Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $88.9 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LFUS
Littelfuse Inc

Technology
Q1 2022 Filed on Apr 15, 2022
3,399
$237.29 - $323.58 $807K - $1.1M
DWMC
Advisorshares Tr Dorsey Wright

ETFs
Q1 2022 Filed on Apr 15, 2022
101,754
N/A
KLAC
Kla Corp

Technology
Q1 2022 Filed on Apr 15, 2022
467
$314.14 - $445.0 $147K - $208K
TGT
Target Corp

Consumer Defensive
Q1 2022 Filed on Apr 15, 2022
1,527
$189.9 - $234.17 $290K - $358K
EMN
Eastman Chemical CO

Basic Materials
Q1 2022 Filed on Apr 15, 2022
4,337
$105.04 - $127.69 $456K - $554K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2022 Filed on Apr 15, 2022
62,329
$62.43 - $66.15 $3.89M - $4.12M
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
379
$386.18 - $553.22 $146K - $210K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2022 Filed on Apr 15, 2022
1,093
$185.28 - $221.59 $203K - $242K
Direxion Shs ETF Tr
Q1 2022 Filed on Apr 15, 2022
29,561
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2022 Filed on Apr 15, 2022
27,460
$72.15 - $91.58 $1.98M - $2.51M
AMD
Advanced Micro Devices Inc

Technology
Q1 2022 Filed on Apr 15, 2022
3,902
$102.25 - $150.24 $399K - $586K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
1,734
$148.06 - $183.26 $257K - $318K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
Q1 2022 Filed on Apr 15, 2022
2,377
$115.65 - $134.15 $275K - $319K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2022 Filed on Apr 15, 2022
35,801
$68.15 - $80.89 $2.44M - $2.9M
DRIV
Global X Fds Global X Autonomo

ETFs
Q1 2022 Filed on Apr 15, 2022
17,065
$23.97 - $31.55 $409K - $538K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on Apr 15, 2022
6,321
$49.62 - $62.33 $314K - $394K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
1,319
$38.61 - $51.98 $50.9K - $68.6K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q1 2022 Filed on Apr 15, 2022
10,003
$44.6 - $53.7 $446K - $537K
CIEN
Ciena Corp

Technology
Q1 2022 Filed on Apr 15, 2022
3,049
$53.7 - $77.38 $164K - $236K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
5,585
$49.6 - $59.81 $277K - $334K
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on Apr 15, 2022
476
$94.08 - $130.2 $44.8K - $62K
ADI
Analog Devices Inc

Technology
Q1 2022 Filed on Apr 15, 2022
1,140
$145.63 - $177.15 $166K - $202K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 15, 2022
1,566
$132.23 - $175.09 $207K - $274K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
374
$411.5 - $564.37 $154K - $211K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on Apr 15, 2022
413
$380.09 - $587.6 $157K - $243K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
4,134
$39.83 - $65.74 $165K - $272K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
1,999
$101.96 - $128.34 $204K - $257K
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
3,851
$61.84 - $78.2 $238K - $301K
XYL
Xylem Inc.

Industrials
Q1 2022 Filed on Apr 15, 2022
7,555
$82.37 - $118.13 $622K - $892K
GNRC
Generac Holdings Inc.

Industrials
Q1 2022 Filed on Apr 15, 2022
834
$256.99 - $347.91 $214K - $290K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q1 2022 Filed on Apr 15, 2022
5,095
$83.69 - $103.52 $426K - $527K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
1,905
$143.98 - $202.66 $274K - $386K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2022 Filed on Apr 15, 2022
655
$119.35 - $157.8 $78.2K - $103K
SON
Sonoco Products CO

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
3,476
$54.42 - $62.72 $189K - $218K
ETN
Eaton Corp PLC

Industrials
Q1 2022 Filed on Apr 15, 2022
2,398
$145.79 - $171.46 $350K - $411K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
Q1 2022 Filed on Apr 15, 2022
7,278
$39.3 - $43.84 $286K - $319K
WSO
Watsco Inc

Industrials
Q1 2022 Filed on Apr 15, 2022
1,091
$256.28 - $311.32 $280K - $340K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on Apr 15, 2022
5,190
$44.97 - $51.68 $233K - $268K
New Amer High Income Fd Inc
Q1 2022 Filed on Apr 15, 2022
11,054
N/A
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2022 Filed on Apr 15, 2022
21,118
$78.1 - $87.35 $1.65M - $1.84M
TW
Tradeweb Markets Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
2,761
$79.02 - $96.47 $218K - $266K
IYR
Ishares Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
2,213
$99.21 - $115.26 $220K - $255K
CSX
Csx Corp

Industrials
Q1 2022 Filed on Apr 15, 2022
6,640
$33.34 - $37.8 $221K - $251K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
2,366
$174.8 - $642.2 $414K - $1.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 15, 2022
4,536
$118.44 - $131.22 $537K - $595K
UNP
Union Pacific Corp

Industrials
Q1 2022 Filed on Apr 15, 2022
1,815
$238.04 - $276.69 $432K - $502K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
794
$257.27 - $315.76 $204K - $251K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on Apr 15, 2022
1,632
$181.39 - $234.03 $296K - $382K
CMI
Cummins Inc

Industrials
Q4 2021 Filed on Jan 25, 2022
940
$206.99 - $245.33 $195K - $231K
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