Fulcrum Capital LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $469 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.4M, Vanguard Mid Cap ETF with a value of $39.3M, Apple Inc. with a value of $26.1M, Alphabet Inc. with a value of $25.5M, and Nvidia Corp with a value of $24.1M.
Examining the 13F form we can see an increase of $12.2M in the current position value, from $456M to 469M.
Below you can find more details about Fulcrum Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$469 Million
Technology: $141 Million
ETFs: $70.1 Million
Financial Services: $56.9 Million
Communication Services: $49.6 Million
Healthcare: $49.5 Million
Consumer Cyclical: $43 Million
Industrials: $36.2 Million
Consumer Defensive: $9.73 Million
Other: $12.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
