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CIK: 0001737888
Total reported value
$136.4M
$136.4M
130 檔
18.8%
The Q2 2024 SEC filing reveals that Fulcrum Equity Management held a total portfolio value of $136.4M, covering 130 public equity positions.
During Q2 2024, Fulcrum Equity Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, URTH, OKE) accounted for 18.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.64% | -1.27% | +1801.31% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 6.11% | -1.17% | — | |
| 3 | OKE | Oneok Inc | Stock-Energy | 3.38% | -1.19% | +1.22% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.02% | +0.22% | NEW | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.43% | +508.16% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.83% | +0.01% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.39% | +4.28% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.56% | — | — | |
| 9 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.48% | — | — | |
| 10 | VLO | Valero Energy CORP | Stock-Energy | 1.36% | — | +10.22% | |
| 11 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.34% | — | +7.93% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.31% | — | — | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | -0.04% | +19.12% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.17% | +0.21% | -23.64% | |
| 15 | DUSA | Davis Select US Equity ETF | ETF-Other | 1.15% | — | -0.04% | |
| 16 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.15% | — | — | |
| 17 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 1.13% | — | — | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | — | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | -0.53% | +1309.50% | |
| 20 | AUSF | Global X Adaptive US Factor | ETF-Other | 1.10% | — | -1.28% | |
| 21 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 1.09% | — | -11.17% | |
| 22 | AIRR | First Trust Rba American Ind | ETF-Other | 1.09% | +0.33% | NEW | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.08% | — | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.09% | +10.10% | |
| 25 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 1.08% | — | — | |
| 26 | MLPA | Global X Mlp ETF | ETF-Other | 1.06% | — | -5.76% | |
| 27 | AMZA | Infracap Mlp ETF | ETF-Other | 1.05% | — | -5.10% | |
| 28 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.05% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | -0.29% | +29.64% | |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.04% | — | — | |
| 31 | IYE | Ishares U.s. Energy ETF | ETF-Other | 1.03% | — | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 1.02% | -0.30% | +3.77% | |
| 33 | VST | Vistra CORP | Stock-Utilities | 1.02% | — | -3.58% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.02% | — | -52.13% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.01% | -0.65% | +5.18% | |
| 36 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.01% | — | — | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.99% | +0.19% | +232.77% | |
| 38 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 0.99% | — | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.12% | +47.39% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.62% | +0.61% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.91% | -0.23% | +0.48% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.90% | +0.10% | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.83% | +0.34% | +12.54% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.80% | -1.01% | +138.46% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | — | +114.62% | |
| 46 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.74% | — | +72.54% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.73% | — | +21.20% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.24% | +29.62% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.64% | +0.05% | +12.64% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | -0.35% | EXIT |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $136.4M across 130 disclosed positions in Q2 2024.
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During Q2 2024, Fulcrum Equity Management's top holdings by market value included ITOT (8.6%)、URTH (6.1%)、OKE (3.4%). The largest single position, ITOT, represented 8.6% of total portfolio value.
In Q2 2024, Fulcrum Equity Management 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.
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