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CIK: 0001737888
Total reported value
$136.4M
$136.4M
125 檔
23.6%
According to the latest 13F quarterly dataset, Fulcrum Equity Management managed an equity portfolio of $136.4M at the end of Q1 2026, spanning 125 distinct U.S. exchange-listed positions.
Fulcrum Equity Management executed strategic sector rebalancing during Q1 2026, establishing 35 new positions while fully exiting 27 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 10.28% | -1.27% | -3.83% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 8.03% | -1.17% | — | |
| 3 | OKE | Oneok Inc | Stock-Energy | 4.50% | -1.19% | +1.30% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.46% | +0.21% | -14.10% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.83% | -0.53% | +7.72% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.56% | -0.30% | +13.72% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.26% | -1.18% | — | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.02% | -0.62% | +0.34% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | -0.39% | -0.02% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 1.72% | -1.01% | — | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.71% | -0.65% | -17.13% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.65% | +6.40% | +543.81% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | -0.06% | +0.71% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.40% | -0.49% | -8.05% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.43% | +27.31% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.24% | -4.49% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.37% | +0.05% | +30.64% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.35% | +0.34% | -26.20% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.20% | -0.06% | -20.12% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.12% | -6.98% | |
| 21 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.09% | -1.09% | EXIT | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.16% | +1.96% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.09% | +2.12% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 0.86% | +0.17% | +6.79% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.85% | -0.85% | EXIT | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.26% | -14.16% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.25% | -18.80% | |
| 28 | GEV | GE Vernova Inc | Stock-Industrials | 0.82% | +0.05% | +0.21% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | -0.07% | +19.76% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | -0.23% | +0.51% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.78% | -0.34% | -11.51% | |
| 32 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.77% | -0.77% | EXIT | |
| 33 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.77% | -0.77% | EXIT | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | +0.04% | — | |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.75% | -0.08% | -34.44% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.29% | +4.24% | |
| 37 | SILA | Sila Realty Trust Inc | Stock-Other | 0.70% | -0.70% | EXIT | |
| 38 | LST | Leuthold Sel Ind | ETF-Other | 0.70% | -0.70% | EXIT | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.01% | +3.05% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.68% | +0.16% | -33.65% | |
| 41 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.66% | +0.01% | — | |
| 42 | SLV | Ishares Silver Trust | ETF-Commodities | 0.61% | -0.25% | +0.83% | |
| 43 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.60% | -0.17% | -7.55% | |
| 44 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.60% | -0.24% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.19% | +1.16% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | -0.07% | +2.62% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.56% | -0.06% | +11.34% | |
| 48 | KAMO | Kensington Credit Opport ETF | ETF-Other | 0.56% | -0.16% | -6.77% | |
| 49 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.54% | -0.07% | — | |
| 50 | XLB | Ss Materials Select Sector | ETF-Other | 0.54% | -0.30% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OKE | Oneok Inc | +0.9% | +1.30% | Add |
| 2 | TSLA | Tesla Inc | +0.6% | +543.81% | Add |
| 3 | XLI | Ss Industrial Select Sector | +0.4% | +30.64% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +27.31% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +4.24% | Add |
| 6 | WMT | Walmart Inc | +0.2% | +0.34% | Add |
| 7 | ASML | ASML Holding N.V. | +0.2% | +6.79% | Add |
| 8 | GEV | GE Vernova Inc | +0.2% | +0.21% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +13.72% | Add |
| 10 | AMAT | Applied Materials Inc | +0.2% | +19.82% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | +30.58% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.62% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +1.16% | Add |
| 14 | TTE | TotalEnergies SE | +0.1% | — | Unchanged |
| 15 | DUK | Duke Energy CORP | +0.1% | +0.63% | Add |
| 16 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.1% | -7.55% | Trim |
| 17 | NVDA | Nvidia CORP | +0.1% | +7.72% | Add |
| 18 | VZ | Verizon Communications Inc | 0% | -0.58% | Trim |
| 19 | NBIS | Nebius Group N.V. | 0% | -4.18% | Trim |
| 20 | SLV | Ishares Silver Trust | 0% | +0.83% | Add |
| 21 | IAU | Ishares Gold Trust | 0% | +2.10% | Add |
| 22 | AVEM | Avantis Emerging Markets Eq | 0% | +6.03% | Add |
| 23 | SIVR | Abrdn Physical Silver Shares | 0% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | 0% | +1.32% | Add |
| 25 | ENB | Enbridge Inc | 0% | +2.04% | Add |
| 26 | GLTR | Abrdn Precious Metals Basket | 0% | — | Unchanged |
| 27 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 28 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 29 | KO | Coca-cola Co/the | 0% | +0.75% | Add |
| 30 | APH | Amphenol Corp-cl A | 0% | +11.34% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | +19.76% | Add |
| 32 | SILA | Sila Realty Trust Inc | 0% | +0.41% | Add |
| 33 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | — | Unchanged |
| 34 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | 0% | +2.44% | Add |
| 35 | KHPI | Kensington Hedged Prm In ETF | 0% | +7.67% | Add |
| 36 | IAGG | Ishares Intl Aggregate Bond | 0% | +2.48% | Add |
| 37 | PM | Philip Morris International | 0% | — | Unchanged |
| 38 | CHT | Chunghwa Telecom Lt-spon Adr | 0% | — | Unchanged |
| 39 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +1.48% | Add |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +0.98% | Add |
| 41 | LOW | Lowe's Cos Inc | — | +0.51% | Add |
| 42 | SAN | Banco Santander Sa-spon Adr | — | — | Unchanged |
| 43 | NFLX | Netflix Inc | — | -4.58% | Trim |
| 44 | GS | Goldman Sachs Group Inc | — | +2.62% | Add |
| 45 | GE | General Electric | — | +6.77% | Add |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | +1.33% | Add |
| 47 | FTXL | First Trust Nasdaq Semicondu | — | -12.59% | Trim |
| 48 | AHR | American Healthcare Reit Inc | — | — | Unchanged |
| 49 | MBB | Ishares Mbs ETF | — | +0.23% | Add |
| 50 | QUAL | Ishares Msci USA Quality Fac | 0% | — | Unchanged |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $136.4M across 125 disclosed positions in Q1 2026.
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 23.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHD
市值: $2.3M
Top Position Liquidated / Trimmed
QQQM
前期市值: $1.7M
During Q1 2026, Fulcrum Equity Management's top holdings by market value included ITOT (10.3%)、URTH (8.0%)、OKE (4.5%). The largest single position, ITOT, represented 10.3% of total portfolio value.
In Q1 2026, Fulcrum Equity Management made 140 total portfolio adjustments, initiating 35 new buys, adding to 42 positions, trimming 36 holdings, and fully liquidating 27 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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