Fulcrum Equity Management Portfolio Holdings

Fulcrum Equity Management

  • $102 Million
  • Q4 2025

Fulcrum Equity Management has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $102 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $11.7M, Ishares Core S&P Total U.S. St with a value of $11.4M, Ishares Msci World ETF with a value of $8.46M, Nvidia Corp with a value of $3.94M, and Oneok Inc with a value of $3.59M.

Examining the 13F form we can see an increase of $9.01M in the current position value, from $93.4M to 102M.

Below you can find more details about Fulcrum Equity Management portfolio as well as his latest detailed transactions.

Portfolio value $102 Million
ETFs: $67.7 Million
Technology: $11.8 Million
Financial Services: $5.17 Million
Energy: $4.31 Million
Communication Services: $4.28 Million
Consumer Cyclical: $3.49 Million
Consumer Defensive: $2.74 Million
Healthcare: $1.55 Million
Other: $1.35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Million 11.39% of portfolio
40,465
Q4 2025 Added 91.66%
$0
$11.4 Million 11.11% of portfolio
77,685
Q4 2025 Reduced 1.85%
$0
$8.46 Million 8.26% of portfolio
46,192
Q4 2023 New
$465B
$3.94 Million 3.85% of portfolio
21,109
Q4 2025 Added 65.78%
$31.5B
$3.59 Million 3.5% of portfolio
50,889
Q4 2025 Added 1.73%
$0
$3.29 Million 3.21% of portfolio
14,251
Q4 2025 Added 97.08%
$4.3T
$2.45 Million 2.4% of portfolio
9,168
Q4 2025 Added 93.95%
$0
$2.15 Million 2.1% of portfolio
19,313
Q4 2025 Reduced 3.41%
$662B
$2.05 Million 2.0% of portfolio
4,031
Q4 2025 Reduced 8.16%
$0
$2.01 Million 1.97% of portfolio
38,363
Q4 2025 Added 6.5%
$3.78T
$1.81 Million 1.77% of portfolio
3,568
Q4 2025 Added 272.44%
$0
$1.77 Million 1.73% of portfolio
19,910
Q4 2025 Added 167.68%
$0
$1.74 Million 1.7% of portfolio
8,744
Q4 2025 Reduced 32.85%
$279B
$1.73 Million 1.69% of portfolio
16,775
Q4 2025 Added 6.66%
$0
$1.71 Million 1.67% of portfolio
6,804
Q4 2025 Added 3.34%
$2.39T
$1.67 Million 1.63% of portfolio
7,126
Q4 2025 Added 92.7%
$1.65T
$1.6 Million 1.56% of portfolio
5,797
Q4 2025 Added 102.62%
$0
$1.22 Million 1.19% of portfolio
20,291
Q4 2025 Reduced 7.63%
$0
$1.17 Million 1.14% of portfolio
14,758
Q4 2025 Reduced 1.76%
$1.37T
$1.13 Million 1.1% of portfolio
1,846
Q4 2025 Added 105.11%
$881B
$1.1 Million 1.08% of portfolio
3,674
Q4 2025 Added 145.1%
$0
$1.09 Million 1.06% of portfolio
42,025
Q4 2025 Reduced 0.23%
$139B
$1.05 Million 1.02% of portfolio
3,059
Q4 2025 Added 87.78%
$0
$1.05 Million 1.02% of portfolio
17,832
Q4 2025 Added 28.58%
$1.29T
$1.02 Million 1.0% of portfolio
2,504
Q4 2025 Added 78.35%
$0
$1.02 Million 0.99% of portfolio
6,687
Q4 2025 Reduced 32.55%
$0
$995,000 0.97% of portfolio
4,747
Q4 2025 Added 43.98%
$0
$942,000 0.92% of portfolio
1,396
Q4 2025 Reduced 8.94%
$0
$878,000 0.86% of portfolio
27,245
Q4 2025 Reduced 17.71%
$0
$799,000 0.78% of portfolio
3,547
Q4 2025 Added 81.06%
$140B
$793,000 0.77% of portfolio
3,526
Q4 2025 Added 2.0%
$971B
$780,000 0.76% of portfolio
764
Q4 2025 Added 91.96%
$0
$771,000 0.75% of portfolio
1,159
Q4 2025 Reduced 91.4%
$0
$730,000 0.71% of portfolio
6,038
Q4 2025 Reduced 3.18%
$405B
$645,000 0.63% of portfolio
633
Q4 2025 Added 15.09%
$0
$631,000 0.62% of portfolio
8,995
Q4 2025 Reduced 1.81%
$79.6B
$553,000 0.54% of portfolio
4,137
Q4 2025 Added 50.33%
$404B
$550,000 0.54% of portfolio
603
Q4 2025 Added 57.44%
$0
$539,000 0.53% of portfolio
11,581
Q4 2025 Added 4.56%
$0
$539,000 0.53% of portfolio
7,680
Q4 2025 New
$265B
$533,000 0.52% of portfolio
688
Q4 2025 Added 67.4%
$490B
$499,000 0.49% of portfolio
4,242
Q4 2025 Added 11.11%
$96.4B
$494,000 0.48% of portfolio
3,947
Q4 2025 Added 0.71%
$0
$478,000 0.47% of portfolio
3,226
Q4 2025 Added 95.87%
$49.1B
$471,000 0.46% of portfolio
4,277
Q4 2025 Added 2,151.05%
$2.1B
$427,000 0.42% of portfolio
2,425
Q4 2025 New
$593B
$426,000 0.42% of portfolio
1,938
Q4 2025 Added 56.04%
$24.1B
$425,000 0.42% of portfolio
9,258
Q4 2025 New
$342B
$416,000 0.41% of portfolio
2,393
Q4 2025 Added 50.69%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $102 Million
  • Prior Value $93.4 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 34 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email