Fulcrum Equity Management has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $88.9 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $9.78M, Ishares Msci World ETF with a value of $7.08M, Invesco S&P 500 Equal Weight E with a value of $4.73M, Oneok Inc with a value of $4.72M, and Technology Sector Spdr with a value of $3.86M.

Examining the 13F form we can see an decrease of $6.58M in the current position value, from $95.5M to 88.9M.

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

Portfolio value $88.9 Million
ETFs: $67 Million
Energy: $6.57 Million
Technology: $3.47 Million
Financial Services: $3.33 Million
Consumer Defensive: $2.94 Million
Consumer Cyclical: $2.42 Million
Healthcare: $1.19 Million
Communication Services: $1.03 Million
Other: $889,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $88.9 Million
  • Prior Value $95.5 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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