Fulcrum Equity Management Portfolio Holdings
Fulcrum Equity Management
- $88.9 Million
- Q1 2025
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