Fulcrum Capital LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $470 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $47.6M, Apple Inc. with a value of $40.1M, Microsoft Corp with a value of $31M, Nvidia Corp with a value of $23.1M, and Amazon Com Inc with a value of $22.2M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $451M to 470M.
Below you can find more details about Fulcrum Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$470 Million
Technology: $135 Million
ETFs: $77.3 Million
Financial Services: $57.7 Million
Healthcare: $50.3 Million
Communication Services: $40.8 Million
Consumer Cyclical: $38.6 Million
Industrials: $34.7 Million
Consumer Defensive: $17.4 Million
Other: $18.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
