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CIK: 0001724090
Total reported value
$492.9M
$492.9M
113 檔
33.3%
In Q4 2024, Fulcrum Capital LLC's U.S. equity holdings reached a combined market value of $492.9M, distributed across 113 disclosed stock positions.
In Q4 2024, Fulcrum Capital LLC displayed an active expansion posture, initiating 7 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.96% | -0.08% | +2.17% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.39% | +0.15% | +44.67% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.49% | -0.60% | +0.35% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.84% | +0.10% | -4.20% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.65% | +0.10% | +1.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.25% | +0.49% | +0.33% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.27% | -0.21% | +0.46% | |
| 8 | TT | Trane Technologies plc | Stock-Industrials | 3.24% | +0.18% | -1.66% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.54% | -0.02% | -0.53% | |
| 10 | FTNT | Fortinet Inc | Stock-Tech | 2.49% | +2.05% | +0.65% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.39% | +0.51% | +16.54% | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 2.37% | -0.44% | +2.93% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 2.21% | -0.31% | +0.36% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 2.19% | -1.04% | -2.51% | |
| 15 | CME | Cme Group Inc | Stock-Financials | 2.17% | -0.93% | +0.87% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 2.03% | -0.30% | +0.87% | |
| 17 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.89% | +0.02% | +3.48% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | +0.03% | -8.28% | |
| 19 | ZTS | Zoetis Inc | Stock-Healthcare | 1.73% | -1.59% | EXIT | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.70% | -0.74% | +1.08% | |
| 21 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.65% | -0.28% | +2.55% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.61% | -0.35% | +1.97% | |
| 23 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.40% | — | +2.76% | |
| 24 | XYL | Xylem Inc | Stock-Industrials | 1.38% | -0.13% | +1.90% | |
| 25 | EA | Electronic Arts Inc | Stock-Comm Services | 1.36% | — | +1.13% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.31% | +0.01% | +0.70% | |
| 27 | FSLR | First Solar Inc | Stock-Tech | 1.29% | +0.10% | +1.10% | |
| 28 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.25% | -0.45% | -2.30% | |
| 29 | LIN | Linde plc | Stock-Materials | 1.23% | -0.11% | +1.97% | |
| 30 | EOG | Eog Resources Inc | Stock-Energy | 1.15% | -0.38% | +1.90% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -1.08% | EXIT | |
| 32 | FANG | Diamondback Energy Inc | Stock-Energy | 0.98% | — | +1.18% | |
| 33 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.95% | -0.52% | EXIT | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.94% | +0.12% | +3.05% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | +0.10% | +16.40% | |
| 36 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.86% | +0.13% | +17.33% | |
| 37 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.58% | — | +3.75% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.36% | -0.44% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.43% | -0.01% | — | |
| 40 | ALGN | Align Technology Inc | Stock-Healthcare | 0.40% | — | +5.61% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.01% | -2.24% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.03% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.02% | -1.72% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.33% | — | -0.21% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | — | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | — | -0.36% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.25% | — | — | |
| 49 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.24% | +0.04% | +1.52% | |
| 50 | BCC | Boise Cascade Co | Stock-Materials | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.8% | +44.67% | Add |
| 2 | AMZN | Amazon.com Inc | +0.6% | +1.05% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.33% | Add |
| 4 | FTNT | Fortinet Inc | +0.4% | +0.65% | Add |
| 5 | NFLX | Netflix Inc | +0.3% | -2.51% | Trim |
| 6 | BCC | Boise Cascade Co | +0.2% | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.53% | Trim |
| 8 | EW | Edwards Lifesciences CORP | +0.2% | +3.48% | Add |
| 9 | ULTA | Ulta Beauty Inc | +0.2% | +2.55% | Add |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +16.40% | Add |
| 11 | JQUA | Jpmorgan US Quality Factor | +0.1% | +17.33% | Add |
| 12 | MA | Mastercard Inc - A | +0.1% | +0.46% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | +0.1% | -4.20% | Trim |
| 15 | SPG | Simon Property Group Inc | +0.1% | NEW | New buy |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 17 | WST | West Pharmaceutical Services | +0.1% | +3.75% | Add |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 19 | WCC | Wesco International Inc | +0.1% | NEW | New buy |
| 20 | PAYC | Paycom Software Inc | +0.1% | NEW | New buy |
| 21 | CME | Cme Group Inc | 0% | +0.87% | Add |
| 22 | V | Visa Inc-class A Shares | 0% | -2.24% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -1.72% | Trim |
| 24 | PYPL | Paypal Holdings Inc | 0% | -3.75% | Trim |
| 25 | EA | Electronic Arts Inc | 0% | +1.13% | Add |
| 26 | INTU | Intuit Inc | 0% | +1.08% | Add |
| 27 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | Sold out |
| 28 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 29 | WSM | Williams-sonoma Inc | -0.1% | -51.61% | Trim |
| 30 | AES | Aes CORP | -0.1% | -0.17% | Trim |
| 31 | ALGN | Align Technology Inc | -0.1% | +5.61% | Add |
| 32 | FANG | Diamondback Energy Inc | -0.1% | +1.18% | Add |
| 33 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | +3.05% | Add |
| 34 | WM | Waste Management Inc | -0.1% | +0.87% | Add |
| 35 | AMGN | Amgen Inc | -0.2% | -0.44% | Trim |
| 36 | VO | Vanguard Mid-cap ETF | -0.2% | +2.17% | Add |
| 37 | SPGI | S&p Global Inc | -0.2% | +0.36% | Add |
| 38 | LIN | Linde plc | -0.2% | +1.97% | Add |
| 39 | HSY | Hershey Co/the | -0.2% | +2.76% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.2% | -8.28% | Trim |
| 41 | PEP | Pepsico Inc | -0.2% | +1.97% | Add |
| 42 | XYL | Xylem Inc | -0.3% | +1.90% | Add |
| 43 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | +0.70% | Add |
| 44 | ZTS | Zoetis Inc | -0.4% | +3.20% | Add |
| 45 | TT | Trane Technologies plc | -0.4% | -1.66% | Trim |
| 46 | MSFT | Microsoft CORP | -0.4% | +0.35% | Add |
| 47 | ADBE | Adobe Inc | -0.4% | +2.93% | Add |
| 48 | HUM | Humana Inc | -0.5% | EXIT | Sold out |
| 49 | DHI | Dr Horton Inc | -0.6% | -2.30% | Trim |
| 50 | FSLR | First Solar Inc | -0.6% | +1.10% | Add |
According to official SEC Form 13F filings, Fulcrum Capital LLC reported a total U.S. public equity portfolio value of $492.9M across 113 disclosed positions in Q4 2024.
During Q4 2024, Fulcrum Capital LLC's top holdings by market value included VO (10.0%)、AAPL (8.4%)、MSFT (6.5%). The largest single position, VO, represented 10.0% 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, AAPL, MSFT) accounted for 33.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BCC
市值: $1.1M
Top Position Liquidated / Trimmed
HUM
前期市值: $2.1M
In Q4 2024, Fulcrum Capital LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 3 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.
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