Fulcrum Equity Management Portfolio Holdings

Fulcrum Equity Management

  • $102 Million
  • Q4 2025

Fulcrum Equity Management has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $102 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $11.7M, Ishares Core S&P Total U.S. St with a value of $11.4M, Ishares Msci World ETF with a value of $8.46M, Nvidia Corp with a value of $3.94M, and Oneok Inc with a value of $3.59M.

Examining the 13F form we can see an increase of $9.01M in the current position value, from $93.4M to 102M.

Below you can find more details about Fulcrum Equity Management portfolio as well as his latest detailed transactions.

Portfolio value $102 Million
ETFs: $67.7 Million
Technology: $11.8 Million
Financial Services: $5.17 Million
Energy: $4.31 Million
Communication Services: $4.28 Million
Consumer Cyclical: $3.49 Million
Consumer Defensive: $2.74 Million
Healthcare: $1.55 Million
Other: $1.35 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$3.94 Million 3.85% of portfolio
21,109
Q4 2025 Added 65.78%
$31.5B
$3.59 Million 3.5% of portfolio
50,889
Q4 2025 Added 1.73%
$4.3T
$2.45 Million 2.4% of portfolio
9,168
Q4 2025 Added 93.95%
$662B
$2.05 Million 2.0% of portfolio
4,031
Q4 2025 Reduced 8.16%
$3.78T
$1.81 Million 1.77% of portfolio
3,568
Q4 2025 Added 272.44%
$279B
$1.73 Million 1.69% of portfolio
16,775
Q4 2025 Added 6.66%
$2.39T
$1.67 Million 1.63% of portfolio
7,126
Q4 2025 Added 92.7%
$1.65T
$1.6 Million 1.56% of portfolio
5,797
Q4 2025 Added 102.62%
$1.37T
$1.13 Million 1.1% of portfolio
1,846
Q4 2025 Added 105.11%
$881B
$1.1 Million 1.08% of portfolio
3,674
Q4 2025 Added 145.1%
$139B
$1.05 Million 1.02% of portfolio
3,059
Q4 2025 Added 87.78%
$1.29T
$1.02 Million 1.0% of portfolio
2,504
Q4 2025 Added 78.35%
$140B
$793,000 0.77% of portfolio
3,526
Q4 2025 Added 2.0%
$971B
$780,000 0.76% of portfolio
764
Q4 2025 Added 91.96%
$405B
$645,000 0.63% of portfolio
633
Q4 2025 Added 15.09%
$79.6B
$553,000 0.54% of portfolio
4,137
Q4 2025 Added 50.33%
$265B
$533,000 0.52% of portfolio
688
Q4 2025 Added 67.4%
$490B
$499,000 0.49% of portfolio
4,242
Q4 2025 Added 11.11%
$96.4B
$494,000 0.48% of portfolio
3,947
Q4 2025 Added 0.71%
$49.1B
$471,000 0.46% of portfolio
4,277
Q4 2025 Added 2,151.05%
$593B
$426,000 0.42% of portfolio
1,938
Q4 2025 Added 56.04%
$342B
$416,000 0.41% of portfolio
2,393
Q4 2025 Added 50.69%
$533B
$379,000 0.37% of portfolio
1,165
Q4 2025 New
$328B
$345,000 0.34% of portfolio
1,152
Q4 2025 Added 56.95%
$81.8B
$314,000 0.31% of portfolio
2,651
Q4 2025 Added 24.64%
$414B
$306,000 0.3% of portfolio
1,311
Q4 2025 Reduced 32.42%
$74.1B
$286,000 0.28% of portfolio
1,386
Q4 2025 Reduced 1.42%
$306B
$273,000 0.27% of portfolio
3,872
Q4 2025 New
$1.46T
$276,000 0.27% of portfolio
982
Q4 2025 New
$205B
$267,000 0.26% of portfolio
1,821
Q4 2025 Added 5.14%
$512B
$249,000 0.24% of portfolio
465
Q4 2025 New
$284B
$238,000 0.23% of portfolio
3,352
Q4 2025 Added 3.04%
$283B
$237,000 0.23% of portfolio
1,805
Q4 2025 Added 3.2%
$197B
$229,000 0.22% of portfolio
1,004
Q4 2025 New
$32.9B
$227,000 0.22% of portfolio
5,374
Q2 2025 New
$181B
$224,000 0.22% of portfolio
20,893
Q4 2025 Added 39.59%
$96.7B
$225,000 0.22% of portfolio
4,714
Q4 2025 Added 13.4%
$109B
$229,000 0.22% of portfolio
4,734
Q4 2025 Reduced 17.95%
$19B
$201,000 0.2% of portfolio
1,081
Q4 2025 New
$172B
$205,000 0.2% of portfolio
5,002
Q4 2025 Added 6.63%
$237B
$191,000 0.19% of portfolio
1,254
Q4 2025 New
$1.74T
$184,000 0.18% of portfolio
647
Q4 2025 New
$19.8B
$183,000 0.18% of portfolio
2,829
Q4 2025 New
$543M
$125,000 0.12% of portfolio
47,600
Q4 2025 Added 313.45%
$146B
$0 0.0% of portfolio
-
Q4 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 19.04%
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 2.01%
-
$0 0.0% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $102 Million
  • Prior Value $93.4 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 34 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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