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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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