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CIK: 0001737888
Total reported value
$125.9M
$125.9M
141 檔
34.6%
At the close of Q2 2026, Fulcrum Equity Management disclosed equity holdings valued at approximately $125.9M, spread across 141 reported holdings.
In Q2 2026, Fulcrum Equity Management displayed an active expansion posture, initiating 37 new positions and adding to 53 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 | 9.01% | +5.27% | +0.09% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 8.05% | -7.30% | +61.95% | |
| 3 | URTH | Ishares Msci World ETF | ETF-Other | 6.86% | +0.71% | — | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.67% | +0.57% | -3.82% | |
| 5 | OKE | Oneok Inc | Stock-Energy | 3.31% | -3.31% | EXIT | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.30% | +0.69% | -1.02% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.26% | -0.06% | +1.98% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | +0.45% | +50.69% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 1.69% | +0.45% | +51.68% | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.66% | -0.95% | +348.27% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.19% | +2.28% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.53% | -0.05% | +0.91% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | -0.02% | +0.20% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.42% | -0.07% | +19.99% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | -0.04% | +0.40% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.14% | -0.09% | +16.22% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.24% | -5.08% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.08% | -0.16% | -38.84% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.24% | +17.99% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.06% | +0.02% | -15.87% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.03% | -0.19% | +4.73% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | +0.15% | +17.38% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 0.91% | +0.44% | -20.38% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | +0.13% | +0.29% | |
| 25 | ✓ | Stock-Other | 0.88% | -0.29% | — | ||
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 0.87% | -0.06% | +3.81% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.84% | -0.19% | +41.34% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.83% | +0.20% | +64.66% | |
| 29 | NBIS | Nebius Group N.V. | Stock-Other | 0.79% | -0.16% | +42.54% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.79% | -0.48% | +38.42% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.19% | -8.63% | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.71% | -0.26% | -36.91% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.71% | +0.33% | +78.51% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.18% | +9.40% | |
| 35 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.67% | -0.67% | EXIT | |
| 36 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.67% | -0.67% | EXIT | |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.67% | +0.14% | +1.15% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.64% | -0.19% | -0.17% | |
| 39 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.62% | -0.40% | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | -0.05% | +48.83% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | +0.11% | -7.00% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.05% | +0.48% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | +0.13% | -16.20% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | -0.18% | -4.92% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.52% | +0.68% | +22.72% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | -0.20% | -2.12% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.50% | +0.03% | -16.76% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | -0.12% | +129.90% | |
| 49 | CLOI | Vaneck Clo ETF | ETF-Other | 0.48% | -0.48% | EXIT | |
| 50 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.47% | +0.10% | +1.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +6.4% | +61.95% | Add |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +1.5% | +0.91% | Add |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | +1.3% | +348.27% | Add |
| 4 | ✓ | +0.9% | NEW | New buy | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.7% | NEW | New buy |
| 6 | AMD | Advanced Micro Devices | +0.6% | +64.66% | Add |
| 7 | ARKG | Ark Genomic Revolution ETF | +0.6% | — | Unchanged |
| 8 | NBIS | Nebius Group N.V. | +0.5% | +42.54% | Add |
| 9 | CLOI | Vaneck Clo ETF | +0.5% | NEW | New buy |
| 10 | AAOI | Applied Optoelectronics Inc | +0.5% | NEW | New buy |
| 11 | MU | Micron Technology Inc | +0.4% | NEW | New buy |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +50.69% | Add |
| 13 | PTF | Invesco Dorsey Wright Tech | +0.4% | NEW | New buy |
| 14 | XLF | Ss Financial Select Sector | +0.3% | +51.68% | Add |
| 15 | AIRR | First Trust Rba American Ind | +0.3% | NEW | New buy |
| 16 | PANW | Palo Alto Networks Inc | +0.3% | NEW | New buy |
| 17 | LQDA | Liquidia CORP | +0.3% | NEW | New buy |
| 18 | DELL | Dell Technologies -c | +0.3% | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | +0.3% | NEW | New buy |
| 20 | VLUE | Ishares Msci USA Value Facto | +0.3% | NEW | New buy |
| 21 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.3% | NEW | New buy |
| 22 | AMAT | Applied Materials Inc | +0.2% | -0.17% | Trim |
| 23 | SCHG | Schwab US Large-cap Growth | +0.2% | +129.90% | Add |
| 24 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | NEW | New buy |
| 25 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 26 | RPG | Invesco S&p 500 Pure Growth | +0.2% | NEW | New buy |
| 27 | TSEM | Tower Semiconductor Ltd. | +0.2% | NEW | New buy |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +48.83% | Add |
| 29 | GRNJ | Fundstr Gran Sh US Sm & Mid | +0.2% | NEW | New buy |
| 30 | IALT | Ishrs Sys Alt Act ETF | +0.2% | NEW | New buy |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | New buy |
| 32 | XLK | Ss Technology Select Sector | +0.2% | -3.82% | Trim |
| 33 | SPYI | Neos S&p 500 High Income ETF | +0.2% | NEW | New buy |
| 34 | PWR | Quanta Services Inc | +0.2% | NEW | New buy |
| 35 | RKLB | Rocket Lab CORP | +0.2% | NEW | New buy |
| 36 | CSCO | Cisco Systems Inc | +0.2% | NEW | New buy |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +78.51% | Add |
| 38 | SBIO | Alps Medical Breakthroughs | +0.2% | NEW | New buy |
| 39 | FYC | First Trust Small Cap Growth | +0.2% | NEW | New buy |
| 40 | FYX | First Trust Small Cap Core A | +0.2% | NEW | New buy |
| 41 | VFMO | Vanguard US Momentum Factor | +0.2% | NEW | New buy |
| 42 | CM | Can Imperial Bk Of Commerce | +0.2% | NEW | New buy |
| 43 | ASML | ASML Holding N.V. | +0.2% | +4.73% | Add |
| 44 | LRCX | Lam Research CORP | +0.2% | -4.92% | Trim |
| 45 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 46 | SCHB | Schwab US Broad Market ETF | +0.2% | +41.34% | Add |
| 47 | XLRE | Ss Real Estate Select Sector | +0.2% | NEW | New buy |
| 48 | ENTG | Entegris Inc | +0.2% | NEW | New buy |
| 49 | ADI | Analog Devices Inc | +0.2% | NEW | New buy |
| 50 | BN | Brookfield CORP | +0.2% | NEW | New buy |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $125.9M across 141 disclosed positions in Q2 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, TSLA, URTH) accounted for 34.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.2M
Top Position Liquidated / Trimmed
SPLV
前期市值: $1.1M
During Q2 2026, Fulcrum Equity Management's top holdings by market value included ITOT (9.0%)、TSLA (8.1%)、URTH (6.9%). The largest single position, ITOT, represented 9.0% of total portfolio value.
In Q2 2026, Fulcrum Equity Management made 148 total portfolio adjustments, initiating 37 new buys, adding to 53 positions, trimming 37 holdings, and fully liquidating 21 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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