Fulcrum Capital LLC Portfolio Holdings
Fulcrum Capital LLC
- $451 Million
- Q3 2024
Fulcrum Capital LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $451 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $46.5M, Microsoft Corp with a value of $31.5M, Apple Inc. with a value of $25.8M, Nvidia Corp with a value of $21.8M, and Amazon Com Inc with a value of $18.7M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $432M to 451M.
Below you can find more details about Fulcrum Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$451 Million
Technology: $121 Million
ETFs: $75.7 Million
Financial Services: $54.2 Million
Healthcare: $54.1 Million
Consumer Cyclical: $36.6 Million
Industrials: $36.6 Million
Communication Services: $36.3 Million
Consumer Defensive: $19.2 Million
Other: $17.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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