Fulcrum Equity Management Portfolio Holdings
Fulcrum Equity Management
- $115 Million
- Q3 2024
Fulcrum Equity Management has filed its 13F form on November 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $115 Million distributed in 137 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 $10.1M, Ishares Msci World ETF with a value of $7.25M, Oneok Inc with a value of $4.25M, Spdr S&P 500 ETF Trust with a value of $4.02M, and Technology Sector Spdr with a value of $3.73M.
Examining the 13F form we can see an increase of $6.92M in the current position value, from $108M to 115M.
Below you can find more details about Fulcrum Equity Management portfolio as well as his latest detailed transactions.
Portfolio value
$115 Million
ETFs: $76.4 Million
Energy: $9.63 Million
Consumer Defensive: $5.34 Million
Technology: $4.88 Million
Healthcare: $4.08 Million
Financial Services: $3.31 Million
Industrials: $3.24 Million
Utilities: $3.05 Million
Other: $4.38 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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