Fulcrum Capital LLC Reduced Holdings in Q2 2025

Fulcrum Capital LLC

  • $456 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-104K
- 91.81%
$146.58 - $180.01 $15.2M - $18.7M
9.26K $1.64M
AAPL
Apple Inc.

Technology
-44.3K
- 29.61%
$172.42 - $223.89 $7.63M - $9.91M
105K $21.6M
VO
Vanguard Mid Cap ETF

ETFs
-45.5K
- 25.21%
$228.54 - $279.83 $10.4M - $12.7M
135K $37.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.88K
- 27.05%
$498.8 - $620.9 $1.44M - $1.79M
7.77K $4.83M
PEP
Pepsico Inc

Consumer Defensive
-807
- 1.6%
$128.02 - $151.37 $103K - $122K
49.7K $6.57M
AMGN
Amgen Inc

Healthcare
-97
- 0.96%
$262.28 - $309.85 $25.4K - $30.1K
10K $2.8M
WM
Waste Management Inc

Industrials
-83
- 0.17%
$216.47 - $242.1 $18K - $20.1K
47.7K $10.9M
JNJ
Johnson & Johnson

Healthcare
-408
- 8.19%
$146.36 - $159.82 $59.7K - $65.2K
4.57K $698K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.81K
- 13.2%
$74.88 - $91.97 $211K - $259K
18.5K $1.7M
WELL
Welltower Inc.

Real Estate
-575
- 9.65%
$136.49 - $155.22 $78.5K - $89.3K
5.38K $827K
COST
Costco Wholesale Corp

Consumer Defensive
-112
- 7.38%
$908.13 - $1056.85 $102K - $118K
1.41K $1.39M
V
Visa Inc.

Financial Services
-104
- 2.19%
$308.27 - $373.31 $32.1K - $38.8K
4.65K $1.65M
HD
Home Depot, Inc.

Consumer Cyclical
-31
- 3.53%
$335.24 - $380.78 $10.4K - $11.8K
848 $310K
META
Meta Platforms, Inc.

Communication Services
-138
- 24.25%
$484.66 - $738.09 $66.9K - $102K
431 $318K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-343
- 5.79%
$73.02 - $90.22 $25K - $30.9K
5.58K $497K
CSCO
Cisco Systems, Inc.

Technology
-210
- 6.16%
$53.19 - $69.38 $11.2K - $14.6K
3.2K $222K
ARES
Ares Management Corp

Financial Services
-161
- 7.32%
$118.04 - $175.83 $19K - $28.3K
2.04K $352K
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 2.82%
$496.48 - $617.85 $13.4K - $16.7K
930 $574K
ECL
Ecolab Inc.

Basic Materials
-222
- 3.43%
$225.65 - $270.95 $50.1K - $60.2K
6.25K $1.68M
CME
Cme Group Inc.

Financial Services
-964
- 2.22%
$252.37 - $290.71 $243K - $280K
42.4K $11.7M
AVGO
Broadcom Inc.

Technology
-125
- 4.59%
$146.29 - $275.65 $18.3K - $34.5K
2.6K $716K
MA
Mastercard Inc

Financial Services
-110
- 0.41%
$479.92 - $590.74 $52.8K - $65K
26.9K $15.1M
JPM
Jpmorgan Chase & CO

Financial Services
-1.7K
- 3.51%
$210.28 - $289.91 $358K - $494K
46.9K $13.6M
NVDA
Nvidia Corp

Technology
-33.4K
- 19.11%
$94.31 - $157.99 $3.15M - $5.28M
141K $22.3M
TT
Trane Technologies PLC

Industrials
-530
- 1.26%
$315.21 - $437.41 $167K - $232K
41.5K $18.2M
MSFT
Microsoft Corp

Technology
-107
- 0.14%
$354.56 - $497.45 $37.9K - $53.2K
78.6K $39.1M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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