Fulcrum Capital LLC Purchases in Q1 2025

Fulcrum Capital LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
104K
+ 1184.59%
$156.06 - $207.71 $16.3M - $21.7M
113K $17.7M
DXCM
Dexcom Inc

Healthcare
34.1K
New
$67.74 - $90.75 $2.31M - $3.09M
34.1K $2.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
25.3K
New
$64.88 - $72.1 $1.64M - $1.83M
25.3K $1.66M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
84
+ 0.54%
$402.49 - $513.76 $33.8K - $43.2K
15.6K $7.55M
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 6.44%
$461.52 - $548.18 $670K - $796K
24K $12.6M
ABT
Abbott Laboratories

Healthcare
1.09K
+ 2.44%
$111.1 - $140.22 $121K - $153K
45.7K $6.07M
IEFA
Ishares Tr

ETFs
8.38K
New
$69.57 - $78.65 $583K - $659K
8.38K $640K
SBUX
Starbucks Corp

Consumer Cyclical
6.02K
New
$91.75 - $115.81 $553K - $697K
6.02K $588K
AMGN
Amgen Inc

Healthcare
190
+ 1.91%
$258.59 - $327.36 $49.1K - $62.2K
10.1K $3.16M
FTNT
Fortinet, Inc.

Technology
2.47K
+ 1.96%
$92.49 - $114.57 $229K - $283K
128K $12.4M
XYL
Xylem Inc.

Industrials
1.3K
+ 2.29%
$114.02 - $132.04 $148K - $171K
57.9K $6.92M
IEMG
Ishares Inc

ETFs
6.47K
New
N/A
6.47K $346K
META
Meta Platforms, Inc.

Communication Services
569
New
$576.36 - $736.67 $328K - $419K
569 $328K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
239
+ 8.63%
$442.66 - $534.52 $106K - $128K
3.01K $1.58M
EOG
Eog Resources Inc

Energy
118
+ 0.26%
$120.54 - $138.05 $14.2K - $16.3K
44.9K $5.76M
JNJ
Johnson & Johnson

Healthcare
1.03K
+ 26.04%
$142.06 - $167.7 $146K - $173K
4.98K $826K
LLY
Eli Lilly & CO

Healthcare
263
New
$725.72 - $929.72 $191K - $245K
263 $217K
CSCO
Cisco Systems, Inc.

Technology
3.41K
New
$58.74 - $64.87 $200K - $221K
3.41K $210K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.91K
New
$101.42 - $113.2 $193K - $216K
1.91K $209K
ABBV
Abb Vie Inc.

Healthcare
587
+ 29.66%
$169.2 - $216.66 $99.3K - $127K
2.57K $537K
FANG
Diamondback Energy, Inc.

Energy
1.84K
+ 6.46%
$139.9 - $180.18 $258K - $332K
30.4K $4.86M
VZ
Verizon Communications Inc

Communication Services
18
+ 0.06%
$37.81 - $46.49 $681 - $837
30.1K $1.37M
KO
Coca Cola CO

Consumer Defensive
1.34K
+ 20.6%
$60.81 - $72.32 $81.4K - $96.8K
7.84K $561K
EW
Edwards Lifesciences Corp

Healthcare
4.26K
+ 3.49%
$67.95 - $76.19 $289K - $324K
126K $9.15M
EA
Electronic Arts Inc.

Communication Services
1.35K
+ 3.04%
$116.53 - $146.29 $158K - $198K
45.8K $6.61M
DRI
Darden Restaurants Inc

Consumer Cyclical
314
+ 21.29%
$180.02 - $208.56 $56.5K - $65.5K
1.79K $371K
PG
Procter & Gamble CO

Consumer Defensive
448
+ 16.75%
$158.56 - $176.26 $71K - $79K
3.12K $532K
COP
Conocophillips

Energy
422
+ 13.97%
$88.6 - $105.85 $37.4K - $44.7K
3.44K $361K
UL
Unilever PLC

Consumer Defensive
673
+ 12.05%
$54.72 - $60.29 $36.8K - $40.6K
6.26K $372K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.32K
+ 3.24%
$55.41 - $60.74 $128K - $141K
73.7K $4.14M
SPG
Simon Property Group Inc

Real Estate
361
+ 16.07%
$159.48 - $187.78 $57.6K - $67.8K
2.61K $432K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
861
+ 11.55%
$30.38 - $34.94 $26.2K - $30.1K
8.32K $284K
EXR
Extra Space Storage Inc.

Real Estate
34
+ 2.05%
$143.8 - $161.28 $4.89K - $5.48K
1.69K $251K
GS
Goldman Sachs Group Inc

Financial Services
26
+ 5.2%
$524.81 - $672.19 $13.6K - $17.5K
526 $287K
Linde PLC
214
+ 1.52%
N/A
14.2K $0
Lam Research Corp
74.1K
New
N/A
74.1K $0
Morgan Stanley ETF Trust
6.83K
+ 43.45%
N/A
22.5K $0
PCAR
Paccar Inc

Industrials
111
+ 4.01%
$96.91 - $112.51 $10.8K - $12.5K
2.88K $280K
SPY
Spdr S&P 500 ETF Trust

ETFs
27
+ 2.9%
$551.42 - $612.93 $14.9K - $16.5K
957 $535K
MS
Morgan Stanley

Financial Services
145
+ 4.96%
$111.68 - $141.08 $16.2K - $20.5K
3.07K $357K
WCC
Wesco International Inc

Industrials
129
+ 9.92%
$155.3 - $199.95 $20K - $25.8K
1.43K $221K
WSM
Williams Sonoma Inc

Consumer Cyclical
210
+ 11.67%
$158.1 - $217.71 $33.2K - $45.7K
2.01K $317K
LAMR
Lamar Advertising CO

Real Estate
72
+ 1.85%
$110.65 - $132.9 $7.97K - $9.57K
3.97K $451K
CMI
Cummins Inc

Industrials
32
+ 3.19%
$312.92 - $386.07 $10K - $12.4K
1.03K $324K
MAR
Marriott International Inc

Consumer Cyclical
40
+ 2.0%
$237.01 - $304.45 $9.48K - $12.2K
2.04K $485K
PEP
Pepsico Inc

Consumer Defensive
88
+ 0.17%
$142.64 - $156.42 $12.6K - $13.8K
50.5K $7.58M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.17K
+ 4.37%
$81.1 - $94.7 $176K - $206K
51.8K $4.38M
AVGO
Broadcom Inc.

Technology
260
+ 10.55%
$167.43 - $244.7 $43.5K - $63.6K
2.73K $456K
VUG
Vanguard Growth ETF

ETFs
294
+ 2.85%
$369.1 - $427.61 $109K - $126K
10.6K $3.94M
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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