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
$125.9M
$125.9M
117 檔
26.7%
As reported in its official Q4 2025 Form 13F filing, Fulcrum Equity Management's tracked investment portfolio stood at $125.9M with 117 total positions.
In Q4 2025, Fulcrum Equity Management displayed an active expansion posture, initiating 34 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.05% | +5.27% | -1.85% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 8.21% | +0.71% | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.58% | +0.57% | +91.66% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.77% | +0.69% | +65.78% | |
| 5 | OKE | Oneok Inc | Stock-Energy | 3.58% | -3.31% | EXIT | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.39% | -0.06% | +93.95% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.18% | +0.02% | -3.41% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.01% | +0.45% | +6.50% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | -0.02% | -8.16% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.79% | -0.04% | +6.66% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.19% | +102.62% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.67% | -0.09% | -32.85% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.24% | +272.44% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.65% | +1.70% | NEW | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.63% | -0.09% | +97.08% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | +0.44% | +69.47% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.24% | +92.70% | |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.18% | +0.14% | -7.63% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | +0.11% | +105.11% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.45% | -1.76% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.13% | +145.10% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | -7.30% | +78.35% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.05% | -0.19% | -0.23% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.15% | +87.78% | |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.01% | — | +28.58% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.99% | -0.07% | -32.55% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | +0.13% | +43.98% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | -8.94% | |
| 29 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.90% | -0.13% | — | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.85% | -0.12% | -17.71% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | -0.05% | +2.00% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.81% | -0.44% | EXIT | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.19% | +91.96% | |
| 34 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.76% | -0.03% | +81.06% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.67% | -91.40% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.18% | -3.18% | |
| 37 | SILA | Sila Realty Trust Inc | Stock-Other | 0.68% | — | +0.42% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.65% | -0.19% | +15.09% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | — | -1.81% | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.61% | -0.06% | +1.47% | |
| 41 | KAMO | Kensington Credit Opport ETF | ETF-Other | 0.60% | — | — | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | -0.20% | +67.40% | |
| 43 | SLV | Ishares Silver Trust | ETF-Commodities | 0.57% | +0.04% | — | |
| 44 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.56% | +0.04% | — | |
| 45 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.54% | -0.09% | — | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.54% | +0.03% | +50.33% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.52% | +0.33% | +4.56% | |
| 48 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.50% | +0.05% | -19.04% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.03% | +57.44% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.43% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +65.78% | Add |
| 2 | AAPL | Apple Inc | +1.2% | +93.95% | Add |
| 3 | MSFT | Microsoft CORP | +1.2% | +272.44% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +1% | +102.62% | Add |
| 5 | AMZN | Amazon.com Inc | +0.8% | +92.70% | Add |
| 6 | XLV | Ss Health Care Select Sector | +0.7% | +69.47% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.7% | +145.10% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +105.11% | Add |
| 9 | LLY | Eli Lilly & Co | +0.5% | +91.96% | Add |
| 10 | AVGO | Broadcom Inc | +0.5% | +87.78% | Add |
| 11 | TSLA | Tesla Inc | +0.5% | +78.35% | Add |
| 12 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | +81.06% | Add |
| 13 | IVE | Ishares S&p 500 Value ETF | +0.3% | +43.98% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.3% | +67.40% | Add |
| 15 | IWC | Ishares Micro-cap ETF | +0.2% | +95.87% | Add |
| 16 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +28.58% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.2% | +50.33% | Add |
| 18 | WMT | Walmart Inc | +0.2% | +6.66% | Add |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +167.68% | Add |
| 20 | NFLX | Netflix Inc | +0.2% | +2151.05% | Add |
| 21 | ANET | Arista Networks Inc | +0.2% | +93.00% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | +57.44% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +50.69% | Add |
| 24 | GE | General Electric | +0.1% | +56.95% | Add |
| 25 | ASML | ASML Holding N.V. | +0.1% | +15.09% | Add |
| 26 | 1B2 | Bitfarms Ltd/canada | +0.1% | +313.45% | Add |
| 27 | SAN | Banco Santander Sa-spon Adr | +0.1% | +39.59% | Add |
| 28 | JNJ | Johnson & Johnson | +0.1% | +24.64% | Add |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +11.11% | Add |
| 30 | XLF | Ss Financial Select Sector | 0% | +6.50% | Add |
| 31 | RY | Royal Bank Of Canada | 0% | +5.14% | Add |
| 32 | AHR | American Healthcare Reit Inc | 0% | — | Unchanged |
| 33 | GEV | GE Vernova Inc | 0% | +1.47% | Add |
| 34 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +3.04% | Add |
| 35 | ORCL | Oracle CORP | 0% | +56.04% | Add |
| 36 | NVS | Novartis Ag-sponsored Adr | 0% | +3.20% | Add |
| 37 | ENB | Enbridge Inc | 0% | +13.40% | Add |
| 38 | QQQM | Invesco Nasdaq 100 ETF | — | +3.34% | Add |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | +4.56% | Add |
| 40 | VONG | Vanguard Russell 1000 Growth | 0% | +0.56% | Add |
| 41 | VZ | Verizon Communications Inc | 0% | +6.63% | Add |
| 42 | BN | Brookfield CORP | 0% | +50.00% | Add |
| 43 | EFV | Ishares Msci Eafe Value ETF | 0% | -1.81% | Trim |
| 44 | KHPI | Kensington Hedged Prm In ETF | 0% | +1.42% | Add |
| 45 | ILCG | Ishares Morningstar Growth E | 0% | -2.01% | Trim |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -1.14% | Trim |
| 47 | IAGG | Ishares Intl Aggregate Bond | 0% | -2.20% | Trim |
| 48 | CHT | Chunghwa Telecom Lt-spon Adr | 0% | — | Unchanged |
| 49 | MBB | Ishares Mbs ETF | 0% | -2.72% | Trim |
| 50 | GLDM | Spdr Gold Minishares Trust | 0% | -12.67% | Trim |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $125.9M across 117 disclosed positions in Q4 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, XLK) accounted for 26.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
GRNY
市值: $940.1K
Top Position Liquidated / Trimmed
ROKT
前期市值: $950.0K
During Q4 2025, Fulcrum Equity Management's top holdings by market value included ITOT (11.1%)、URTH (8.2%)、XLK (5.6%). The largest single position, ITOT, represented 11.1% of total portfolio value.
In Q4 2025, Fulcrum Equity Management made 125 total portfolio adjustments, initiating 34 new buys, adding to 49 positions, trimming 31 holdings, and fully liquidating 11 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.