Fulcrum Equity Management Purchases in Q4 2025

Fulcrum Equity Management

  • $102 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
19.4K
+ 91.66%
$278.39 - $304.13 $5.39M - $5.89M
40.5K $11.7M
NVDA
Nvidia Corp

Technology
8.38K
+ 65.78%
$179.83 - $207.04 $1.51M - $1.73M
21.1K $3.94M
XLY
Select Sector Spdr Consumer Di

ETFs
7.02K
+ 97.08%
$228.75 - $242.18 $1.61M - $1.7M
14.3K $3.29M
MSFT
Microsoft Corp

Technology
2.61K
+ 272.44%
$496.82 - $542.07 $1.3M - $1.41M
3.57K $1.81M
AAPL
Apple Inc.

Technology
4.44K
+ 93.95%
$245.27 - $275.25 $1.09M - $1.22M
9.17K $2.45M
XLU
Utilities Sector Spdr

ETFs
12.5K
+ 167.68%
$87.89 - $92.9 $1.1M - $1.16M
19.9K $1.77M
GOOGL
Alphabet Inc.

Communication Services
2.94K
+ 102.62%
$236.57 - $291.31 $695K - $855K
5.8K $1.6M
AMZN
Amazon Com Inc

Consumer Cyclical
3.43K
+ 92.7%
$213.04 - $254.0 $730K - $871K
7.13K $1.67M
XLV
Select Sector Spdr Fund Health

ETFs
4.39K
+ 69.47%
$141.95 - $152.82 $624K - $671K
10.7K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
2.18K
+ 145.1%
$294.11 - $320.41 $640K - $697K
3.67K $1.1M
AVGO
Broadcom Inc.

Technology
1.43K
+ 87.78%
$324.63 - $385.98 $464K - $552K
3.06K $1.05M
LLY
Eli Lilly & CO

Healthcare
366
+ 91.96%
$799.57 - $1025.28 $293K - $375K
764 $780K
META
Meta Platforms, Inc.

Communication Services
946
+ 105.11%
$609.01 - $751.67 $576K - $711K
1.85K $1.13M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.43K
New
$165.48 - $188.67 $401K - $458K
2.43K $427K
SLV
I Shares Silver Trust

ETFs
9.26K
New
$42.4 - $49.17 $393K - $455K
9.26K $425K
SIVR
Abrdn Silver ETF Trust

ETFs
8.7K
New
$44.53 - $51.56 $387K - $449K
8.7K $419K
TSLA
Tesla, Inc.

Consumer Cyclical
1.1K
+ 78.35%
$401.99 - $468.37 $442K - $515K
2.5K $1.02M
V
Visa Inc.

Financial Services
1.17K
New
$325.75 - $352.42 $379K - $411K
1.17K $379K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.59K
+ 81.06%
$219.27 - $238.71 $348K - $379K
3.55K $799K
AVEM
American Centy ETF Tr Avantis

ETFs
4.53K
New
$73.09 - $78.36 $331K - $355K
4.53K $351K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
7.5K
New
$38.8 - $46.19 $291K - $346K
7.5K $345K
IAU
Ishares Gold Trust

ETFs
4.47K
New
$72.65 - $82.5 $324K - $368K
4.47K $343K
GLD
Spdr Gold Trust

ETFs
895
New
$354.79 - $403.15 $318K - $361K
895 $336K
IVE
Ishares S&P 500 Value ETF

ETFs
1.45K
+ 43.98%
$202.52 - $212.07 $294K - $308K
4.75K $995K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.74K
New
$101.39 - $114.39 $278K - $314K
2.74K $312K
FYC
First Trust Small Cap Growth A

ETFs
3.27K
New
$89.7 - $96.32 $294K - $315K
3.27K $298K
PSI
Invesco Exchange Traded Fd Tr

ETFs
3.94K
New
$68.46 - $79.06 $270K - $311K
3.94K $291K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
982
New
$280.66 - $305.09 $276K - $300K
982 $276K
KO
Coca Cola CO

Consumer Defensive
3.87K
New
$66.1 - $71.61 $256K - $277K
3.87K $273K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
2.76K
New
$87.94 - $105.14 $243K - $291K
2.76K $262K
GURU
Global X Guru Index ETF

ETFs
4.13K
New
$58.33 - $62.17 $241K - $257K
4.13K $252K
MA
Mastercard Inc

Financial Services
465
New
$536.85 - $580.45 $250K - $270K
465 $249K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.96K
+ 28.58%
$56.5 - $60.52 $224K - $240K
17.8K $1.05M
NFLX
Netflix Inc

Communication Services
4.09K
+ 2151.05%
$110.29 - $1241.35 $451K - $5.07M
4.28K $471K
PSCT
Invesco S&P Smallcap Informati

ETFs
4.28K
New
$51.84 - $60.61 $222K - $259K
4.28K $243K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.86K
New
$122.29 - $132.67 $227K - $246K
1.86K $242K
IWC
Russell Micro Cap ETF

ETFs
1.58K
+ 95.87%
$147.86 - $159.95 $233K - $253K
3.23K $478K
AMAT
Applied Materials Inc

Technology
1K
New
$209.95 - $240.89 $211K - $242K
1K $229K
QQQ
Invesco Qqq Trust, Series 1

ETFs
359
New
$589.5 - $635.77 $212K - $228K
359 $216K
APH
Amphenol Corp

Technology
1.39K
+ 50.33%
$121.7 - $143.85 $169K - $199K
4.14K $553K
GS
Goldman Sachs Group Inc

Financial Services
277
+ 67.4%
$744.6 - $838.97 $206K - $232K
688 $533K
CTAS
Cintas Corp

Industrials
1.08K
New
$182.04 - $203.64 $197K - $220K
1.08K $201K
COST
Costco Wholesale Corp

Consumer Defensive
220
+ 57.44%
$910.94 - $954.99 $200K - $210K
603 $550K
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
New
$144.33 - $160.86 $181K - $202K
1.25K $191K
GOOG
Alphabet Inc.

Communication Services
647
New
$237.49 - $291.74 $154K - $189K
647 $184K
FOXA
Fox Corp

Communication Services
2.83K
New
$57.0 - $66.71 $161K - $189K
2.83K $183K
PLTR
Palantir Technologies Inc.

Technology
805
+ 50.69%
$172.14 - $207.18 $139K - $167K
2.39K $416K
GE
General Electric CO

Industrials
418
+ 56.95%
$291.49 - $314.28 $122K - $131K
1.15K $345K
ASML
Asml Holding Nv

Technology
83
+ 15.09%
$936.19 - $1075.45 $77.7K - $89.3K
633 $645K
Activity Summary
Buys All Purchases 83 New Holdings 34 Increased Positions 49 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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