Fulcrum Equity Management New Holdings in Q4 2025

Fulcrum Equity Management

  • $102 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
7.68K
New
$63.56 - $79.72 $488K - $612K
7.68K $539K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.43K
New
$165.48 - $188.67 $401K - $458K
2.43K $427K
SLV
I Shares Silver Trust

ETFs
9.26K
New
$42.4 - $49.17 $393K - $455K
9.26K $425K
SIVR
Abrdn Silver ETF Trust

ETFs
8.7K
New
$44.53 - $51.56 $387K - $449K
8.7K $419K
V
Visa Inc.

Financial Services
1.17K
New
$325.75 - $352.42 $379K - $411K
1.17K $379K
AVEM
American Centy ETF Tr Avantis

ETFs
4.53K
New
$73.09 - $78.36 $331K - $355K
4.53K $351K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
7.5K
New
$38.8 - $46.19 $291K - $346K
7.5K $345K
IAU
Ishares Gold Trust

ETFs
4.47K
New
$72.65 - $82.5 $324K - $368K
4.47K $343K
GLD
Spdr Gold Trust

ETFs
895
New
$354.79 - $403.15 $318K - $361K
895 $336K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.74K
New
$101.39 - $114.39 $278K - $314K
2.74K $312K
PSI
Invesco Exchange Traded Fd Tr

ETFs
3.94K
New
$68.46 - $79.06 $270K - $311K
3.94K $291K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
982
New
$280.66 - $305.09 $276K - $300K
982 $276K
KO
Coca Cola CO

Consumer Defensive
3.87K
New
$66.1 - $71.61 $256K - $277K
3.87K $273K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
2.76K
New
$87.94 - $105.14 $243K - $291K
2.76K $262K
GURU
Global X Guru Index ETF

ETFs
4.13K
New
$58.33 - $62.17 $241K - $257K
4.13K $252K
MA
Mastercard Inc

Financial Services
465
New
$536.85 - $580.45 $250K - $270K
465 $249K
PSCT
Invesco S&P Smallcap Informati

ETFs
4.28K
New
$51.84 - $60.61 $222K - $259K
4.28K $243K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.86K
New
$122.29 - $132.67 $227K - $246K
1.86K $242K
AMAT
Applied Materials Inc

Technology
1K
New
$209.95 - $240.89 $211K - $242K
1K $229K
QQQ
Invesco Qqq Trust, Series 1

ETFs
359
New
$589.5 - $635.77 $212K - $228K
359 $216K
CTAS
Cintas Corp

Industrials
1.08K
New
$182.04 - $203.64 $197K - $220K
1.08K $201K
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
New
$144.33 - $160.86 $181K - $202K
1.25K $191K
GOOG
Alphabet Inc.

Communication Services
647
New
$237.49 - $291.74 $154K - $189K
647 $184K
FOXA
Fox Corp

Communication Services
2.83K
New
$57.0 - $66.71 $161K - $189K
2.83K $183K
TOTB.DE
Total Energies Se

Energy
3.34K
New
N/A
3.34K $0
Tidal Trust I
38K
New
N/A
38K $0
Etfis Ser Tr I
4.15K
New
N/A
4.15K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
2.65K
New
N/A
2.65K $0
Nebius Group N.V.
2.85K
New
N/A
2.85K $0
Invesco Exchange Traded Fd T
2.6K
New
N/A
2.6K $0
Managed Portfolio Series
25.1K
New
N/A
25.1K $0
Lam Research Corp
1.35K
New
N/A
1.35K $0
PXQ
Invesco Exchange Traded Fd Tr
2.27K
New
N/A
2.27K $0
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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