Fulcrum Equity Management Reduced Holdings in Q2 2025

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
-16.2K
- 49.75%
$86.13 - $108.53 $1.39M - $1.76M
16.4K $1.78M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.3K
- 52.43%
$176.34 - $218.59 $758K - $940K
3.9K $847K
XLV
Select Sector Spdr Fund Health

ETFs
-4.4K
- 40.96%
$128.77 - $144.3 $566K - $635K
6.34K $854K
AAPL
Apple Inc.

Technology
-2.17K
- 33.13%
$172.42 - $223.89 $373K - $485K
4.37K $896K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.66K
- 39.77%
$58.41 - $72.69 $506K - $629K
13.1K $953K
XLF
Financial Sector Spdr

ETFs
-9.54K
- 20.74%
$43.92 - $52.37 $419K - $500K
36.5K $1.91M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.78K
- 22.12%
$45.12 - $46.23 $171K - $175K
13.3K $615K
HYG
Ishares Tr

ETFs
-2.13K
- 26.95%
$75.75 - $80.65 $161K - $172K
5.77K $465K
ENFR
Alerian Energy Infrastructure

ETFs
-3.92K
- 10.49%
$28.49 - $33.44 $112K - $131K
33.4K $1.08M
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
-1.29K
- 11.52%
$86.9 - $101.84 $112K - $131K
9.87K $974K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.68K
- 10.74%
$55.32 - $65.02 $93K - $109K
14K $875K
XLI
Industrial Sector Spdr

ETFs
-1.64K
- 19.92%
$116.42 - $147.52 $191K - $242K
6.58K $971K
INGR
Ingredion Inc

Consumer Defensive
-698
- 32.09%
$123.22 - $140.95 $86K - $98.4K
1.48K $200K
VLO
Valero Energy Corp

Energy
-727
- 21.0%
$104.69 - $141.77 $76.1K - $103K
2.74K $367K
PSX
Phillips 66

Energy
-652
- 26.73%
$92.87 - $125.73 $60.6K - $82K
1.79K $213K
KIE
Spdr S&P Insurance ETF

ETFs
-882
- 3.45%
$53.63 - $61.12 $47.3K - $53.9K
24.6K $1.47M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.93K
- 15.18%
$22.68 - $23.28 $66.3K - $68.1K
16.3K $379K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.8K
- 23.41%
$82.96 - $110.1 $150K - $199K
5.9K $649K
XOM
Exxon Mobil Corp

Energy
-113
- 2.88%
$99.93 - $119.04 $11.3K - $13.5K
3.82K $411K
AMGN
Amgen Inc

Healthcare
-61
- 7.69%
$262.28 - $309.85 $16K - $18.9K
732 $204K
SBUX
Starbucks Corp

Consumer Cyclical
-24
- 0.66%
$79.69 - $99.41 $1.91K - $2.39K
3.64K $333K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-358
- 3.85%
$45.58 - $48.28 $16.3K - $17.3K
8.94K $431K
VZ
Verizon Communications Inc

Communication Services
-18
- 0.37%
$41.67 - $45.62 $750 - $821
4.81K $208K
CSCO
Cisco Systems, Inc.

Technology
-703
- 13.61%
$53.19 - $69.38 $37.4K - $48.8K
4.46K $309K
CME
Cme Group Inc.

Financial Services
-52
- 5.36%
$252.37 - $290.71 $13.1K - $15.1K
919 $253K
Sila Realty Trust Inc
-3.04K
- 9.09%
N/A
30.4K $0
PH
Parker Hannifin Corp

Industrials
-42
- 12.54%
$517.23 - $700.54 $21.7K - $29.4K
293 $204K
EFG
Msci Eafe Growth ETF

ETFs
-24
- 0.79%
$89.8 - $112.0 $2.16K - $2.69K
3K $335K
GS
Goldman Sachs Group Inc

Financial Services
-34
- 7.64%
$462.22 - $707.75 $15.7K - $24.1K
411 $290K
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 2.24%
$210.28 - $289.91 $7.36K - $10.1K
1.53K $443K
XLK
Technology Sector Spdr

ETFs
-160
- 0.86%
$179.73 - $253.23 $28.8K - $40.5K
18.5K $4.69M
Activity Summary
Buys All Purchases 66 New Holdings 32 Increased Positions 34 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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