Fulcrum Equity Management Portfolio Holdings
Fulcrum Equity Management
- $95.5 Million
- Q4 2024
Fulcrum Equity Management has filed its 13F form on March 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $95.5 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $10.4M, Ishares Msci World ETF with a value of $7.18M, Oneok Inc with a value of $4.73M, Technology Sector Spdr with a value of $4.03M, and Financial Sector Spdr with a value of $2.28M.
Examining the 13F form we can see an decrease of $19.1M in the current position value, from $115M to 95.5M.
Below you can find more details about Fulcrum Equity Management portfolio as well as his latest detailed transactions.
Portfolio value
$95.5 Million
ETFs: $71.5 Million
Energy: $6.47 Million
Technology: $4.08 Million
Consumer Defensive: $3.53 Million
Financial Services: $2.91 Million
Consumer Cyclical: $2.47 Million
Utilities: $1.55 Million
Communication Services: $1.2 Million
Other: $1.83 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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