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CIK: 0001737888
Total reported value
$136.4M
$136.4M
137 檔
21.6%
In Q3 2024, Fulcrum Equity Management's U.S. equity holdings reached a combined market value of $136.4M, distributed across 137 disclosed stock positions.
Fulcrum Equity Management executed strategic sector rebalancing during Q3 2024, establishing 13 new positions while fully exiting 14 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.57% | -1.27% | -0.31% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 6.12% | -1.17% | — | |
| 3 | OKE | Oneok Inc | Stock-Energy | 3.59% | -1.19% | +1.14% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.40% | +0.22% | NEW | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.15% | +0.21% | +187.52% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.39% | — | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 1.60% | +0.34% | +86.67% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +0.43% | -16.95% | |
| 9 | VST | Vistra CORP | Stock-Utilities | 1.36% | — | +2.76% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.35% | — | +566.39% | |
| 11 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.24% | — | +8.07% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | -0.53% | +20.44% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.22% | -0.65% | +20.57% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | -0.04% | -10.69% | |
| 15 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.15% | — | -4.78% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.12% | +0.19% | +14.93% | |
| 17 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.12% | — | — | |
| 18 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 1.10% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.30% | +0.20% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | -0.62% | +0.24% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.04% | — | -3.86% | |
| 22 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.04% | — | — | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.03% | — | +4.00% | |
| 24 | EINC | Vaneck Energy Income ETF | ETF-Other | 1.03% | — | — | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.03% | -0.49% | +184.88% | |
| 26 | EMLP | First Trust North American E | ETF-Other | 0.99% | — | — | |
| 27 | IDU | Ishares US Utilities ETF | ETF-Other | 0.99% | — | — | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.99% | — | — | |
| 29 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.98% | — | — | |
| 30 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.97% | — | -4.21% | |
| 31 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 0.96% | — | — | |
| 32 | AMZA | Infracap Mlp ETF | ETF-Other | 0.95% | — | -2.85% | |
| 33 | MLPA | Global X Mlp ETF | ETF-Other | 0.95% | — | -3.44% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.95% | +0.05% | +41.82% | |
| 35 | VLO | Valero Energy CORP | Stock-Energy | 0.94% | — | -14.45% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.90% | +0.10% | +5.10% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.87% | — | -41.29% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.84% | — | -31.68% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.83% | — | +8.88% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.82% | -0.23% | -21.92% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.81% | -0.34% | +68.99% | |
| 42 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.76% | — | -45.58% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.29% | -27.20% | |
| 44 | SILA | Sila Realty Trust Inc | Stock-Other | 0.71% | -0.70% | EXIT | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.01% | -63.80% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.63% | +0.16% | +6.35% | |
| 47 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.63% | — | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.12% | -31.91% | |
| 49 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.59% | — | — | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.58% | +0.24% | +2.81% |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $136.4M across 137 disclosed positions in Q3 2024.
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 ITOT, URTH, OKE) accounted for 21.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
KIE
市值: $1.3M
Top Position Liquidated / Trimmed
XMMO
前期市值: $1.5M
During Q3 2024, Fulcrum Equity Management's top holdings by market value included ITOT (8.6%)、URTH (6.1%)、OKE (3.6%). The largest single position, ITOT, represented 8.6% of total portfolio value.
In Q3 2024, Fulcrum Equity Management made 49 total portfolio adjustments, initiating 13 new buys, adding to 13 positions, trimming 9 holdings, and fully liquidating 14 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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