13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001724090
Total reported value
$492.9M
$492.9M
108 檔
28.5%
During the Q2 2024 filing period, Fulcrum Capital LLC (CIK: 0001724090) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $492.9M across 108 reported positions.
During Q2 2024, Fulcrum Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.50% | -0.08% | +2.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.50% | -0.60% | +3.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.15% | -3.39% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.10% | +0.10% | +887.05% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.79% | +0.02% | +1130.88% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.98% | +0.10% | +1.25% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.38% | +0.03% | -0.34% | |
| 8 | TT | Trane Technologies plc | Stock-Industrials | 3.26% | +0.18% | -0.20% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 3.11% | -0.44% | +3.75% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.95% | -0.21% | +1.05% | |
| 11 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.39% | +0.02% | +0.24% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.39% | -0.02% | -1.96% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 2.30% | -0.30% | +1.02% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.24% | +0.51% | +2.74% | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 2.20% | -0.31% | +2.05% | |
| 16 | CME | Cme Group Inc | Stock-Financials | 1.95% | -0.93% | +3.48% | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 1.92% | -1.59% | EXIT | |
| 18 | INTU | Intuit Inc | Stock-Tech | 1.91% | -0.74% | +1.48% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.85% | -0.35% | +0.14% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.85% | -1.04% | +0.16% | |
| 21 | FSLR | First Solar Inc | Stock-Tech | 1.78% | +0.10% | -3.24% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 1.72% | -0.13% | -0.55% | |
| 23 | FTNT | Fortinet Inc | Stock-Tech | 1.69% | +2.05% | — | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.64% | +0.01% | +1.33% | |
| 25 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.60% | — | +0.79% | |
| 26 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.42% | -0.45% | +2.78% | |
| 27 | EA | Electronic Arts Inc | Stock-Comm Services | 1.38% | — | +4.35% | |
| 28 | LIN | Linde plc | Stock-Materials | 1.37% | -0.11% | +1.12% | |
| 29 | FANG | Diamondback Energy Inc | Stock-Energy | 1.28% | — | — | |
| 30 | EOG | Eog Resources Inc | Stock-Energy | 1.25% | -0.38% | -0.85% | |
| 31 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.21% | -0.28% | +14.09% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 1.02% | -1.08% | EXIT | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.00% | +0.12% | +3.94% | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.76% | -0.52% | EXIT | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.36% | +4.13% | |
| 36 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.60% | — | +5.11% | |
| 37 | HUM | Humana Inc | Stock-Healthcare | 0.58% | — | +18.98% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | — | +9.42% | |
| 39 | ALGN | Align Technology Inc | Stock-Healthcare | 0.46% | — | +2.85% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.43% | -0.01% | — | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.37% | — | +0.95% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.01% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.03% | -13.22% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | — | — | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.29% | — | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | — | +7.42% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | — | |
| 48 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.24% | +0.04% | +253.07% | |
| 49 | WELL | Welltower Inc | Stock-Real Estate | 0.17% | +0.01% | +3.69% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.01% | — |
According to official SEC Form 13F filings, Fulcrum Capital LLC reported a total U.S. public equity portfolio value of $492.9M across 108 disclosed positions in Q2 2024.
During Q2 2024, Fulcrum Capital LLC's top holdings by market value included VO (9.5%)、MSFT (7.5%)、AAPL (5.1%). The largest single position, VO, represented 9.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VO, MSFT, AAPL) accounted for 28.5% of total reported equity market value during Q2 2024.
In Q2 2024, Fulcrum Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.