Fulcrum Equity Management Purchases and Sells in Q2 2025

Fulcrum Equity Management

$93.4 Million
Q2 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	5.94K + 113.46%	$496.48 - $617.85 $2.95M - $3.67M	11.2K $6.91M
ITOT	219 + 0.27%	$108.12 - $135.04 $23.7K - $29.6K	80.4K $10.9M
XLU	11.8K + 312.42%	$73.09 - $82.77 $861K - $975K	15.5K $1.27M
NVDA	1.63K + 17.37%	$94.31 - $157.99 $154K - $258K	11K $1.74M
BIL	7.76K + 114.84%	$91.43 - $91.74 $710K - $712K	14.5K $1.33M
XLP	6.46K + 72.06%	N/A	15.4K $1.17M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLV	66.5K New	$68.13 - $74.77 $4.53M - $4.98M	66.5K $4.85M
QQQM	6.55K New	$171.4 - $227.1 $1.12M - $1.49M	6.55K $1.49M
IVV	1.51K New	$498.8 - $620.9 $754K - $939K	1.51K $938K
FXU	22K New	$37.86 - $43.29 $831K - $950K	22K $930K
IAK	6.35K New	$122.44 - $138.47 $778K - $879K	6.35K $853K
SHY	9.48K New	$82.21 - $83.12 $779K - $788K	9.48K $785K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLC	-16.2K - 49.75%	$86.13 - $108.53 $1.39M - $1.76M	16.4K $1.78M
XLY	-4.3K - 52.43%	$176.34 - $218.59 $758K - $940K	3.9K $847K
XLV	-4.4K - 40.96%	$128.77 - $144.3 $566K - $635K	6.34K $854K
AAPL	-2.17K - 33.13%	$172.42 - $223.89 $373K - $485K	4.37K $896K
SPLG	-8.66K - 39.77%	$58.41 - $72.69 $506K - $629K	13.1K $953K
XLF	-9.54K - 20.74%	$43.92 - $52.37 $419K - $500K	36.5K $1.91M

Activity Summary All Purchases 66 New Holdings 32 Increased Positions 34 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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