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: 0001737888
Total reported value
$136.4M
$136.4M
96 檔
22.1%
During the Q1 2025 filing period, Fulcrum Equity Management (CIK: 0001737888) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $136.4M across 96 reported positions.
In Q1 2025, Fulcrum Equity Management adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 23 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.69% | -1.27% | -0.39% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 7.73% | -1.17% | — | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.17% | — | +2110.69% | |
| 4 | OKE | Oneok Inc | Stock-Energy | 5.16% | -1.19% | +1.04% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 4.22% | +0.21% | +7.89% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.43% | -0.65% | +63.83% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.20% | +0.22% | NEW | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.57% | -0.39% | — | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 2.50% | +0.34% | -2.56% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.77% | -0.06% | -1.13% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 1.71% | -0.49% | +50.56% | |
| 12 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.69% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.59% | -0.30% | +18.60% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.43% | -15.62% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.62% | +0.79% | |
| 16 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.34% | — | -12.13% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.31% | +0.10% | +12.39% | |
| 18 | EINC | Vaneck Energy Income ETF | ETF-Other | 1.22% | — | -16.37% | |
| 19 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.22% | — | -9.68% | |
| 20 | EMLP | First Trust North American E | ETF-Other | 1.19% | — | -17.44% | |
| 21 | XTL | Ss Spdr S&p Telecom ETF | ETF-Other | 1.19% | -0.03% | +31.77% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 1.18% | +0.05% | -32.52% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.53% | -3.42% | |
| 24 | ISHP | First Trust S-network E-comm | ETF-Other | 1.09% | — | — | |
| 25 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 1.09% | — | -17.42% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.04% | — | — | |
| 27 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.03% | — | — | |
| 28 | VFH | Vanguard Financials ETF | ETF-Other | 1.03% | — | — | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.99% | — | -1.74% | |
| 30 | SILA | Sila Realty Trust Inc | Stock-Other | 0.98% | -0.70% | EXIT | |
| 31 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.96% | — | -23.38% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.87% | -0.23% | -5.24% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.86% | +0.19% | -3.73% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.82% | +0.16% | +8.41% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.80% | -0.85% | EXIT | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.80% | — | — | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | -0.35% | EXIT | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.78% | +0.01% | -1.48% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.04% | -7.41% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | -0.24% | +47.92% | |
| 41 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.69% | -0.08% | -1.74% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.68% | — | -12.73% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.68% | +0.24% | +1.40% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.68% | +0.04% | — | |
| 45 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.61% | — | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.26% | +39.33% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | -0.30% | EXIT | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.52% | -0.13% | +0.68% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.29% | +0.36% | |
| 50 | VLO | Valero Energy CORP | Stock-Energy | 0.50% | — | -9.42% |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $136.4M across 96 disclosed positions in Q1 2025.
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, RSP) accounted for 22.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
KIE
市值: $1.5M
Top Position Liquidated / Trimmed
KBWP
前期市值: $1.8M
During Q1 2025, Fulcrum Equity Management's top holdings by market value included ITOT (10.7%)、URTH (7.7%)、RSP (5.2%). The largest single position, ITOT, represented 10.7% of total portfolio value.
In Q1 2025, Fulcrum Equity Management made 49 total portfolio adjustments, initiating 13 new buys, adding to 4 positions, trimming 9 holdings, and fully liquidating 23 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.