.71 $28.4K - $33.5K
10K $3.43M
AAPL
Apple Inc.

Technology
-1.58K
- 1.53%
$245.27 - $275.25 $386K - $434K
101K $27M
FSLR
First Solar, Inc.

Technology
-988
- 2.49%
$223.36 - $277.39 $221K - $274K
38.8K $9.83M
GOOGL
Alphabet Inc.

Communication Services
-4.44K
- 4.23%
$236.57 - $291.31 $1.05M - $1.29M
101K $27.8M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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