Fulcrum Equity Management Incresed Positions in Q4 2025

Fulcrum Equity Management

  • $102 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
19.4K
+ 91.66%
$278.39 - $304.13 $5.39M - $5.89M
40.5K $11.7M
NVDA
Nvidia Corp

Technology
8.38K
+ 65.78%
$179.83 - $207.04 $1.51M - $1.73M
21.1K $3.94M
XLY
Select Sector Spdr Consumer Di

ETFs
7.02K
+ 97.08%
$228.75 - $242.18 $1.61M - $1.7M
14.3K $3.29M
MSFT
Microsoft Corp

Technology
2.61K
+ 272.44%
$496.82 - $542.07 $1.3M - $1.41M
3.57K $1.81M
AAPL
Apple Inc.

Technology
4.44K
+ 93.95%
$245.27 - $275.25 $1.09M - $1.22M
9.17K $2.45M
XLU
Utilities Sector Spdr

ETFs
12.5K
+ 167.68%
$87.89 - $92.9 $1.1M - $1.16M
19.9K $1.77M
GOOGL
Alphabet Inc.

Communication Services
2.94K
+ 102.62%
$236.57 - $291.31 $695K - $855K
5.8K $1.6M
AMZN
Amazon Com Inc

Consumer Cyclical
3.43K
+ 92.7%
$213.04 - $254.0 $730K - $871K
7.13K $1.67M
XLV
Select Sector Spdr Fund Health

ETFs
4.39K
+ 69.47%
$141.95 - $152.82 $624K - $671K
10.7K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
2.18K
+ 145.1%
$294.11 - $320.41 $640K - $697K
3.67K $1.1M
LLY
Eli Lilly & CO

Healthcare
366
+ 91.96%
$799.57 - $1025.28 $293K - $375K
764 $780K
META
Meta Platforms, Inc.

Communication Services
946
+ 105.11%
$609.01 - $751.67 $576K - $711K
1.85K $1.13M
TSLA
Tesla, Inc.

Consumer Cyclical
1.1K
+ 78.35%
$401.99 - $468.37 $442K - $515K
2.5K $1.02M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.59K
+ 81.06%
$219.27 - $238.71 $348K - $379K
3.55K $799K
IVE
Ishares S&P 500 Value ETF

ETFs
1.45K
+ 43.98%
$202.52 - $212.07 $294K - $308K
4.75K $995K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.96K
+ 28.58%
$56.5 - $60.52 $224K - $240K
17.8K $1.05M
NFLX
Netflix Inc

Communication Services
4.09K
+ 2151.05%
$110.29 - $1241.35 $451K - $5.07M
4.28K $471K
IWC
Russell Micro Cap ETF

ETFs
1.58K
+ 95.87%
$147.86 - $159.95 $233K - $253K
3.23K $478K
APH
Amphenol Corp

Technology
1.39K
+ 50.33%
$121.7 - $143.85 $169K - $199K
4.14K $553K
GS
Goldman Sachs Group Inc

Financial Services
277
+ 67.4%
$744.6 - $838.97 $206K - $232K
688 $533K
COST
Costco Wholesale Corp

Consumer Defensive
220
+ 57.44%
$910.94 - $954.99 $200K - $210K
603 $550K
PLTR
Palantir Technologies Inc.

Technology
805
+ 50.69%
$172.14 - $207.18 $139K - $167K
2.39K $416K
GE
General Electric CO

Industrials
418
+ 56.95%
$291.49 - $314.28 $122K - $131K
1.15K $345K
ASML
Asml Holding Nv

Technology
83
+ 15.09%
$936.19 - $1075.45 $77.7K - $89.3K
633 $645K
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 6.66%
$101.18 - $109.03 $106K - $114K
16.8K $1.73M
BITF
Bitfarms LTD

Financial Services
36.1K
+ 313.45%
$2.6 - $6.47 $93.8K - $233K
47.6K $125K
JCI
Johnson Controls International PLC

Industrials
524
+ 24.64%
$105.55 - $122.66 $55.3K - $64.3K
2.65K $314K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
220
+ 3.34%
$242.67 - $261.79 $53.4K - $57.6K
6.8K $1.71M
ORCL
Oracle Corp

Technology
696
+ 56.04%
$217.57 - $313.0 $151K - $218K
1.94K $426K
XLF
Financial Sector Spdr

ETFs
2.34K
+ 6.5%
$51.76 - $53.77 $121K - $126K
38.4K $2.01M
XOM
Exxon Mobil Corp

Energy
424
+ 11.11%
$110.64 - $119.78 $46.9K - $50.8K
4.24K $499K
SAN
Banco Santander, S.A.

Financial Services
5.93K
+ 39.59%
$9.65 - $11.03 $57.2K - $65.4K
20.9K $224K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
505
+ 4.56%
$46.57 - $47.16 $23.5K - $23.8K
11.6K $539K
ENB
Enbridge Inc

Energy
557
+ 13.4%
$46.39 - $50.07 $25.8K - $27.9K
4.71K $225K
NVS
Novartis Ag

Healthcare
56
+ 3.2%
$121.8 - $132.39 $6.82K - $7.41K
1.81K $237K
RY
Royal Bank Of Canada

Financial Services
89
+ 5.14%
$143.64 - $149.05 $12.8K - $13.3K
1.82K $267K
DUK
Duke Energy Corp

Utilities
28
+ 0.71%
$121.57 - $129.03 $3.4K - $3.61K
3.95K $494K
HSBC
Hsbc Holdings PLC

Financial Services
99
+ 3.04%
$65.67 - $73.49 $6.5K - $7.28K
3.35K $238K
VONG
Vanguard Russell 1000 Growth E

ETFs
16
+ 0.56%
$118.2 - $126.51 $1.89K - $2.02K
2.89K $350K
Managed Portfolio Series
236
+ 1.42%
N/A
16.8K $0
Arista Networks Inc
1.48K
+ 93.0%
N/A
3.06K $0
Sila Realty Trust Inc
129
+ 0.42%
N/A
30.7K $0
Blackrock ETF Trust
191
+ 1.71%
N/A
11.4K $0
Ge Vernova Inc
14
+ 1.47%
N/A
968 $0
Brookfield Corp
1.6K
+ 50.0%
N/A
4.8K $0
VZ
Verizon Communications Inc

Communication Services
311
+ 6.63%
$38.4 - $43.83 $11.9K - $13.6K
5K $205K
OKE
Oneok Inc

Energy
867
+ 1.73%
$64.31 - $72.98 $55.8K - $63.3K
50.9K $3.59M
LOW
Lowes Companies Inc

Consumer Cyclical
69
+ 2.0%
$225.0 - $247.99 $15.5K - $17.1K
3.53K $793K
Activity Summary
Buys All Purchases 83 New Holdings 34 Increased Positions 49 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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