Fulcrum Capital LLC Portfolio Holdings
Fulcrum Capital LLC
- $472 Million
- Q4 2025
Fulcrum Capital LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $472 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.1M, Vanguard Mid Cap ETF with a value of $38.9M, Alphabet Inc. with a value of $27.8M, Apple Inc. with a value of $27M, and Amazon Com Inc with a value of $25.3M.
Examining the 13F form we can see an increase of $3.02M in the current position value, from $469M to 472M.
Below you can find more details about Fulcrum Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$472 Million
Technology: $145 Million
ETFs: $70 Million
Financial Services: $56.8 Million
Healthcare: $52.9 Million
Communication Services: $46.1 Million
Consumer Cyclical: $43.3 Million
Industrials: $36.1 Million
Consumer Defensive: $9.93 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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