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CIK: 0001724090
Total reported value
$524.9M
$524.9M
103 檔
29.8%
As reported in its official Q2 2026 Form 13F filing, Fulcrum Capital LLC's tracked investment portfolio stood at $524.9M with 103 total positions.
In Q2 2026, Fulcrum Capital LLC adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VO, LRCX, MSFT) accounted for 29.8% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 8.17% | -0.63% | +277.79% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 6.26% | -1.86% | -6.71% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.10% | +3.46% | -3.33% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.64% | +0.61% | -3.52% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.51% | -0.45% | -5.60% | |
| 6 | FTNT | Fortinet Inc | Stock-Tech | 5.15% | +0.34% | -5.38% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.99% | +0.10% | -4.59% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 4.83% | +0.45% | -4.64% | |
| 9 | TT | Trane Technologies plc | Stock-Industrials | 3.52% | -0.42% | -4.21% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.88% | +0.09% | -3.02% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.54% | -0.12% | -4.56% | |
| 12 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.41% | -0.23% | -4.34% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 2.15% | -0.24% | -3.01% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 2.03% | -0.02% | -2.79% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.98% | -0.36% | -6.00% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.95% | +0.15% | -5.89% | |
| 17 | CME | Cme Group Inc | Stock-Financials | 1.83% | +0.31% | -5.17% | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.67% | -0.14% | -6.81% | |
| 19 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.61% | -0.01% | -3.26% | |
| 20 | FSLR | First Solar Inc | Stock-Tech | 1.58% | -0.45% | -4.30% | |
| 21 | LIN | Linde plc | Stock-Materials | 1.50% | -0.17% | -4.79% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.46% | +0.06% | -2.65% | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 1.41% | -0.23% | -0.78% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 1.40% | -0.09% | -3.54% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 1.28% | +0.01% | +487.99% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.25% | -0.11% | -3.78% | |
| 27 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.15% | -0.06% | +2.49% | |
| 28 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.12% | +0.23% | -1.26% | |
| 29 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.94% | -0.19% | -39.41% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | -0.07% | -1.29% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.04% | -3.52% | |
| 32 | EOG | Eog Resources Inc | Stock-Energy | 0.85% | -0.04% | -17.47% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.73% | -0.04% | — | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.72% | +0.21% | — | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.70% | — | -13.40% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.69% | +0.20% | — | |
| 37 | ANET | Arista Networks Inc | Stock-Tech | 0.68% | +0.12% | — | |
| 38 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.59% | +0.16% | — | |
| 39 | DXCM | Dexcom Inc | Stock-Healthcare | 0.59% | +0.14% | -3.28% | |
| 40 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.57% | -0.07% | -4.55% | |
| 41 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.52% | -0.05% | -1.27% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | — | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | +0.03% | -45.01% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.35% | -0.01% | — | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | -0.03% | -9.18% | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.31% | -0.02% | +0.74% | |
| 47 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.28% | -0.28% | EXIT | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.02% | — | |
| 49 | AWK | American Water Works Co Inc | Stock-Utilities | 0.22% | -0.01% | +1.40% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.01% | -7.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +2.7% | -6.71% | Trim |
| 2 | FTNT | Fortinet Inc | +2.1% | -5.38% | Trim |
| 3 | APH | Amphenol Corp-cl A | +0.7% | NEW | New buy |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.7% | NEW | New buy |
| 5 | NOW | Servicenow Inc | +0.7% | NEW | New buy |
| 6 | ANET | Arista Networks Inc | +0.7% | NEW | New buy |
| 7 | COIN | Coinbase Global Inc -class A | +0.6% | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | +0.5% | -6.00% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.5% | -5.60% | Trim |
| 10 | TT | Trane Technologies plc | +0.2% | -4.21% | Trim |
| 11 | AAPL | Apple Inc | +0.2% | -3.52% | Trim |
| 12 | LLY | Eli Lilly & Co | +0.2% | -1.29% | Trim |
| 13 | JQUA | Jpmorgan US Quality Factor | +0.1% | +2.49% | Add |
| 14 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -6.81% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | -4.59% | Trim |
| 16 | NVDA | Nvidia CORP | +0.1% | -4.64% | Trim |
| 17 | FSLR | First Solar Inc | +0.1% | -4.30% | Trim |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +487.99% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 20 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 21 | CVLC | Calvert US L-c Cr Resp Index | 0% | -1.27% | Trim |
| 22 | RHP | Ryman Hospitality Properties | 0% | NEW | New buy |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | -3.52% | Trim |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | — | Unchanged |
| 25 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 26 | EW | Edwards Lifesciences CORP | 0% | -4.34% | Trim |
| 27 | PINS | Pinterest Inc- Class A | 0% | -4.55% | Trim |
| 28 | QCOM | Qualcomm Inc | 0% | -0.99% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -5.68% | Trim |
| 30 | WCC | Wesco International Inc | 0% | — | Unchanged |
| 31 | VRTX | Vertex Pharmaceuticals Inc | 0% | -3.26% | Trim |
| 32 | WELL | Welltower Inc | 0% | -3.46% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 34 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 35 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 36 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 37 | CVS | Cvs Health CORP | 0% | -14.39% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 39 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 40 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 41 | ECL | Ecolab Inc | — | +0.74% | Add |
| 42 | SBUX | Starbucks CORP | — | — | Unchanged |
| 43 | IEFA | Ishares Core Msci Eafe ETF | — | -0.36% | Trim |
| 44 | KO | Coca-cola Co/the | — | -0.34% | Trim |
| 45 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 46 | LAMR | Lamar Advertising Co-a | — | -14.12% | Trim |
| 47 | TXN | Texas Instruments Inc | — | -27.55% | Trim |
| 48 | SCHD | Schwab US Dvd Equity ETF | — | — | Unchanged |
| 49 | EFA | Ishares Msci Eafe ETF | — | — | Unchanged |
| 50 | PCAR | Paccar Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Fulcrum Capital LLC reported a total U.S. public equity portfolio value of $524.9M across 103 disclosed positions in Q2 2026.
During Q2 2026, Fulcrum Capital LLC's top holdings by market value included VO (8.2%)、LRCX (6.3%)、MSFT (6.1%). The largest single position, VO, represented 8.2% of total portfolio value.
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Top New Position Initiated
APH
市值: $3.6M
Top Position Liquidated / Trimmed
ZTS
前期市值: $7.3M
In Q2 2026, Fulcrum Capital LLC made 82 total portfolio adjustments, initiating 8 new buys, adding to 6 positions, trimming 62 holdings, and fully liquidating 6 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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