Fulcrum Capital LLC Purchases and Sells in Q1 2025

Fulcrum Capital LLC

$437 Million
Q1 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	104K + 1184.59%	$156.06 - $207.71 $16.3M - $21.7M	113K $17.7M
VRTX	84 + 0.54%	$402.49 - $513.76 $33.8K - $43.2K	15.6K $7.55M
UNH	1.45K + 6.44%	$461.52 - $548.18 $670K - $796K	24K $12.6M
ABT	1.09K + 2.44%	$111.1 - $140.22 $121K - $153K	45.7K $6.07M
AMGN	190 + 1.91%	$258.59 - $327.36 $49.1K - $62.2K	10.1K $3.16M
FTNT	2.47K + 1.96%	$92.49 - $114.57 $229K - $283K	128K $12.4M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DXCM	34.1K New	$67.74 - $90.75 $2.31M - $3.09M	34.1K $2.33M
SPLG	25.3K New	$64.88 - $72.1 $1.64M - $1.83M	25.3K $1.66M
IEFA	8.38K New	$69.57 - $78.65 $583K - $659K	8.38K $640K
SBUX	6.02K New	$91.75 - $115.81 $553K - $697K	6.02K $588K
IEMG	6.47K New	N/A	6.47K $346K
META	569 New	$576.36 - $736.67 $328K - $419K	569 $328K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-10.5K - 6.58%	$209.68 - $247.1 $2.21M - $2.6M	150K $33.2M
IVV	-3.71K - 25.82%	$554.06 - $615.85 $2.06M - $2.28M	10.7K $5.95M
PYPL	-932 - 1.75%	$65.15 - $91.81 $60.7K - $85.6K	52.4K $3.42M
MA	-2.66K - 8.97%	$504.67 - $576.31 $1.34M - $1.53M	27K $14.8M
INTU	-752 - 5.81%	$555.63 - $630.23 $418K - $474K	12.2K $7.49M
BCC	-4.28K - 46.59%	$96.38 - $129.12 $413K - $553K	4.91K $482K

Activity Summary All Purchases 60 New Holdings 10 Increased Positions 50 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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